The Marketo integration in Demandbase depends on synchronization of new leads, new activities, and updated fields of existing leads. To complete the Marketo integration the following steps are required to enable synchronization of this data with the Demandbase platform.
Steps for Configuring Marketo Sync
- Step 1: Create an API Role in Marketo
- Step 2: Create an API User in Marketo unless you have an API User in Marketo
- Step 3: Create a new service in Marketo unless you have a LaunchPoint Service for REST API in Marketo
- Step 4: Retrieve the Client ID and Client Secret from Marketo
- Step 5: Retrieve the Instance ID, User ID, and Encryption Key from Marketo
- Step 6: Add the Data Source to Demandbase
Step 1: Create an API Role in Marketo
1.1 From Admin, click Users & Roles.
1.2 Click the Roles tab.
1.3 Select a New Role.
1.4 Enter a Role Name such as Demandbase Role.
1.5 Select the Access API and Access Admin Permissions.
1.6 Click Create.
Step 2: Create an API User in Marketo unless you have an API User in Marketo
2.1 From Admin, click Security > Users & Roles.
2.2 Switch to the Users tab.
2.3 Click the Invite New User button.
2.4 Enter Demandbase in the First Name.
2.5 Enter API User in the Last Name.
2.6 Enter the email address in the Email Address (Example: firstname.lastname@example.org).
2.7 Check API Role (all workspaces) in the roles and workspaces.
2.8 Check the API Only.
2.9 Click Invite.
Step 3: Create a new service in Marketo unless you already have a LaunchPoint Service for REST API in Marketo
3.1 From Admin, click Integration | LaunchPoint.
3.2 Click New and select the New Service.
3.3 Enter Demandbase Rest Service in the Display Name.
3.4 Select Custom for Service.
3.5 Enter Provides OAuth credentials for integrating with Demandbase in the Description.
3.6 Pick the Email address in your domain as the API Only User.
3.7 Click Create.
Step 4: Retrieve the Client ID and Client Secret from Marketo
4.1 From Admin, click Integration | LaunchPoint.
4.2 Click the View Details link on the grid for the Demandbase Rest Service, or your LaunchPoint API service, to get the Client ID and Client Secret.
Step 5: Retrieve the Instance ID, User ID, and Encryption Key from Marketo
5.1 From Admin, click Integration | Web Services.
5.2 In the REST API section, Find Endpoint.
5.3 Instance ID is the string between https:// and .mktorest.com. (For example: instance ID is 650-KCG-111 for https://650-KCG-111.mktorest.com/rest).
5.4 In the SOAP API section, find the User ID and Encryption Key.
Step 6: Add the Data Source to Demandbase
See this article: Integrate Marketo and Demandbase.
Good to Know:
Marketo API Usage
Learn how the system syncs, and how many calls it’s making by clicking this link: Demandbase's Marketo API Usage
Exact Permissions Needed
If you are not able to give Demandbase the Access Admin and Access API permissions for business reasons, the system has a more specific subset of the exact permissions needed.
In the Access Admin section, Demandbase needs:
- Access Channels
- Access Smart Campaign
- Access SOAP API
In the Access API section, Demandbase needs:
- Read Assets
- Read Campaign
- Read Opportunity
- Read Activity
- Read Person