Add SalesPerson Data to Marketo - Marketo Developers

With the new SalesPerson APIs, you can freely associate Marketo leads to SalesPerson records in instances without a native CRM integration. This allows usage of {{lead.Lead Owner Email Address}} and related fields and tokens within Marketo.

Creating SalesPerson records

In order to associate leads to SalesPerson records, we first need to input our SalesPerson records into Marketo. This is done with the Create/Update/Upsert SalesPerson endpoint. Here’s an example class in PHP:

<?php

class SalesPerson{
	private $auth;//auth object
	private $action;// string designating request action, createOnly, updateOnly, createOrUpdate
	private $dedupeBy;//dedupeFields or idField
	private $input;//array of salesperson objects for input
	
	//takes an Auth object as the first argument
	public function __construct($auth, $input){
		$this->auth = $auth;
		$this->input = $input;
	}
	
	//constructs the json request body
	private function bodyBuilder(){
		$body = new stdClass();
		$body->input = $this->input;
		if (isset($this->action)){
			$body->action = $this->action;
		}
		if (isset($this->dedupeBy)){
			$body->dedupeBy = $this->dedupeBy;
		}
		return json_encode($body);
	}
	//submits the request to Marketo and returns the response as a string
	public function postData(){
		$url = $this->auth->getHost() . "/rest/v1/salespersons.json?access_token=" . $this->auth->getToken();
		$ch = curl_init($url);
		$requestBody = $this->bodyBuilder();
		curl_setopt($ch,  CURLOPT_RETURNTRANSFER, 1);
		curl_setopt($ch, CURLOPT_HTTPHEADER, array('accept: application/json','Content-Type: application/json'));
		curl_setopt($ch, CURLOPT_POST, 1);
		curl_setopt($ch, CURLOPT_POSTFIELDS, $requestBody);
		curl_getinfo($ch);
		$response = curl_exec($ch);
		curl_close($ch);
		return $response;
	}
	//getters and setters
	public function setAction($action){
		$this->action = $action;
	}
	public function getAction($action){
		return $this->action;
	}
	public function setDedupeBy($dedupeBy){
		$this->dedupeBy = $dedupeBy;
	}
	public function getDedupeBy($dedupeBy){
		return $this->dedupeBy;
	}
	public function addSalesPersons($input){
		if($this->input != null){
			if (is_array($input)){
				foreach($input as $item){
					array_push($this->input, $item);
				}
			}else{
				array_push($this->input, $input);
			}
		}else{
			$this->input = $input;
		}
	}
	public function getInput(){
		return $this->input;
	}
	
}

<?php

class SalesPerson{

private $auth;//auth object

private $action;// string designating request action, createOnly, updateOnly, createOrUpdate

private $dedupeBy;//dedupeFields or idField

private $input;//array of salesperson objects for input

//takes an Auth object as the first argument

public function __construct($auth, $input){

$this->auth = $auth;

$this->input = $input;

}

//constructs the json request body

private function bodyBuilder(){

$body = new stdClass();

$body->input = $this->input;

if (isset($this->action)){

$body->action = $this->action;

}

if (isset($this->dedupeBy)){

$body->dedupeBy = $this->dedupeBy;

}

return json_encode($body);

}

//submits the request to Marketo and returns the response as a string

public function postData(){

$url = $this->auth->getHost() . "/rest/v1/salespersons.json?access_token=" . $this->auth->getToken();

$ch = curl_init($url);

$requestBody = $this->bodyBuilder();

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

curl_setopt($ch, CURLOPT_HTTPHEADER, array('accept: application/json','Content-Type: application/json'));

curl_setopt($ch, CURLOPT_POST, 1);

curl_setopt($ch, CURLOPT_POSTFIELDS, $requestBody);

curl_getinfo($ch);

$response = curl_exec($ch);

curl_close($ch);

return $response;

}

//getters and setters

public function setAction($action){

$this->action = $action;

}

public function getAction($action){

return $this->action;

