Create Marketo Integration User

Context

The Marketo integration syncs leads and activities into Demandbase. You must complete the following steps before adding Marketo as a data source in Demandbase.

See Marketo API Usage to learn more about the Marketo sync and API calls. 

Prerequisites/Preparation

In Marketo, we recommend granting Access Admin and Access API permissions to the Demandbase sync user. 

If you're unable to give Access Admin and Access API permissions, grant the following subset of permissions: 

Access Admin section:

• Access Channels
• Access Smart Campaign
• Access SOAP API

Access API section:

• Read Assets
• Read Campaign
• Read Opportunity
• Read Activity
• Read Person

Step 1: Create an API Role in Marketo

1. From Admin, click Users & Roles.
2. Click the Roles tab.
3. Select a New Role.
4. Enter a Role Name (for example, Demandbase Role).
5. Select the Access API and Access Admin Permissions.
6. Click Create.

Step 2: Create an API User in Marketo

1. From Admin, click Security > Users & Roles.
2. Switch to the Users tab.
3. Click the Invite New User button.
4. In the First Name, enter Demandbase.
5. In the Last Name, enter API User.
6. In the Email Address, enter the email address (for example, demandbasesync@yourcompany.com).
7. In the roles and workspaces, check API Role (all workspaces).
8. Check API Only.
9. Click Invite.

Step 3: Create a New Service in Marketo

1. From Admin, click Integration | LaunchPoint.
2. Click New and select the New Service.
3. In the Display Name, enter Demandbase Rest Service.
4. Select Custom for Service.
5. In the Description, enter Provides OAuth credentials for integrating with Demandbase.
6. Pick the Email address in your domain as the API Only User.
7. Click Create.

Step 4: Retrieve the Client ID and Client Secret from Marketo

1. From Admin, click Integration | LaunchPoint.
2. On the grid for the Demandbase Rest Service or your LaunchPoint API service, click the View Details link.
3. Get the Client ID and Client Secret.

Step 5: Retrieve the Instance ID, User ID, and Encryption Key from Marketo

1. From Admin, click Integration | Web Services.
2. In the REST API section, Find Endpoint.
3. Get the Instance ID (Instance ID is the string between https:// and .mktorest.com. For example, in https://650-KCG-111.mktorest.com/rest, the Instance ID is 650-KCG-111).
4. In the SOAP API section, get the User ID and Encryption Key.

Step 6: Add Marketo as a Data Source in Demandbase

See Integrate Marketo and Demandbase.