integration-service
2024.10
true
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Integration Service for Automation Suite User Guide
Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Nov 11, 2024

Marketo authentication

Prerequisites

To create a connection, you need the following credentials:

  • Client ID
  • Client secret
  • Base URL

Retrieve the credentials

Client ID and Client secret

To generate the client ID and the client secret, follow the steps below:

  1. Go to the Marketo website and log in using your standard credentials.
  2. Once you are logged in, select Admin in the upper part of the main interface.
  3. On the left-side menu, go to Integration and select LaunchPoint.


  4. Select New and then select New Service.



  5. Choose a Display Name.
  6. From the Service drop-down menu, choose Custom.
  7. Provide a Description and select any user from the API Only User drop-down menu.
  8. Select CREATE.


  9. To display the client ID and the client secret, select View Details for your corresponding service.

  10. The Client Id and the Client Secret are displayed on the screen.

Base URL

To retrieve the base URL, follow the steps below:

  1. Go to the Marketo website and log in using your standard credentials.
  2. Once you are logged in, select Admin in the upper part of the main interface.
  3. On the left-side menu, go to Integration and select Web Services.
  4. Under REST API, next to Endpoint, the base URL is displayed on the screen.


Add the Marketo connection

To create a connection to your Marketo instance, you need to perform the following steps:

  1. Select Integration Service from Automation Suite.

  2. From the Connectors list, select Marketo. You can also use the search bar to narrow down the connector.

  3. Select the Add connection button.

  4. Enter the required credentials, then select Connect.



  5. Your connection has been added.

Scopes and permissions

You can use the connection to enable the Marketo activities in UiPath Studio to build automations for list, lead management. The various permission-based use cases that can be achieved are as follows:

Scope/permissionUse caseActivity/event
Read-Write LeadsTo create lead, add/remove lead to an existing list and retrieve all leads, lead changes

Create Lead

Add Leads to List

Remove Leads from List

Get Lead Changes

Update Lead

Get All Leads

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