When synchronizing contact and lead records between systems like a proprietary CRM or data warehouse, it is a common requirement to associate a lead record with a unique system identifier. In Marketo you can create or update a lead record through a syncMultipleLeads API call using your unique system identifier. To accomplish this, you would … Continue reading “Storing a Foreign Key in Marketo”
Category: How-To
Best practices, examples, and more.
Getting Data into Marketo
The presentation below shows you the different ways of getting data into Marketo. It focuses on forms, custom objects, and integrations. Getting Data into Marketo from Murtza Manzur
Delete a Lead with the Marketo API
Let’s say you would like to delete a lead via the Marketo API. You can accomplish this by calling the requestCampaign API on a campaign that has a predefined flow action to delete a lead. We’ll show you first how to create a Smart Campaign, second how to set up a trigger to run a … Continue reading “Delete a Lead with the Marketo API”
Merge Anonymous Visitor Activity when Visitor Fills Out Form
In the blog post titled, “Capture Anonymous Visitor Activity Based on Business Logic,” we discussed how to create anonymous lead records in Marketo based on custom events. In this blog post, we will build on that post, and associate an anonymous lead record with a known user after you receive the user’s contact information. Marketo’s … Continue reading “Merge Anonymous Visitor Activity when Visitor Fills Out Form”
Capture Anonymous Visitor Activity Based on Business Logic
Imagine you want to track users who visit a specific post on your company blog. Let’s say out of the total number of users who visit a post, you would only like to track users who signal their interest by spending at least 5 seconds and scrolling down the page. For anonymous users you would … Continue reading “Capture Anonymous Visitor Activity Based on Business Logic”
Sending an Email with Dynamic Content from Marketo using the API
Imagine you want to automate your call center follow-up emails. After your support rep speaks with a customer, you would like to automatically send an email thanking them for contacting your company. Let’s take this a step further, and say you want to include the specific conversation topic discussed with the customer that you track … Continue reading “Sending an Email with Dynamic Content from Marketo using the API”
Sending a transactional email from Marketo using the API
You can send a transactional email from Marketo using the requestCampaign SOAP API. It requires an existing Smart Campaign to be created using the Marketo UI. It also requires the email recipient to exist in Marketo. So before calling the requestCampaign API, use the getLead API to verify if the email exists in Marketo. After … Continue reading “Sending a transactional email from Marketo using the API”
Updating customer and prospect information in Marketo using the API
There are scenarios where proprietary systems are used to update customer and prospect information. The Marketing team would like to have those updates reflected back in Marketo so they have the most accurate system of record to use in their marketing campaigns. Using the below approach you can setup periodic uploads to Marketo to keep … Continue reading “Updating customer and prospect information in Marketo using the API”
Retrieving customer and prospect information from Marketo using the API
You can retrieve information about customers and prospects that are stored within Marketo using the getLead and getMultipleLeads SOAP API. It is often desired to extract this information on a recurring basis to keep another system updated as customers and prospect information is updated or new records are created in Marketo. We’ll show you the … Continue reading “Retrieving customer and prospect information from Marketo using the API”