}

public function setDedupeBy($dedupeBy){

$this->dedupeBy = $dedupeBy;

}

public function getDedupeBy($dedupeBy){

return $this->dedupeBy;

}

public function addSalesPersons($input){

if($this->input != null){

if (is_array($input)){

foreach($input as $item){

array_push($this->input, $item);

}

}else{

array_push($this->input, $input);

}

}else{

$this->input = $input;

}

public function getInput(){

return $this->input;

}

In the above class, the $input variable is an array of stdClass objects with possible members:

externalSalesPersonId(only valid on create)
id(only as key in updateOnly mode)
email
fax
firstName
lastName
mobilePhone
phone
title

More detailed information about types and fields lengths can be retrieved through the Describe SalesPerson call.

Synching Leads

Here’s a quick example class for synching the leads we need:

<?php

class Leads{
	private $auth;//auth object
	private $action;// string designating request action, createOnly, updateOnly, createOrUpdate
	private $lookupField;//dedupeFields or idField
	private $input;//array of salesperson objects for input
	private $asyncProcessing;//specify whether input should be processed asynchronously
	private $partitionName;//partition name for update if requires

	//takes an Auth object as the first argument
	public function __construct($auth, $input){
		$this->auth = $auth;
		$this->input = $input;
	}

	//constructs the json request body
	private function bodyBuilder(){
		$body = new stdClass();
		$body->input = $this->input;
		if (isset($this->action)){
			$body->action = $this->action;
		}
		if (isset($this->lookupField)){
			$body->lookupField = $this->lookupField;
		}
		return json_encode($body);
	}
	//submits the request to Marketo and returns the response as a string
	public function postData(){
		$url = $this->auth->getHost() . "/rest/v1/leads.json?access_token=" . $this->auth->getToken();
		$ch = curl_init($url);
		$requestBody = $this->bodyBuilder();
		curl_setopt($ch,  CURLOPT_RETURNTRANSFER, 1);
		curl_setopt($ch, CURLOPT_HTTPHEADER, array('accept: application/json','Content-Type: application/json'));
		curl_setopt($ch, CURLOPT_POST, 1);
		curl_setopt($ch, CURLOPT_POSTFIELDS, $requestBody);
		curl_getinfo($ch);
		$response = curl_exec($ch);
		curl_close($ch);
		return $response;
	}
	//getters and setters
	public function setAction($action){
		$this->action = $action;
	}
	public function getAction(){
		return $this->action;
	}
	public function setDedupeBy($lookupField){
		$this->dedupeBy = $lookupField;
	}
	public function getDedupeBy(){
		return $this->dedupeBy;
	}
	public function addLeads($input){
		if($this->input != null){
			if (is_array($input)){
				foreach($input as $item){
					array_push($this->input, $item);
				}
			}else{
				array_push($this->input, $input);
			}
		}else if (is_array($input)){
			$this->input = $input;
		}else{
			$this->input = [$input];
		}
	}
	public function getInput(){
		return $this->input;
	}
	public function setAsyncProcessing($asyncProcessing){
		$this->asyncProcessing = $asyncProcessing;
	}
	public function getAsyncProcessing() {
		return $this->asyncProcessing;
	}
	public function setPartitionName($partitionName){
		$this->partitionName = $partitionName;
	}
	public function getPartitionName() {
		return $this->partitionName;
	}
	
}

<?php

class Leads{

private $auth;//auth object

private $action;// string designating request action, createOnly, updateOnly, createOrUpdate

private $lookupField;//dedupeFields or idField

private $input;//array of salesperson objects for input

private $asyncProcessing;//specify whether input should be processed asynchronously

private $partitionName;//partition name for update if requires

//takes an Auth object as the first argument

public function __construct($auth, $input){

$this->auth = $auth;

$this->input = $input;

}

//constructs the json request body

private function bodyBuilder(){

$body = new stdClass();

$body->input = $this->input;

if (isset($this->action)){

$body->action = $this->action;

}

if (isset($this->lookupField)){

$body->lookupField = $this->lookupField;

