NEW: Use Marketo as a data source

Resources

Data Source Type: Web Accessible Resource (Marketo)
Format of URL Endpoint: https://{subdomain}.mktorest.com/rest

To query json data, use the following query syntax:
https://{subdomain}.mktorest/com/rest/v1/lead/1.json
Replace {subdomain} with your subdomain name.
API Documentation: Quick Start Guide for Marketo REST API

List of available endpoints

List of error codes
API Limits 10,000 API calls per day per Client ID. For example, if pulling back multiple pages, each page is considered a separate call.

100 calls per 20 second window.

1 MB per API call.

300 records per page.

The Klipfolio-Marketo integration currently relies on the ability to pull Static Lists into Klipfolio. By using this method, you can leverage Marketo’s rich list of fields associated with lead records to create dashboards.

Defining your approach

Due to limitations with Marketo’s API, you will only be able to pull in static lists that contain less than 30,000 leads. However, for most organizations, this still allows you to create real-time, monitoring dashboards. Here are some suggested approaches:

  • Leads created today
  • Leads created past 7 days
  • Leads created past 30 days
  • Leads created by a campaign
  • Leads by a specific revenue stage (eg: leads with an opportunity)

For larger lists, consider using Klipfolio’s Salesforce integration.

Currently, Klipfolio is not able to connect to Marketo email marketing data.

Step-by-Step

Creating a Marketo Data Source

To create a Marketo data source, you will need to complete the following steps:

  1. Set up Klipfolio as a LaunchPoint Service (you will only need to do this once).
  2. Create static lists in Marketo to report on.
  3. Create a data source in Klipfolio.
  4. Modify the API request to retrieve additional fields.

1. Set up Klipfolio as a LaunchPoint Service

You will only need to complete this task once in order to create your LaunchPoint Client ID and LaunchPoint Client Secret. These two values are required each time you create a Marketo data source in Klipfolio.

2. Create static lists in Marketo

Static Lists are containers within Marketo that ‘house’ leads that have been assigned to that list. Unlike Smart Lists, Static Lists are not dynamic. Therefore, you will need to set up a program that controls when leads are added and removed from a Static List.

From an organizational perspective, it’s easier to create separate folders and programs to house lists categorically. For this example, we will use a program to house all lists that segment leads that were created today. Similarly, you could look at leads from different time periods or from a specific program.

  1. Navigate to your Operational or Data Management folder with Marketo Marketing Activities.
  2. Create a New Folder called Klipfolio.
  3. Create a New Program. This prompts the New Program Dialog.
    1. Provide a name for the program. For example: Name this program Today’s Leads and use the program to house all lists that capture daily leads.
    2. Select Operational from the Channel drop down menu.
    3. Click the Create button.
  4. Create a New Folder within the Program called All Leads. This folder will house All Leads that were created today .
  5. Create a New List.
    1. Name the List KD.Today’s Leads.
    2. Click the Create button.
  6. Create a Smart Campaign.
    1. Name the Smart Campaign 01-Add to List.
    2. Click the Create button.
  7. Edit Smart Campaign 01-Add to List.
    1. Open the Smart List tab.
    2. Select the trigger Lead is Created.
    3. Add Constraint Date of Activity.
    4. From the first Date of Activity drop down menu, select in time frame.
    5. From the first Date of Activity drop down menu, select Today.
    6. Open the Flow tab.
    7. Select flow step Add to List.
    8. In the List Name field, enter the list name KD.Today’s Leads.
    9. Open the Schedule tab.
    10. Click the Activate button.
  8. Create a Smart Campaign
    1. Name the Smart Campaign 02-Remove to List.
    2. Click the Create button.
  9. Edit Smart Campaign 02-Remove to List
    1. Open the Smart List tab.
    2. Select the filter Lead was Created.
    3. Add constraint Date of Activity.
    4. From the first Date of Activity drop down menu, select Yesterday.
    5. Select the filter Member of List.
    6. In List Name field, enter the list name KD.Today’s Leads.
    7. Open the Flow tab.
    8. Select the flow step Remove from List.
    9. In List Name field, enter the list name KD.Today’s Leads.
    10. Open the Schedule tab.
    11. Select the Schedule Recurrence option.
    12. Set the schedule to recur Daily at 12:00AM

