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- About the Marketo connector
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Marketo authentication
To create a connection, you need the following credentials:
be able to create a connection, you need to provide the following credentials:
- your Client ID
- your Client secret
- the Base URL
Client ID and Client secret
To generate the client ID and the client secret, follow the steps below:
- Go to the Marketo website and log in using your standard credentials.
- Once you are logged in, select Admin in the upper part of the main interface.
- On the left-side menu, go to
Integration and select LaunchPoint.
-
Select New and then select New Service.
- Choose a Display Name.
- From the Service drop-down menu, choose Custom.
- Provide a Description and select any user from the API Only User drop-down menu.
- Select CREATE.
- To display the client ID and the client secret, select View Details for your corresponding service.
-
The Client Id and the Client Secret are displayed on the screen.
Base URL
To retrieve the base URL, follow the steps below:
- Go to the Marketo website and log in using your standard credentials.
- Once you are logged in, select Admin in the upper part of the main interface.
- On the left-side menu, go to Integration and select Web Services.
- Under REST API, next to
Endpoint, the base URL is displayed on the screen.
To create a connection to your Marketo instance, you need to perform the following steps:
- Select Integration Service from Automation Cloud.
-
From the Connectors list, select Marketo. You can also use the search bar to narrow down the connector.
- Select the Add connection button.
-
Enter the required credentials, then select Connect.
- Your connection has been added.
You can use the connection to enable the Marketo activities in UiPath Studio to build automations for list, lead management. The various permission-based use cases that can be achieved are as follows:
Scope/permission | Use case | Activity/event |
---|---|---|
Read-Write Leads | To create lead, add/remove lead to an existing list and retrieve all leads, lead changes |
Create Lead Add Leads to List Remove Leads from List Get Lead Changes Update Lead Get All Leads |