Connecting to Marketo with the REST Snap Pack
While SnapLogic’s REST OAuth account supports only OAuth 2.0, it does not work with Marketo’s OAuth implementation. To work with Marketo, you must authenticate manually using the REST Get Snap. In this pipeline, we pass the credentials in as pipeline parameters. Note: This method does expose your credentials in the pipeline. Authorization To simplify the process, define the following pipeline parameters url: the REST API URL for your Marketo instance, like: https://xxx-xxx-xxx.mktorest.com clientID: The clientID for API access. clientKey: The client secret for API access. Add a REST Get Snap (labeled Marketo Login here) and configure as follows: For Service URL, toggle on the Expression button ( = ) and set the field to: _url + '/identity/oauth/token?grant_type=client_credentials&client_id=' + _clientID + '&client_secret=' +_clientKey Remove the input view. Validate the Snap and it will a return a response that contains an access_token and scope. In this example, we follow the REST Get with a Mapper Snap to map the token outside of the array. Using the Access Token In subsequent Snaps, we pass this token as a header, rather than a query parameter because it simplifies paged operations such as Get Lead Changes. Here’s an example of a simple call which does this. For Service URL, toggle on the Expression button ( = ) and set the field to: _url + '/rest/v1/activities/types.json' Under HTTP Header, set Key to Authorization and Value with the Expression button ( = ) toggled on to ‘Bearer ‘ + $accessToken Paged Operations When you get to more complex operations, such as getting lead changes, you need to make two API calls: the first creates a paging token, and the second uses the paging token typically with the paging mechanism enabled in our REST GET Snap. Get Paging Token In this REST Get Snap (renamed Get Paging Token for clarity) is where you specify the query parameters. For instance, if you want to get lead changes since a particular date, you’d pass that in via “sinceDateTime”. The example provided uses a literal string, but could be a pipeline parameter or ideally one of a Date objects formatted to match what Marketo expects. _url + '/rest/v1/activities/pagingtoken.json' Configure Paging Mechanism When calling Get Leads (via a REST GET Snap), a few things to bear in mind: You need to pass “nextPageToken” as a query parameter, along with the fields you want back. Ideally, the list of fields should be in a pipeline parameter because they appear twice in this configuration. The leads will be returned in $entity.result, which is an array. This field will not exist if there are no results, so you need to enable “Null safe” on a Splitter Snap after this REST Get. Paging expressions for the REST Get Snap are: Has next: $entity.moreResult == true Next URL: '%s/rest/v1/activities/leadchanges.json?nextPageToken=%s&fields=firstName,lastName'.sprintf( _url, $entity.nextPageToken ) API Throttling Marketo throttles API calls. Their documentation says “100 API calls in a 20 second window”. Since our REST Snap paging now includes an option to wait for X seconds or milliseconds between requests, use it whenever you are retrieving paginated results. Downloads Marketo REST.slp (14.7 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