3. Create a data source in Klipfolio

To create a data source in Klipfolio, you will complete the following steps:

  1. Find your Launch Point Client ID & LaunchPoint Client Secret
  2. Find your REST API Identity URL & REST API Endpoint URL
  3. Find the unique ID for your Static List
  4. Submit the query in Klipfolio Dashboard

Finding your Launch Point Client ID & LaunchPoint Client Secret

  1. In Marketo, navigate to the Admin section.
  2. Select LaunchPoint from the navigation menu.
  3. Under Installed Services, find Klipfolio. Click View Details.
  4. The dialog that pops up will give you values for both Launch Point Client ID & LaunchPoint Client Secret.
  5. Copy these values to a location that is easily accessible.

Finding your REST API Identity URL and REST API Endpoint URL

  1. In Marketo, navigate to the Admin section.
  2. Select Web Services from the navigation menu.
  3. In the REST API section, you will find the values for both REST API Identity URL and REST API Endpoint URL.
  4. Copy these values to a location that is easily accessible.

Finding the unique ID for your Static List

  1. In Marketo, navigate to the Marketing Activities section.
  2. Search for your Klipfolio folder.
  3. Select the static list you’d like to use in Klipfolio.
  4. To find the unique ID for your list, view the URL presented in your browser’s address bar. The ID will be the 4 numeric digits that are presented immediately after the letters ST. This value may appear as follows:
    https://app-ab11.marketo.com/#ST2172B2LA1
  5. Copy this value to a location that is easily accessible.

Submitting the query in Klipfolio 

  1. Open Klipfolio.
  2. Navigate to the Library
  3. Select the Data Sources tab, and Create a new Data Source
  4. Select Marketo from the list of services.
  5. Enter your LaunchPoint Client Id, Secret, and REST API Identity URL.
  6. For the REST Request URL, modify the URL so it appears similar to the following example: https://614-OQV-361.mktorest.co/rest/v1/list/1234/leads.json. Note: It’s important to modify the query to include the version information (v1/list), as well as to specify the unique ID of the list, the type of asset being called, and the format to return the data (1234/leads.json).
  7. Add the appropriate fields to your query. For example,
    https://614-OQV-361.mktorest.com/rest/v1/list/2269/leads.json?fields=firstname,lastname,email,leadScore
  8. Click Get Resource.
  9. The request should return results within 60 seconds.

4. Modify the query in Klipfolio

By modifying the request URL, you can retrieve additional information about lead records in your query. For instance, you may wish to retrieve data points such as Lead Source, Lead Score, Lifecycle Status, and other custom fields.

This section will detail how to set up the Request URL to accept additional fields, and how to determine what fields are available to your organization via the Marketo API.

Setting the Request URL to accept additional fields

After the text .json, add the following text: ?fields=.

This parameter will allow you to enter additional fields into the query.

Determining which fields are available to your organization

Each organization has its own list of unique Marketo fields associated with lead records. Here’s how to retrieve that list and to add those fields to your URL request.

  1. Navigate to the Admin section of Marketo.
  2. Select the Field Management option from the navigation menu.
  3. Click the Export Field Names option in the Fields menu. You will download an Excel file with a list of all fields available.
  4. Select values from the 1st column to modify your Request URL.
  5. To build a custom Request URL, append fields to the URL in the following format: ?fields=leadSource,leadScore,email,inferredCountry
  6. Submit the query.

