Marketo Integration

This article outlines the steps to set up the Marketo integration with Postal.

Contents

1. Create API Only User

2. Create a LaunchPoint Service

3. Trigger Custom Field

4. Channel Setup

5. Custom Activity Setup

6. Enable in Postal

7. Webhook Setup

Start in Marketo. Note: you will need Admin access in Marketo and Postal

Step 1: Create API Only User

(You may not need to do this step if you already have an API user with proper access already setup)

1. In Marketo navigate to Admin > Security > Users & Roles > Roles > New Role

2. Role Name: API User

3. Selected permissions > Access API: Read-Only Campaign, Read-Only Assets, Read-Only Person, Read-Only Sales Person, Read-Write Activity, Read-Write Activity Metadata

4. Click 'Create'

5. Next, invite the API User you have just created by navigating to Admin > Security > Users & Roles > Invite New User

6. Provide basic API user details

7. Select the 'API User' role and click the 'API Only' checkbox

8. Click 'Send' (it won't actually send an email invite)

Step 2: Create a LaunchPoint Service

1. Admin > Integration > LaunchPoint > New

2. Display name: Postal.io

3. Service: Custom

4. Description: Postal.io Integration

5. Select the API Only user you created in Step 1

6. Click 'Save' > Once saved, click 'View Details' on your newly created LaunchPoint service

IMPORTANT: To set up your Marketo integration in Postal.io you will need the 'Client Id' value and the 'Client Secret' which can be found in your newly created LaunchPoint Service, as well as the REST API Endpoint value which you can find in Integration > Web Services. (Example Value: https://777-DQO-478.mktorest.com/)

Note down the following information for Step 6:

• Client ID

• Client Secret

• REST API Endpoint Value

Step 3: Trigger Custom Field

1. From Admin navigate to Database Management > Field Management > New Custom Field

2. Enter the following:

Step 4: Channel Setup

1. From Admin navigate to Tags > New > New Channel > Channel: Postal Sends

2. Enter the following:

Step 5: Custom Activity Setup

From Admin navigate to Database Management > Marketo Custom Activities > New Custom Activity. You will need to create 4 activities and 3 fields.

Important! After you create these custom activities make sure to approve them from the 'Custom Activities' Actions' dropdown menu.

Activities

Fields

*Check the Primary Field Box when creating this Field

Step 6: Enable the Marketo Integration in Postal.io

Have the following from Step 2 available

• Client ID

• Client Secret

• REST API Endpoint Value

Navigate to Postal > Profile > Integrations > Connect to Marketo.

Step 7: Webhook Setup

From Admin navigate to Integration > Webhooks > New Webhook

• Name: Postal.io Trigger

• Description: Postal.io Item Trigger

• URL: (get this value from your Postal.io Integration - Marketo page)

• Request Type: POST

• Request Token Encoding: JSON

• Response type: JSON

Template:

Note: when copying the below template an extra space after the bracket "{" may be added. Please check that no extra space is present once you have pasted this into the new webhook.

{
  "id": {{lead.ID}},
  "email": {{lead.Email Address}},
  "title": {{lead.Job Title}},
  "firstName": {{lead.First Name}},
  "lastName": {{lead.Last Name}},
  "externalSalesPersonId": {{lead.Lead Owner Email Address}},
  "companyName": {{company.Company Name}},
  "address": {{lead.Address}},
  "city": {{lead.City}},
  "state": {{lead.State}},
  "postalCode": {{lead.Postal Code}},
  "country": {{lead.Country}},
  "phone": {{lead.Phone Number}},
  "triggerId": {{lead.Postal Trigger ID}},
  "ownerId": {{lead.Lead Owner Email Address}},
  "ownerIdSystem": "postal.io"
}

And that is it for Setting up the Postal Integration in Marketo.