Patterns: Marketo Patterns using REST Snaps
The following patterns are available to help you build out your Marketing workflow. Note: Patterns that use REST to connect to Marketo expose your credentials in the pipeline. We highly recommend using the Marketo Snap Pack instead, but these pipelines are available for those without that Snap Pack. Connecting to Marketo with the REST Snap Pack Get Marketo Access Token Sync new customer from NetSuite to Marketo Sync leads from Salesforce to Marketo Sync Excel to Marketo Sync new/updated lead from Microsoft Dynamics CRM to Marketo Get Leads from Marketo and write to a CSV file Batch sync new leads from Marketo to Amazon Redshift Lead added/updated in Marketo creates record in Google Sheets Add lead in Marketo and record in DropboxVideos: Marketing Solutions and Demos
April 21, 2021 Your Go-To Guide for Partner & Digital Marketing Excellence | SnapLogic (webcast on demand; for SnapLogic partners) Teresa Dodson, Sr. Director of Partner Marketing at SnapLogic Tim White, Sr. Director of Growth & Corporate Marketing at SnapLogic RedEye: Connected Data Powers a Seamless Marketing Automation Experience (May 2020) In this video, learn how RedEye is using SnapLogic to integrate and access disparate customer data sources – from various cloud platforms, databases, storage systems, and more – in order to provide data-driven intelligence back to their clients and more.Sync Excel to Marketo
Created by @mthammareddy For a row in an Excel spreadsheet, search for the lead in Marketo based on the email address supplied. If the lead does not exist in Marketo, add it. The Excel file should contain matching field names, such as: FirstName, LastName, Email, Title, Company, Country Configuration In the Pipeline Parameters, update the endpoint parameter with the url to your Marketo instance. In the File Reader, update the Excel file to read. In the REST Post Snap labelled Create/Update Leads in Marketo, under HTTP Header, update the Authorization value. Sources: Excel file Targets: Marketo Lead Snaps used: File Reader, Excel Parser, JSON Generator, REST Post Downloads Sync_Excel_to_Marketo.slp (7.9 KB)
Sync new customer from NetSuite to Marketo
Created by @mthammareddy For a new customer created in NetSuite, SnapLogic searches for a matching lead in Marketo by email address. If no matching lead is found in Marketo, SnapLogic creates a new lead in Marketo. Configuration Update the following pipeline parameters to match your Marketo environment: authorization: the token in the form of “Bearer XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX:XX” endpoint: your Marketo URL in the form of “https://XXX-XXX-XXX.mktorest.com” Sources: NetSuite customer Targets: Marketo lead Snaps used: REST Post, NetSuite Get, Mapper, JSON Generator Downloads NetSuite_Customer_Created_Record_Marketo.slp (11.7 KB)Sync leads from Salesforce to Marketo
Created by @mthammareddy For a new lead created in Salesforce, SnapLogic searches for a matching lead in Marketo by email address. If a matching lead is not found in Marketo, SnapLogic creates a new lead. Configuration Specify your access token and endpoint URL in the Pipeline Parameters. The initial Mapper contains and expression to lookup a particular user. You can either replace the ID value every time or define pipeline parameters to pass the value in and change the expression to: "Id='" +_SFDC_ID + "'" where SFDC_ID is the name of the pipeline parameter. Sources: Salesforce Lead Targets: Marketo Lead Snaps used: REST Post, Mapper, Salesforce Read, JSON Generator, Join, Pipeline Execute Downloads Sync_Leads_from_Salesforce_to_Marketo.slp (11.5 KB) Note: This pattern also uses the pattern to get the Marketo access token found here: Get Marketo Access Token
Get Leads from Marketo and write to a CSV file
Created by @Dheeraj This pipeline pattern retrieves Leads from Marketo as ListID by using the REST Snap and write to CSV file. This pattern uses Pagination and Page Interval to overcome the concurrent API limit and Rate Limit on Marketo. Configuration Adjust the pagination interval as per the limits on the Marketo instance. Sources: Marketo Leads Targets: CSV file Snaps used: Mapper, REST Get, Router, Filter, JSON Splitter, CSV Formatter, File Writer Downloads getLeadsFromMarketo.slp (18.9 KB)