Connecting to data sources

  1. Klipfolio Data Source Integrations
  2. Creating data sources
  3. Best practices for uploading your data
  4. Updating data sources
  5. About data source refresh
  6. Install the latest Google Analytics KlipStart Dashboard
  7. NEW: Install the latest Google AdWords KlipStart (for MCC accounts only)
  8. Guide to Web Accessible (REST API) data sources
  9. Authentication method: OAuth Token Authentication for Web Accessible Data Source
  10. Why does Klipfolio need specific permissions to connect my service accounts?
  11. Authentication method: 2 Step Authentication
  12. Authentication method: Basic HTTP Authentication
  13. Authentication method: API Key Authentication
  14. Managing OAuth tokens for connected accounts
  15. Use date range parameters to modify data retrieval period
  16. NEW: Signed Authentication Builder (Hash Helper) (advanced)
  17. Locate a data source ID
  18. SQL Databases
  19. Use files from your computer as a data source
  20. Use Email Attachments as a data source
  21. Use Excel spreadsheets as a data source
  22. NEW: Use Adobe Analytics as a data source
  23. NEW: Use Alexa as a data source
  24. Use Asana as a data source
  25. NEW: Use Atlassian JIRA as a data source
  26. NEW: Use AWeber as a Data Source
  27. NEW: Use Basecamp as a data source
  28. Use Bitly as a data source
  29. Use Box as a data source
  30. NEW: Use Buffer as a data source
  31. NEW: Use CallRail as a data source
  32. Use Campaign Monitor as a data source
  33. NEW: Use Chargify as a data source
  34. Use Cloud Monitor as a data source
  35. Use comScore Digital Analytix as a data source
  36. NEW: Use Desk.com as a data source
  37. Use Dropbox as a data source
  38. Use Eloqua as a data source
  39. Use Facebook as a data source
  40. NEW: Use Facebook Ads as a data source
  41. NEW: Use FluidSurveys as a data source
  42. Use Freshdesk as a data source
  43. NEW: Use Fusebill as a data source
  44. Use FTP or SFTP as a data source
  45. NEW: Use Glassdoor as a data source
  46. Use Google+ as a data source
  47. NEW: Use Google AdWords as a data source
  48. Use Google Analytics as a data source
  49. Use Google Analytics to create a Multi-Channel Funnel (MCF) API data source
  50. NEW: Use Google Calendar as a data source
  51. Use Google Drive Apps as a data source
  52. Use Google Webmaster Tools as a data source
  53. NEW: Use Harvest as a Data Source
  54. NEW: Use GoSquared as a data source
  55. Use Heartbeat as a Data Source
  56. NEW: Use HubSpot as a data source
  57. NEW: Use iFormBuilder as a data source
  58. PREVIOUS: Use iFormBuilder as a data source
  59. Use Infusionsoft as a data source
  60. NEW: Use Insightly as a data source
  61. NEW: Use Instagram as a data source
  62. NEW: Use Intercom as a data source
  63. Use Intervals as a data source
  64. NEW: Use Lighthouse as a Data Source
  65. Use LinkedIn as a data source
  66. Use Localytics as a data source
  67. Use MailChimp as a data source
  68. NEW: Use Mixpanel as a data source
  69. NEW: Use Marketo as a data source
  70. NEW: Use Moz as a data source
  71. NEW: Use New Relic as a data source
  72. Use Nicereply as a data source
  73. Use Optimizely as a data source
  74. NEW: Use Pardot as a data source
  75. Use Pingdom as a data source
  76. NEW: Use Pipedrive as a data source
  77. Use Podio as a data source
  78. NEW: Use QuickBooks as a data source
  79. Use QuickBooks with the Email Attachment Connector
  80. NEW: Use Quintly as a data source
  81. Use Radian6 as a data source
  82. NEW: Use RSS news feeds as a data source
  83. Use Salesforce as a data source
  84. Use Searchmetrics as a data source
  85. Use Sendible as a data source
  86. NEW: Use Shopify as a data source
  87. Use ShoreTelSky as a data source
  88. NEW: Use Slack as a data source
  89. Use Smartsheet as a data source
  90. NEW: Use Stripe as a data source
  91. Use SurveyGizmo as a data source
  92. NEW: Use Swrve as a data source
  93. Use Toggl as a data source
  94. NEW: Use Trello as a data source
  95. NEW: Use Taleo as a data source
  96. NEW: Use Talkwalker as a data source
  97. NEW: Use Todoist as a data source
  98. Use Topsy as a data source
  99. Use Twitter as a data source
  100. Use UserVoice as a data source
  101. NEW: Use VKontakte as a data source
  102. Use Webtrends as a data source
  103. NEW: Use Xero as a data source
  104. Use XMLA as a data source
  105. NEW: Use Yahoo Finance as a data source
  106. Use YouTube Analytics as a data source
  107. Use Zendesk as a data source
  108. Use Zoho CRM as a data source
  109. Automate data upload using the data source API
  110. Use Unbounce as a data source
  111. Data examples

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