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 Marketo data source, and it will open a sidebar to configure the connection details.
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Enter a unique connection name to identify the connection.
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Click the "Client Id *" field.
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Navigate to your Marketo Instance.
We will be creating the following :
Role
User
Web Service
In the Admin Page, Click "Users & Roles"
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Click "Roles"
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Click "New Role"
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Click the "Role Name:" field.
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Click the "Description:" field.
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Expand Access API
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Select Read-Only Activity
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Select Read-Only Activity Metadata
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Select Read-Only Assets
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Select Read-Only Campaign
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Select Read-Only Company
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Select Read-Only Named Account
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Select Read-Only Named Account List
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Select Read-Only Opportunity
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Select Read-Only Person
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Select Read-Write Person (This is needed for write back)
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Click "CREATE"
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Click "Users"
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Click "Invite New User"
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Please add the Email, First Name, Last Name and Reason
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Click "NEXT"
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Select the Role created.
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Enabled API Only
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Click "NEXT"
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Click "SEND"
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Click "LaunchPoint"
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Click "New"
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Click "New Service"
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Enter Display Name and Click on Service
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Click "Custom"
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Click the "Description:" field.
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Click the "API Only User:" field.
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Select the user created above
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Click "CREATE"
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Click "View Details"
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Copy Client ID
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Navigate to RevSure tab and Paste the Client ID
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Navigate to Marketo and Copy the Client Secret
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Navigate to RevSure tab and Paste Client Secret
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Navigate to Marketo tab and close the model
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Click on Web Services
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Copy the endpoint URL without /rest.
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Navigate to RevSure tab and Paste the URL (Example: [[[https://XXX-XXX-XXX.mktorest.com]]]
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Select historical date to sync from.
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Select sync frequency, time and timezone to trigger the sync.
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Click "Connect"
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Click "CONFIRM MAPPING" to confirm mapping.
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Data source will be added, and you will be able to view sync status.
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