Setting up Marketo as a destination 🔩

1. Select Integrations from the left pane. Search for Marketo and select it from the list of destinations.

2. On the Marketo integration page, name your integration.

3. Filling in additional information - a Marketo detour. Navigate to the admin area of the Marketo application.

   

4. Click on the Users & Roles node on the left panel.

   

5. Create a new role. Call it Toplyne ClickUp. Reveal the list of role permissions by clicking Access API.

   

6. Now scroll down and select the following permissions: Read-Write Activity, Read-Write Activity Metadata, Read-Write Assets, Read-Write Campaign, Read-Write Company, Read-Write Custom Object, Read-Write Person, Read-Write Named Account, Read-Write Opportunity.

7. The next step is to create an API-Only user and associating it with the API role that you created in the previous step. Click on the Users & Roles node and select the Users tab. The email address should be [email protected]. Be sure to check the API-Only user checkbox at the time of user creation. This email will be populated on the Toplyne Integration page under Custom Service User Email ID.

   

8. A Custom service is required to identify your client application uniquely. To create a custom application, go to the Admin > LaunchPoint screen and create a new service.

   

9. Provide the Display Name, choose “Custom” Service type, provide the Description, and the user email address created in step 7. We recommend using a descriptive Display Name that represents either the company or purpose of this Custom REST API Service.

   

10. Click on View Details link on the grid to get the Client ID and Client Secret.

    

11. Copy your Client ID and Client Secret. Enter this in your Toplyne Integration page.

    

12. Determining the Endpoint URL: In requesting Marketo API, you must specify your Marketo instance in the endpoint URL. All non-bulk API requests to the Marketo REST API will follow the format below: <REST API Endpoint URL>/rest/. The REST API Endpoint URL is in the Marketo Admin > Web Services panel.

13. Copy the Endpoint and the Identity link, and paste them against REST Endpoint and Identity Endpoint fields respectively on the Toplyne integration page.
14. Click Complete Integration, and you're done!

Using Marketo as a destination

1. Select the destination you just created on the export page.
2. Select the type of operation you wish to perform. The identifier in each of the cases would be the Email ID.
   1. Add to List
      • The "Add to List" operation adds the users qualified in the playbook to a pre-defined list.
      • You need to create the lists in advance by navigating to Database > Group Lists > New List.
      • The fields you create and map in the sync section will update a lead's fields.
   2. Persons
      • The "Persons" operation updates the field against a user on Marketo.
      • You need to create the custom fields in advance by navigating to Admin > Database Management > Field Management > New Custom Field.
      • The fields you create and map in the sync section will update a lead's fields. Note that existing field values will be overwritten.
   3. Trigger Activity
      • The "Trigger Activity" operation records an action for the users qualified in the playbook.
      • You need to create the Activity in advance by navigating to Admin > Database Management > Marketo Custom Activities > New Custom Activity.
      • Choose the activity from the dropdown. Only the Identifier is required, no mapped fields can be passed against an Activity.
3. Name your pipeline and finish the setup. You should have the leads updated once your playbook runs!
4. Once the playbook runs, you can create custom segments based on the Activity or fields we just updated.