Set up the Marketo integration (beta)

This article describes how to configure the two-way integration with Marketo for the first time. For an overview of the integration capabilities, see Marketo integration with Pendo (beta).

Note: This data integration is separate from the Orchestrate feature that adds Marketo campaigns to journeys. For more information, see Send Marketo campaigns from a journey in Orchestrate.

Prerequisites

To configure the Marketo integration, you must have:

• An active Pendo subscription.
• Admin user permissions in Pendo.
• A Marketo account with Access API and Access Database permissions.

Step 1. Get your Marketo credentials

Before you connect the integration, you need the following information from your Marketo instance:

• API endpoint domain
• Client ID
• Client secret

Get the API endpoint

1. In your Marketo instance, go to Admin > Integration > Web Services.
2. In the REST API section, locate the Endpoint and Identity fields.
3. Copy the domain portion of the Endpoint URL. This follows the format 123-ABC-456.mktoforest.com.

Use the exact endpoint shown in your Marketo tenant rather than guessing from a Munchkin ID or subscription ID.

Get the client ID and client secret

If you're connecting Pendo to Marketo for the first time:

1. In your Marketo instance, go to Admin > Integration > LaunchPoint.
2. In the Installed Services page, select New Service, then follow the prompts to generate a Client ID and Client Secret.
3. Copy the Client ID and Client Secret.

If you're reconnecting an existing integration:

1. In the Installed Services page, select View Details for the service you want client credentials for. 

2. Copy the Client ID and Client Secret.

For more information, see the Marketo developer documentation and Marketo custom service setup guide.

Step 2. Connect your Marketo account

1. In Pendo, go to Settings > Integrations.
2. Find and open the Marketo tile.
3. Select Set up & activate inside the Marketo Visitor sync section to set up the integration for the first time.
4. Connect to your Marketo account by providing the following account details (obtained in the previous step):
   • API endpoint domain
   • Client ID
   • Client secret
5. Select Next to continue.

Step 3. Map visitor and lead data fields

1. Select the fields you want to map between Marketo and Pendo.

   • By default, Visitor ID is mapped to the Pendo visitor.

   • Email address is mapped to the Marketo lead.

2. Select Next to continue.

Step 4. Pull data from Marketo

1. Select which fields you want to import from Marketo into Pendo using a join key.

   • Lead ID is always imported automatically.

2. To import additional fields:

   • Select a field from the dropdown list.

   • Select Add to add another data field.

3. Select Next to continue.

Step 5. Push data from Pendo

Select the data you want to push from Pendo to Marketo using a join key.

1. Choose the Pendo fields to push to Marketo:
   • In the Aggregate Fields section, select the Pendo data fields you want to push.
   • In the Metadata Fields section, select the Pendo data you want to push.
   • In  the Poll Fields section, select the Pendo data you want to push.
2. Select Add to add more data fields for each section.
3. Select Next to continue.

Step 6. Configure Pendo segments to push

To connect a Pendo segment to a Marketo List:

1. Select the Marketo List Folder from the dropdown menu.
2. By default, Create new leads from segments is enabled.
3. If enabled, select which Pendo segments to use to create new leads in Marketo.
4. When you're ready to continue, select Finish.

To make changes after setup, go to Settings > Integrations, open the Marketo tile, and select Edit integration.