Lead Partitioning Marketo Lead Partitions provide a convenient way to isolate leads. Partitions can allow different marketing groups within your organization to share a single Marketo instance. For more information, see Understanding Workspaces and Lead Partitions. Suppose that you are using lead partitions and creating leads programmatically using the Marketo REST API. How do you ensure … Continue reading “How to Specify Lead Partitions Using the REST API”
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Quick Start Guide for Marketo REST API
This guide will show you how to make your first call to the Marketo REST API in ten minutes. We’ll show you how to retrieve a single lead using the Get Lead by Id REST API endpoint. To do this, we will walk you through the authentication process to generate an access token, which you … Continue reading “Quick Start Guide for Marketo REST API”
Best Practices for API Users and Custom Services
Marketo’s REST APIs use custom services for authentication and each of these services is owned by an API-only Marketo user. The capabilities of each custom service are determined by the permissions of each role assigned to that user. Allocating individual users and custom services to your integrations gives you multiple benefits: You can fine-tune the … Continue reading “Best Practices for API Users and Custom Services”
Add SalesPerson Data to Marketo
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 … Continue reading “Add SalesPerson Data to Marketo”
Updating Lead Data in Marketo using the API
Over a year ago we posted Updating customer and prospect information in Marketo using the API. That post presented a code sample that could be run on a recurring basis to poll a external system for updates. The idea was to retrieve the external data and push it into Marketo to update lead information. The code sample … Continue reading “Updating Lead Data in Marketo using the API”
Create and Associate Leads, Companies, and Opportunities with the Marketo REST API
In order to take full advantage of Marketo analytics it is crucial to build out correct and robust associations between your lead, company and opportunity records. When you are not leveraging a native CRM-sync, building these relationships can pose some difficulties, so today we’ll walk through building them. Object Relationships In Marketo, there are a few … Continue reading “Create and Associate Leads, Companies, and Opportunities with the Marketo REST API”
Synchronizing Lead Data Changes using REST API
Over a year ago we posted Retrieving customer and prospect information from Marketo using the API. That post presented a code sample that could be run on a recurring basis to poll Marketo for updates. The idea was to use Marketo APIs to identify changes to lead data, and extract the lead data that had … Continue reading “Synchronizing Lead Data Changes using REST API”
Sending Transactional Emails with the Marketo REST API: Part 2, Custom Content
Last time, we took a look at triggering transactional emails from outside of Marketo. This week we’ll be looking at how to pass dynamic content to our emails via the Request Campaign API call. Request Campaign not only allows the triggering of emails externally, but you can also replace the content of My Tokens within … Continue reading “Sending Transactional Emails with the Marketo REST API: Part 2, Custom Content”
July 2015 Release Updates
REST API Sales Person API New sales person endpoints have been introduced that allow you to programmatically list, describe, and CRUD the data residing within a Marketo sales person object. In addition, a sales person can be assigned to a lead, opportunity, or company. This is done by specifying an “externalSalesPersonId” attribute when calling the Create/Update/Upsert … Continue reading “July 2015 Release Updates”
Sending Transactional Emails with the Marketo REST API: Part 1
A common use case for the Marketo API is to trigger the sending of transactional emails to specific records via the Request Campaign API call. You can find an example covering this use case with the SOAP API here. There are a few configuration requirements within Marketo in order to execute the required call with … Continue reading “Sending Transactional Emails with the Marketo REST API: Part 1”