About:
Marketo is your versatile campaign manager, capable of handling everything from email marketing to personalized lead nurturing. It tracks results closely, giving marketers clear insights to better connect with audiences and deliver impactful campaigns.
To integrate Marketo with RevSure:
Navigate to the data-hub module in the RevSure account. Click on the Add data source button.
Select the Marketo data source, and it will open a sidebar to configure the connection details.
Enter a unique connection name to identify the connection.
Click the "Client Id " field.
Navigate to your Marketo Instance.
We will be creating the following :
Role
User
Web Service
In the Admin Page, Click "Users & Roles"
Click "Roles"
Click "New Role"
Click the "Role Name:" field.
Click the "Description:" field.
Expand Access API
Select Read-Only Activity
Select Read-Only Activity Metadata
Select Read-Only Assets
Select Read-Only Campaign
Select Read-Only Company
Select Read-Only Named Account
Select Read-Only Named Account List
Select Read-Only Opportunity
Select Read-Only Person
Select Read-Write Person (This is needed for write back)
Click "CREATE"
Click "Users"
Click "Invite New User"
Please add the Email, First Name, Last Name, and Reason
Click "NEXT"
Select the Role created.
Enabled API Only
Click "NEXT"
Click "SEND"
Click "LaunchPoint"
Click "New"
Click "New Service"
Enter Display Name and Click on the Service
Click "Custom"
Click the "Description:" field.
Click the "API Only User:" field.
Select the user created above
Click "CREATE"
Click "View Details"
Copy Client ID
Navigate to the RevSure tab and paste the Client ID
Navigate to Marketo and Copy the Client Secret
Navigate to the RevSure tab and paste the Client Secret
Navigate to the Marketo tab and close the model
Click on Web Services
Copy the endpoint URL without /rest.
Navigate to the RevSure tab and paste the URL (Example: [[[https://XXX-XXX-XXX.mktorest.com]]]
Select a historical date to sync from.
Select the sync frequency, time, and time zone to trigger the sync.
Click "Connect"
Click "CONFIRM MAPPING" to confirm mapping.
A data source will be added, and you will be able to view the sync status.
