Integration with Marketo
- How do I enable or disable the option to integrate the platform with Marketo?
- Integrating InEvent with Marketo
- Integration Configuration
- How do I activate the Marketo ID Auto for an event?
- How many API requests can we expect per day or per registration?
- Is it possible to rename the Marketo program created by InEvent?
This synchronization helps you import and export data between InEvent and Marketo. The organizer will be able to automatically import all the gathered information at Marketo to the InEvent platform, registering all the data at the event. New registrations at the InEvent platform will also be sent automatically to the Marketo platform, synching leads and information.
How do I enable or disable the option to integrate the platform with Marketo?
To integrate Marketo with InEvent Platform, you need to verify if the feature is enabled at the Company level. Please check under Account > Tools if Marketo is set to Yes.
Integrating InEvent with Marketo
Then, you can move to Integrations > Marketo. As soon as click on it, a page will load and you will fill in the blanks:
To find out the data above: clientId, clientSecret, and munchkinId, you need to access your Marketo account.
Click on Admin > Security > User & Roles.
In Roles, you must click on New role.
Then create a new Role and name it API, select the Access API (25 of 25) option, and then click on Create.
You will see the recently created Role on your screen just after you finish the step above.
A new user must be created. To do this, click on Users > Invite new user.
- Step 1 INFO: Add Email, First name, and Last name (it must be written API). Then, click on Next.
- Step 2 PERMISSIONS: You must check the 'API' option and also the 'API Only' and click on the Next button. Note: The 'API Only' option is mandatory.
- Step 3 MESSAGE: Just click on Send to finalize the process
The next step is to configure the Integration, for this you need to click on Admin > Integration Launchpoint.
On this screen, you need to create a new service by clicking on New > New service.
You must fill in the fields according to the following image (except the description field, which can contain any text as it makes no difference, and the API Only User should contain the previously created user) and click on Create.
To check your final information click View details.
Note that the information requested to finish the integration inside our platform is in the details. Then you just copy and paste the clientId and clientSecret into the integration with Marketo screen.
Finally, the munchkinId can be found on Integration > Munchkin > Munchkin account ID.
After filling in all fields in the integration screen, click on Link Account. You can see in the following screen that the integration has been made.
After linking your Marketo Account with InEvent at company level, you can select your event and make the integration configuration. To do so, on your event's page click on Settings > Integrations > Marketo.
In the List Information, you'll have the option to choose a list of InEvent to be linked with a list in Marketo. You should select the desired lists and click on Link Lists to integrate them.
We have the additional information configured in the Set Custom field from InEvent platform. You must choose the option for the Marketo field to be linked within the checkbox Custom field.
Here you have to option to select the program you want to link with InEvent. You need to type it to search.
To synchronize attendees, you must click on Synchronization > Sync attendees. You will be notified by email when the synchronization is ready.
After the synchronization has been confirmed in your email, your information will be updated on the integration information page. To see the new attendee's information you must update your View Attendees page (F5) and all new information will be updated. Automatic synchronization takes place every hour of the day/ night.
All attendees who are synchronized via integration with Marketo will be flagged with a lightning bolt.
To see additional information for each attendee you need to click on Edit, and select the person you want. Additional information is available on the right side of your screen.
How do I activate the Marketo ID Auto for an event?
First, enable the tool in our system following the steps listed in the previous sections.
Then, once the tool is enabled, you will have a link example in your Marketo Settings that you can use to generate Magic Links directly on Marketo.
How many API requests can we expect per day or per registration?
We send around 5 to 6 API calls per registration.
Is it possible to rename the Marketo program created by InEvent?
You need to rename it manually on Marketo, but it may break the integration since Marketo uses the name to integrate. Our recommendation in that case is to not activate the automatic program creation, create it manually on Marketo, and then link it with an event.