Marketo - How to configure custom activities

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This article gives an overview of how to configure custom activities using the Marketo connector in Qlik Application Automation. It will also go over an example of configuring and using a custom activity.

Standard use case:
Custom activities help you track an activity that isn’t related to a Marketo form, email, or landing page. Want to track when someone deposits a check? Want to keep tabs on when someone attends a webinar? Use a custom activity.

Example on how to configure and use a custom activity:

• From the left menu, select the Marketo connector;
• Use the 'Search for blocks' input to search for the 'Create Custom Activity Type' block;
  
• Drag and drop the block into the automation and link it to the start block;
  
• On the right side of the screen, use the input fields to fill in the custom activity information;
• Optional step: use the 'Search for blocks' input to search for the 'Add attribute to custom activity type' block and link it to the 'Create Custom Activity Type' block;
  
• On the right side of the screen, use the input fields to fill in the attribute information; You can add multiple attributes by duplicating this block and link it to the previous one.
  
• Use the 'Search for blocks' input to search for the 'Approve Custom Activity Type' block and link it to the last 'Add attribute to custom activity type' block;
  
• On the right side of the screen, use the input fields to fill in the custom activity information;
• Run the automation (if not saved previously, a 'Save automation' popup will appear). This will create a new custom activity type in your Marketo account, optionally add custom attributes to it and then publishes it for use.

Example on how to use a custom activity:

• From the left menu, select the Marketo connector;
• Use the 'Search for blocks' input to search for the 'Add Lead Activity' block;
• Drag and drop the block into the automation and link it to the start block;
  
• On the right side of the screen, use the input fields to fill in the lead activity information;
  
• Run the automation (if not saved previously, a 'Save automation' popup will appear). This will add a new activity for the selected lead in Marketo.

The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.