Marketo - Native - Add Lead

Credentials

Ask the client to setup their credentials to their console you can provide the following URL with the placeholder replaced

{console}.postclickmarketing.com/Admin/Integration/ExternalServices

Within the Marketo Category the client needs to create a new entry, Label it and add their Marketo credentials. That they have retrieved by following the steps provided by the Marketo Documentation.

Example: [martech-tools console] Marketo Credentials

Fieldmapping

Setup the Fieldmapping based on the Worksheet provided by the client. And adjust the form on the right to collect all Fields.

Example: [martech-tools console] Marketo REST - Add Lead

Recommendation: In order to keep Fieldmappings as flexible as possible only make the e-mail address required. This tends to allow the fieldmapping to be reused with a lot of variations of form in creative.

In order to dispel the concerns of the client. Fields can still be made required in the form in the creative to make sure all data they want is collected.

Integration

Setup the Integration using the Fieldmapping created in the previous step.

Example: [martech-tools console] Marketo REST - Add Lead

Creative

Add the integration trigger. This is usually the submit button on the form. But can be placed anywhere that allows you to add Rules to an action or a Page.

Example: REST API - Add Lead - Submit Button

Recommendation: Add the Mark to re-run integration action before the Run integration action