}

return json_encode($body);

}

//submits the request to Marketo and returns the response as a string

public function postData(){

$url = $this->auth->getHost() . "/rest/v1/leads.json?access_token=" . $this->auth->getToken();

$ch = curl_init($url);

$requestBody = $this->bodyBuilder();

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

curl_setopt($ch, CURLOPT_HTTPHEADER, array('accept: application/json','Content-Type: application/json'));

curl_setopt($ch, CURLOPT_POST, 1);

curl_setopt($ch, CURLOPT_POSTFIELDS, $requestBody);

curl_getinfo($ch);

$response = curl_exec($ch);

curl_close($ch);

return $response;

}

//getters and setters

public function setAction($action){

$this->action = $action;

}

public function getAction(){

return $this->action;

}

public function setDedupeBy($lookupField){

$this->dedupeBy = $lookupField;

}

public function getDedupeBy(){

return $this->dedupeBy;

}

public function addLeads($input){

if($this->input != null){

if (is_array($input)){

foreach($input as $item){

array_push($this->input, $item);

}

}else{

array_push($this->input, $input);

}

}else if (is_array($input)){

$this->input = $input;

}else{

$this->input = [$input];

}

public function getInput(){

return $this->input;

}

public function setAsyncProcessing($asyncProcessing){

$this->asyncProcessing = $asyncProcessing;

}

public function getAsyncProcessing() {

return $this->asyncProcessing;

}

public function setPartitionName($partitionName){

$this->partitionName = $partitionName;

}

public function getPartitionName() {

return $this->partitionName;

}

Process

Here’s an example creating two salesperson records and associating them to two lead records:

<?php

require 'Auth.php';
require 'SalesPerson.php';
require 'Leads.php';

//Create an Auth object for authentication
$auth = new Auth("https://284-RPR-133.mktorest.com", "7f99bd49-0e0e-4715-a72a-0c9319f75552", "O5lZHhrQDfDKRhulY89IU42PfdhRSe6m");

//Compose new SalesPerson Records
$sales1 = new stdClass();
$sales1->externalSalesPersonId = "SalesPerson 1";
$sales1->email = "sales1@example.com";
$sales1->firstName = "Jane";
$sales1->lastName = "Doe";

$sales2 = new stdClass();
$sales2->externalSalesPersonId = "SalesPerson 2";
$sales2->email = "sales2@example.com";
$sales2->firstName = "John";
$sales2->lastName = "Doe";

//Compose lead records
$lead1 = new stdClass();
$lead1->email = "marketoDev@example.com";
//Add the external id of the desired salesperson
$lead1->externalSalesPersonId = $sales1->externalSalesPersonId;

$lead2 = new stdClass();
$lead2->email = "devBlog@example.com";
$lead2->externalSalesPersonId = $sales2->externalSalesPersonId;

//Create a new instance of SalesPerson to submit records
$salesPerson = new SalesPerson($auth, [$sales1, $sales2]);
$spResponse = $salesPerson->postData();
print_r($spResponse . "rn");
$json = json_decode($spResponse);

//Check for success on synching SalesPersons
if ($json->success){
	$leads = new Leads($auth, [$lead1, $lead2]);
	$leadsResponse = $leads->postData();
	print_r($leadsResponse . "rn");
}else{
	print_r("SalesPerson request failed with errors:rn");
	foreach ($json->errors as $error){
		print_r("code: " . $error->code . ", message: " . $error->message . "rn");
	}
}

<?php

require 'Auth.php';

require 'SalesPerson.php';

require 'Leads.php';

//Create an Auth object for authentication

$auth = new Auth("https://284-RPR-133.mktorest.com", "7f99bd49-0e0e-4715-a72a-0c9319f75552", "O5lZHhrQDfDKRhulY89IU42PfdhRSe6m");

//Compose new SalesPerson Records

$sales1 = new stdClass();

$sales1->externalSalesPersonId = "SalesPerson 1";

$sales1->email = "sales1@example.com";

