This article explains how to connect your Marketo instance to Pendo Predict so you can use it as a data source when building predictive models.
Requirements
Before you begin, make sure you have:
- A Pendo Predict account.
- A Marketo admin account.
Step 1. Set up the Marketo integration
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In your Marketo account, go to Admin > Users & Roles.
- Open the Roles tab, then select New Role.
- Name your new role Pendo_read_person_and_activity.
- Under API Access, select Read-Only Activity and Read-Only Person, then select Create.
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Return to the Users tab, then select Invite New User.
- Add user email, first and last name
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Assign the Pendo_read_person_and_activity role and check the API Only checkbox.
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Click on Send
- Go to the Launch Point tab.
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Select New > New Service.
- Enter a Display Name (for example, pendo_oauth2).
- For Service, select Custom.
- Add a description.
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For API Only User, select the email of the user you just created.
- After the service is created, select View Details. Copy the Client ID and Client Secret.
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In the left panel, go to Web Services. Under REST API, copy the Endpoint and Identity URLs.
Step 2. Connect Marketo in Pendo Predict
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In Pendo Predict, go to the Sources tab.
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Select New Source, then choose Marketo.
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Enter a name for the connector (for example, Marketo), then select Next.
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Enter the Client ID and Client Secret, then the Endpoint and Identity URLs from Step 1. Set up the Marketo integration.
- Select Authorize to connect Marketo to Pendo Predict.
Note: It might take a few minutes for permissions to populate in Marketo. If the connection fails, wait and try selecting Authorize again.
Step 3. Manage the Marketo source
As the owner of a data source, you can manage its access and ensure the connection is functioning correctly. This includes sharing the source with additional users and testing the connection.
- To test the connection, select the ellipsis (three dots) icon, then choose Test connection.
- To share the source, select the ellipsis (three dots) icon, then choose Share. When shared, other users can use the Marketo source when building predictive models.