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.

While in the Landing Pages list, click on the name of the desired page and select Integrations -> 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 the message below and you can go to the main Integrations Dashboard to connect. 

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You can go to the main Integrations dashboard by selecting the workspace you want and then clicking Settings - Integrations - Marketo.

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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 workspace. When you have connected the account, come back to the slideout menu 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 Static list you would like to use and click Continue. Note that through the direct integration you can only send leads to a Static list;

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

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Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by Marketo, you must adhere to the following mapping logic:

  • Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
  • Internal Value Matching: If a Marketo field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
  • Type Consistency: We strongly recommend that fields on both sides (Instapage and Marketo) share the same data type (e.g., Text to Text, Number to Number).
  • The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to Marketo.
  • Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your Marketo list properties to house that specific data.
  • Custom Fields Limitation: We support a limit of 100 custom fields. If you have more than 100 custom fields, your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.

If you went through all the steps, click on FINISH, and you should see a confirmation message.

Then click on CLOSE.

In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.

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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.  

- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.

If you are using Marketo Munchkin to track the web data of your leads, you can check out our article on how you can connect it to your Instapage account as seen here: https://d.pr/YN7BW8 

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.