$sales1->firstName = "Jane";

$sales1->lastName = "Doe";

$sales2 = new stdClass();

$sales2->externalSalesPersonId = "SalesPerson 2";

$sales2->email = "sales2@example.com";

$sales2->firstName = "John";

$sales2->lastName = "Doe";

//Compose lead records

$lead1 = new stdClass();

$lead1->email = "marketoDev@example.com";

//Add the external id of the desired salesperson

$lead1->externalSalesPersonId = $sales1->externalSalesPersonId;

$lead2 = new stdClass();

$lead2->email = "devBlog@example.com";

$lead2->externalSalesPersonId = $sales2->externalSalesPersonId;

//Create a new instance of SalesPerson to submit records

$salesPerson = new SalesPerson($auth, [$sales1, $sales2]);

$spResponse = $salesPerson->postData();

print_r($spResponse . "rn");

$json = json_decode($spResponse);

//Check for success on synching SalesPersons

if ($json->success){

$leads = new Leads($auth, [$lead1, $lead2]);

$leadsResponse = $leads->postData();

print_r($leadsResponse . "rn");

}else{

print_r("SalesPerson request failed with errors:rn");

foreach ($json->errors as $error){

print_r("code: " . $error->code . ", message: " . $error->message . "rn");

}

For our example classes, we’re just creating stdClass objects to represent our SalesPerson and Lead records which need to be synched, with each desired field added as a member. After execution of this code, the leads marketoDev@example.com and devBlog@example.com will both have the Lead Owner Email, Lead Owner First Name, and Lead Owner Last name fields populated, affording them the ability to use the relevant tokens for those fields and be filtered by the relevant smart list filters.

Auth Class

<?php

class Auth{
	private $host;//host of the target Marketo instance
	private $clientId;//client Id
	private $clientSecret;//client secret
	private $token;//access_token
	private $expiry;
	
	function __construct($host, $clientId, $clientSecret){
		$this->host = $host;
		$this->clientId = $clientId;
		$this->clientSecret = $clientSecret;
	}
	public function getToken(){
		if (!isset($this->token) || $this->expiry > time()){
			$data = $this->getData();
			$this->expiry = time() + $data->expires_in;
			$this->token = $data->access_token;
			return $this->token;
		}else{
			return $this->token;
		}
	}
	private function getData(){
		$url = $this->host . "/identity/oauth/token?grant_type=client_credentials&client_id=" . $this->clientId . "&client_secret="
					. $this->clientSecret;
		$ch = curl_init($url);
		curl_setopt($ch,  CURLOPT_RETURNTRANSFER, 1);
		curl_setopt($ch, CURLOPT_HTTPHEADER, array('accept: application/json','Content-Type: application/json'));
		$response = curl_exec($ch);
		$json = json_decode($response);
		curl_close($ch);
		return $json;
	}
	public function getHost(){
		return $this->host;
	}
}

<?php

class Auth{

private $host;//host of the target Marketo instance

private $clientId;//client Id

private $clientSecret;//client secret

private $token;//access_token

private $expiry;

function __construct($host, $clientId, $clientSecret){

$this->host = $host;

$this->clientId = $clientId;

$this->clientSecret = $clientSecret;

}

public function getToken(){

if (!isset($this->token) || $this->expiry > time()){

$data = $this->getData();

$this->expiry = time() + $data->expires_in;

$this->token = $data->access_token;

return $this->token;

}else{

return $this->token;

}

private function getData(){

$url = $this->host . "/identity/oauth/token?grant_type=client_credentials&client_id=" . $this->clientId . "&client_secret="

. $this->clientSecret;

$ch = curl_init($url);

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);

curl_setopt($ch, CURLOPT_HTTPHEADER, array('accept: application/json','Content-Type: application/json'));

$response = curl_exec($ch);

$json = json_decode($response);

curl_close($ch);

return $json;

}

public function getHost(){

return $this->host;

}

Creating SalesPerson records

Synching Leads

Process

Auth Class

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