Set up the Integration in Marketo
Create a Role
- Login to Marketo: https://login.marketo.com/
- Select Admin from the top right of the header menu
- Select Users & Roles under Security on the left sidebar menu
- Select the Roles tab
- Select New Role
Configure Role
- Add the role name: API Role
- Add description: Tackle Marketo Integration
- Select permissions: Access API group
- Select Create
Create a User
- Select Users tab
- Select Invite New User
Configure User Info
- Create a new user for the Tackle Integrations API to connect to Marketo.
This should not be a real person
The field values below are placeholders.
- Add the Email: [email protected]
- Add First Name: Tackle Integrations
- Add Last Name: API User
- Add the Reason: Tackle API User for access to lead records.
- Leave Access Expires set to Never
- Select Next
Configure User Permissions
- Add Roles: Select the role name you created earlier
- Check API Only
- Select Next
- Configure Step 3 Message; select Send
Create a Custom Service with LaunchPoint
- Select Admin from the top right of the header menu
- Select LaunchPoint under Integration on the left-hand sidebar menu
- Under the Installed Services tab, select New > New Service
Configure Custom Service
- Add the Display Name: Tackle Integration
- Add Service: Custom
- Add the Description: Tackle lead management integration
- API Only User: select the email address entered for the user created in step 4 above
- Select Create
Creating a New Campaign Folder
- Select the dropdown Marketo logo at the top left of the header menu
- Select Marketing Activities
- On the left-hand navigation bar, right-click Marketing Activities
- Select New Campaign Folder
- Add Name: Tackle Integration
- A new folder will be created on the left-hand navigation bar
Creating a New Program
- Right-click the Tackle Integration campaign folder and select New Program
- Add Name: Tackle
- Select Program Type: Default
- Select Channel: Web Request
- Add Description: The intended use is for the Tackle Marketo Integration.
- Select Create
- Leave this page open for reference later
If you have questions or need any assistance with these instructions, please contact a marketplace guide at [email protected]
Updated 3 months ago