Marketo

Step-by-step guide to send event data from RudderStack to Marketo.

Marketo is a leading marketing automation platform that allows you to identify the right audiences through effective behavioral tracking, and deliver automated, personalized marketing campaigns to enhance their overall product experience. It also offers cutting-edge email marketing, lead management, and revenue attribution solutions. With Marketo, you can deliver enhanced customer experiences and build customized products for businesses across all spectrum - including tech, healthcare, media, manufacturing, and education.

RudderStack allows you to seamlessly configure Marketo as a destination to which you can send your event data seamlessly.

Find the open-source transformer code for this destination in our GitHub repo.

Getting Started

To enable sending data to Marketo, you will first need to add it as a destination to the source from which you are sending your event data. Once the destination is enabled, events from RudderStack will start flowing to Marketo.

Before configuring your source and destination on the RudderStack, please verify if the source platform is supported by Marketo, by referring to the table below:

Connection Mode

Web

Mobile

Server

Device mode

-

-

-

Cloud mode

Supported

Supported

Supported

To know more about the difference between Cloud mode and Device mode in RudderStack, read the RudderStack connection modes guide.

Once you have confirmed that the platform supports sending events to Marketo, please perform the steps below:

  • Choose a source to which you would like to add Marketo as a destination.

Please follow our Adding a Source and Destination guide to know how to add a source in RudderStack.

  • Select the destination as Marketo to your source. Give your destination a name and then click on Next.

  • On the Connection Settings page, fill all the fields with the relevant information and click Next

Marketo Connection Settings in RudderStack

Configurable Settings

The following are the settings to be configured:

  • Munchkin Account ID: You can find the ID on the Munchkin page under Integration on your Admin settings page.

  • Client ID: To get the ID navigate to the LaunchPoint page under Integration on your Admin settings page. Then select the API service and click on "View Details".

  • Client Secret: You can find the secret next to the ID from the previous step

You need to create two fields in Marketo with API names exactly as userId and anonymousId. We lookup the Lead objects using these properties. Without these two fields all the events will fail.

Track

We register a custom activity to Marketo for the track calls. You need to create the map of the events you want to send through RudderStack to the custom activity ID you have received on your Marketo dashboard. For every custom activity, Marketo needs a Primary Key value. You need to create the map of properties field and the event name where you intend to send the value of the Primary Key for that event. For the other properties you need to create a mapping between the name you want to send to marketo and your properties field name from your source.

A sample track call is as shown in the snippet below:

rudderanalytics.track("Order Completed", {
checkout_id: "C324532",
order_id: "T1230",
value: 15.98,
revenue: 16.98,
shipping: 3.0,
coupon: "FY21",
currency: "INR"
});

Identify

We create or update a Lead object in Marketo through an identify request. By default we map the following traits to relevant fields in Marketo. For rest of the fields you want to sync with Marketo, you need to create a mapping of your traits field name and the customFieldName from your Marketo dashboard.

Marketo Field Name

RudderStack Trait Name

City

address.city

Company

company.name

Country

address.country

Email

email

FirstName

firstName

Industry

company.industry

LastName

lastName

OriginalSourceInfo

leadSource

NumberOfEmployees

company.employee_count

Phone

phone

PostalCode

address.zip

Rating

rating

State

address.state

Address

address.street

Title

title

DateofBirth

birthday

Website

website

A sample identify call is as shown:

rudderanalytics.identify("name123", {
name: "Name Surname",
first_name: "Name",
last_name: "Surname",
createdAt: "Thu Mar 24 2020 17:46:45 GMT+0000 (UTC)",
});

FAQs

Why are my requests failing with the message "Lookup failed"?

Please make sure that you've created two fields in Marketo with the names userId and anonymousId so that RudderStack can lookup the Lead database for leadId with the userId passed along with the event.

Why are my track events failing?

Please check whether you've turned off the Track Anonymous Id settings on the dashboard. If the setting is turned off and you are not sending an userId along with your event, the events will fail.

Contact Us

If you come across any issues while configuring or using Marketo with RudderStack, please feel free to contact us. You can also start a conversation on our Slack channel; we will be happy to talk to you!