TABLE OF CONTENT

  • Overview

  • Connect Airmeet to Marketo at the community level

    • Create a User Role

    • Create a separate Web Services

    • Generate Client ID, Marketo client secret, and REST API Endpoint URL

  • Enabling Marketo integration for an Airmeet Event 

    • Generating Webhook URL

    • Creating Webhook in Marketo

      • Set Custom Header

  • Configure and activate a Marketo Webhook to sync contacts from the list.

  • Things to keep in mind



Overview

Easily sync Marketo leads with your Airmeet event as participants. Use the event webhook URL provided to create a webhook inside Marketo. Contacts enrolled using the webhook will be registered for the Airmeet event.

 

Connect Airmeet to Marketo at the community level

To connect Marketo to the Airmeet community, we need 3 unique keys & URLs(Client ID, Marketo client secret, and REST API Endpoint URL) to establish a connection between both the platforms.

Let’s learn about how to generate the above Keys & URLs:

 Create a User Role

Step 1: Log in to your Marketo account.
Step 2: Click on Admin > Users & Roles > Click on the “New Role” option.
Step 3: Create a New role and provide the details asked for, like a unique role name, description & select API access permission from the dropdown option and click the “Create” button.

After creating a role, you will need to create an API-Only user.  API-Only users are a particular type of user in Marketo, as they are administrated by other users and cannot log in to Marketo.  API-Only users are used to: 

  • Create Custom Services

  • Scope permissions for those services

  • Access REST APIs

To create an API-Only user, go to the Admin > Users & Roles > Users menu and click on Invite New User.

a)Under Step:1, Fill the details and Next


b) Under Step:2, In Permissions tab choose: Select Admin (all workspace) & Checkmark API only and click NEXT to proceed further.




c)Under Step:3, Message: Click on Send.


Hit the link received in the mail.

 Create a Web Services

Custom Services provide the actual credentials, the Client Id and the Client Secret, required to perform Authentication with a Marketo instance.

Let’s find out how to create a custom service to generate Client ID, Marketo client secret, and REST API Endpoint URL.

Step 1: Step 1: Log in to your Marketo account.
Step 2: Click on Admin > LaunchPoint menu, and select New Service.

Fill in the following details.

  • Give your service a descriptive name and from the “Service” list.

  • Choose Service as "Custom.”

  • Give your service a verbose description and select an appropriate user from the API Only User list, then press Create."

       


This will add a new service to your list of LaunchPoint services and the option to “View Details.”  

Generate Client ID, Marketo client secret, and REST API Endpoint URL

 Step 3: Click on “View Details,” and you’ll be given the Client Id and Client Secret required for authentication, the owning user, and an option to Get Token for short-term testing purposes.



Read more in detail - https://developers.marketo.com/rest-api/custom-services/


The token you get from this dialog has the same lifetime as tokens obtained usually from the Identity service and is valid for 3,600 seconds from creation.

Step 4: For REST API Endpoint URL, go to Admin->Integration->WebServices, Copy the REST API Endpoint


Read more in detail - https://developers.marketo.com/rest-api/authentication/

Connecting the Airmeet community with Marketo

After generating the Generate Client ID, Marketo client secret, and REST API Endpoint URL, you need to paste the same on the Airmeet Community dashboard to establish the connection between both platforms.

Step 1: Go to www.airmeet.com > Login > Settings (under community dashboard) > look for Marketo Integration.

Step 2: Click on the “Add” option and enter the Client ID, Marketo client secret, and REST API Endpoint URL generated above.


Step 3: Click on the “Connect” button to authorize Airmeet & Marketo accounts to sync together.

 


Enabling Marketo for Airmeet Event


After enabling Marketo at the community level, you need to allow Marketo for a particular Airmeet event. Then, you need to enter a webhook URL on Marketo and sync the event with your Marketo list or campaign.


Step 1: Go to Airmeet events dashboard > Integration tab > Look for Marketo integration.
Step 2: Click on the “Add” option > find the Event webhook URL and copy the same.


Enable direct access link

Direct access link (unique link for an attendee) will be saved on your Marketo list and shared via email from Airmeet to attendees as soon as they are added.



The user has to create a custom field named Direct Access Link for the direct access link to be automatically added to the contact the property before he Enables the direct access link.


Step 3: Go back to Marketo > Admin > Select Webhook > New Webhook



Step 4:Fillin the following details to create Webhook.



  1. Webhook Name: Enter a unique name to your webhook
  2. Description: Enter a description for your webhook
  3. URL: Paste the Webhook URL generated from the Airmeet event (shown in step 2 above)
  4. Request Type: POST
  5. Template:
    {
      "firstName" : {{lead.First Name}},
      "lastName" : {{lead.Last Name}},
      "email" : {{lead.Email Address}},
    "leadId":{{lead.Id}},
    "company":{{company.Company Name}}}


  6. Request Token Encoding: JSON
  7. Response Type: JSON



Step 5: Click on Create Button.

Read more in detail - https://developers.marketo.com/webhooks/ 



Set Custom Header


After creating the webhook you need to create a custom header.


Step 1: Go to the "Webhook action" from the top and click on "Set Custom Header"




Step 2: Under the Custom header, Click on the "Add" button and enter the following details


Header : content-type

Value : application/json




Step 3: Click on the "SAVE" button.


Note: You don't have to perform the same task again for another webhook created.It's a one-time exercise that needs to be done from the user's end.



Activating the Webhook in a Smart Campaign sync contacts from the list.


Step 1: On the top left-hand side, click the Marketo icon, and then select ‘Marketing Activities



Step 2:From the right-hand side configuration pane, click New New Smart Campaign.


Step 3:
From the left-hand side pane, select a folder (or create one) to contain the campaign.

Step 4: Provide a unique name and description for the campaign. Click CREATE.

Step 5: The created smart campaign configuration is displayed. Click New > New Local assetSmart List tab.


Step 5: Drag and drop the ‘Lead is created’ or 'Member of list' trigger from searching the space provided. (‘Lead is created’ is under Trigger.)

Step 6: Click the Flow tab, drag and drop 'Call Webhook’ from under the Integration tab to the space provided, and select the campaign you created.


Step 7: Click the Schedule tab, and then click ACTIVATE.

 

Read more in detail - https://docs.marketo.com/display/public/DOCS/Create+a+Webhook



Things to keep in mind

  • Only the Name and Email of the leads from the Marketo list will be added to the participant profile in Airmeet. Custom Fields will not be added.
  • To push event participant's data directly from Airmeet to your Marketo lead list, Use this Zap template via our Zapier integration.