Integration: Marketo

In this topic, you will learn about the Marketo integration, which aims to update user data gathered from Audience Insights to your Marketo application.

Overview

Audience Insights generates daily data at the user level for subscription-based accounts and accounts that do not require a subscription.

These values can be transferred to your Marketo application using this integration.

Requirements

Create a Marketo Web Service

A web service in Marketo is required to obtain API credentials and communicate with this instance.

  1. In Marketo, navigate to the Admin menu and Click Users and Roles.

    admin-users
  2. Select the Roles tab and Click on New Role.
    Assign the following API permissions:

    • Read-Only Assets
    • Read-Write Custom Object
    • Read-Write Custom Object Type
    • Read-Write Lead

    admin-users
  3. Select the Users tab and Click Invite New User.
    Enter the required fields, and Click Next.

    new-user
  4. Select the API-Only option, Choose the Role you created in the previous step, and Click Next.

    api-only
  5. Click Send

    send
  6. Go back to the Admin menu and Click Launchpoint.
  7. launchpoint
  8. Click on the New menu and select New Service.
    Enter the required fields, choosing Custom for the Service and the API-Only User created in the previous step.
    Click Create.

    new-service
  9. Click View Details for your new service to view the Client ID and Client Secret.

    credentials
  10. Back on the Admin menu, Click Web Services.

    web-services
  11. Locate the Endpoint in the REST API box.

    rest-api

Audience Insights Publish Integration Setup

Once the web service has been created in the Marketo instance, a publish integration can be added to the Audience Insights system.

Add Publish Integration

  1. Log in to Video Cloud Studio.
  2. Open the Integrations module.
  3. Click Customer Data Platforms

    customer-data-platforms
  4. Click Add Integration
  5. Select Marketo from the Destination dropdown.
    Fill out the Form and Click Save

    marketo-select

Viewing lead custom object fields in Marketo

This publish integration aims to create a custom object in Marketo named Brightcove that includes fields for the desired integration properties.

properties


To view the selected fields, follow the next process:


  1. From the Admin menu in Marketo, navigate to Database Management -> Marketo Custom Objects and Click on the Brightcove Integration custom object.

    custom-object

  2. Click on the Fields tab to view all fields that have been defined for the Brightcove Integration custom object.

    fields

    brightcove-fields

Switching account types in Audience Insights

In order to switch accounts and re-establish integrations successfully with the new account type, delete the existing integration by following the steps below:

Delete Publish Integration

  1. Log in to Video Cloud Studio
  2. Open the Integrations module
  3. Click Customer Data Platforms

    customer-data-platforms

  4. On the row for the Marketo integration, Click Disconnect (the trash icon)

    fields

  5. Type “DELETE” in the text box and Click Delete

    fields