Table of Contents

Search

  1. Preface
  2. Introduction to Marketo V3 Connector
  3. Connections for Marketo
  4. Marketo sources and targets
  5. Synchronization Tasks with Marketo
  6. Mappings and Mapping tasks with Marketo
  7. Troubleshooting
  8. Data type reference
  9. Marketo activity type reference

Marketo V3 Connector

Marketo V3 Connector

Lead

Lead

When you configure a lead data object to write to a Marketo target, you can insert, update, upsert, or delete leads in Marketo. To create leads in Marketo, you can use the Standard API to insert data.
You can configure the target object to perform the following operations:
Insert a lead with the Standard API
Use the Standard API when you want to insert few leads at a time. You cannot use the Bulk API to insert leads in the Marketo database.
When you configure a task to use the Standard API, you can specify the following properties in the advanced target properties:
  • Lead - Type of API to be used
    . Select Standard API. API type is a mandatory parameter.
  • Lead - Create Duplicate
    . Set to Yes if you want to add duplicate leads.
  • Lead - Lookup Field
    . If there are duplicate leads while adding leads, Marketo uses the default email field from the record to check if there are any duplicate leads. If you do not want to use the email field, specify the lookup field value to find the duplicate leads.
  • Success File Directory
    . The directory for the success file.
  • Error File Directory
    . The directory for the error file.
For example, you have source data that contains leads and you want to insert those leads in Marketo.
The following table shows sample data to insert leads to Marketo:
firstName
salutation
middleName
lastName
email
phone
Renzege
Mr
Joe
Olson
Renzege@intergraph.com
9880205707
Micheal
Mr
Don
Kutkinson
Micheal.Kutkinson@intergraph.in
990355707
Bobslinger
Mrs
Jack
Mario
bob.Slinger@intergraph.com
721-530-2000
Renzege
Mr
Ron
Olson
Renzege.Aurther@intergraph.com
9880205678
Select the flat file as the source object and lead as the target object. Create a
synchronization
task or
mapping
task with the insert operation. Map the incoming fields with the appropriate Marketo fields. When you run the task, the Marketo API inserts the source rows in the Marketo database.
Update Lead
To update a lead in Marketo, provide the lead details. Map the incoming fields with the appropriate Marketo fields.
You can configure the following advanced target properties to update leads in Marketo:
  • Lead - Partition Name
    . You can specify the partition name in Marketo to which you want to update the lead.
  • Lead - Lookup Field
    . Specify the lookup field to determine which lead you want to update. When you do not specify a lookup field, Marketo uses email ID as the default lookup field. You can specify any one of the following lookup fields: id, cookie, email, twitterId, facebookId, linkedInId, sfdcAccountId, sfdcContactId, sfdcLeadId, sfdcLeadOwnerId, sfdcOpptyId, or custom field.
Upsert Lead
You can upsert leads that are not present in Marketo. If the leads are present, the Marketo API updates those leads. Specify the lookup field to determine which lead you want to upsert. If you do not specify a lookup field, Marketo uses email ID as the default lookup field.
The insert and update configurations are applicable for the upsert operation. You can specify any one of the following lookup fields: id, cookie, email, twitterId, facebookId, linkedInId, sfdcAccountId, sfdcContactId, sfdcLeadId, sfdcLeadOwnerId, sfdcOpptyId, or custom field.
Delete Lead
You can delete a lead in Marketo. When you map the lead ID from the source field to the target lead ID in the field mapping of a
synchronization
or
mapping
task, the Marketo API deletes the lead containing that ID in Marketo.

0 COMMENTS

We’d like to hear from you!