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Integrating with Marketo

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Marketo's powerful marketing automation software helps marketers master the art & science of digital marketing to engage customers and prospects.

Follow the instructions below to set up the integration.

If you're in the editor, exit the builder to go to the Experience Manager interface:

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Go to the Integrations tab of the Experience Manager and select Form Integrations:

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If you have already connected your Marketo account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect. 

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If you go to the main Integrations dashboard to connect, look for Marketo in the page integrations list.

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Our direct integration is using the API of Marketo and in order to correctly connect your Marketo account, you need to be the Marketo account owner or a team member/user with API permissions.

Here's how to get your credentials from your Marketo account in order to establish the connection.

1. If it's your first time integrating Marketo with Instapage

a. Click on Admin on the upper menu;

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b. Click on Launchpoint under the Integration header in the left-hand navigation bar;

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c. Click on New and select New Service;

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d. Enter the Display Name and select Custom from the Service drop-down, then enter a Description and select the API Only User;

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e. Click Create and go to step c from the next set of instructions.

2. Client ID and Client Secret

a. Click on Admin on the upper menu;

b. Click on Launchpoint under the Integration header in the left-hand navigation bar;

c. Click the View Details link in the row associated with the Installed Service you want to use;

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d. Copy the Client ID and Client Secret from the modal window that opens upon clicking the View Details link.

3. Identity URL

a. Click on the Web Services link under the Integration header in the left-hand navigation bar;

b. Copy the URL shown adjacent to the Identity entry under the REST API heading in the main window.

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This step is done once per sub-account. When you have connected the account, come back to the Experience Manager for the page you want to integrate with Marketo and continue with the steps below.

NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. 

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Now select which list you would like to use and click Continue;

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Now just map all your Instapage fields to match the ones in Marketo;

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Make sure all the Marketo fields marked with an asterisk (*) are mapped in order for the integration to work.

If you map a field with the [None] option, the data submitted in that field will not be sent to Marketo.

The Auto Generate option will create a text field inside your integration.

If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.

That’s it. If you followed the steps correctly, your form submissions will be sent to Marketo automatically.

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Important Notes:

- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.

- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.

- Always test your integration with real email addresses as some systems recognize fake emails.  

If you are using Marketo Munchkin to track the web data of your leads, here's how you can connect it to your Instapage account: Marketo Munchkin

Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware and, as a consequence, the user interface may differ from the provided screenshots.

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