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Marketo - How to get started with Marketo in Automations

Ionut_Dumitrascu

Marketo - How to get started with Marketo in Automations

This article gives an overview of the available blocks in the Marketo connector in Qlik Application Automation. It will also go over some basic examples of retrieving leads and creating a lead within a Marketo account.

This connector supports operations to manage leads, adding/removing them from lists, managing activities, and a few other support operations.

Authentication for this connector is based on the oAuth2 Protocol.

Let's now go over a few basic examples of how to use the Marketo connector:
1. How to list leads from a Marketo account.

  • Create an automation;
  • From the left menu, select the Marketo connector;
    Ionut_Dumitrascu_0-1630589552332.png
  • Use the 'Search for blocks' input to search for the 'List leads by list' block;
    Ionut_Dumitrascu_1-1630589594328.png
  • Drag and drop the block into the automation and link it to the start block;
    Ionut_Dumitrascu_2-1630590156636.png
  • On the right side of the screen, click on the input field for 'List id', click on 'do lookup' and select a list.
    Ionut_Dumitrascu_3-1630590272526.png
  • From the left menu, search for the 'Output' block;
    Ionut_Dumitrascu_4-1630590326594.png
  • Drag and drop the 'output' block into the automation and link it to the 'List leads by list' block;
    Ionut_Dumitrascu_5-1630590363714.png
  • Run the automation (if not saved previously, a 'Save automation' popup will appear). This will output a paginated list of leads available.

2. How to create a lead and add it to a list in your Marketo account:

  • The first two steps are similar as before;
  • Use the 'Search for blocks' input to search for the 'Create Or Update Lead' block;
  • Drag and drop the block into the automation and link it to the start block;
    Ionut_Dumitrascu_7-1630590962443.png
  • On the right side of the screen, use the input fields to fill in the lead information;
  • Use the 'Search for blocks' input to search for the 'Add Lead To List' block, drag and drop the block into the automation and link it to the 'Create Or Update Lead' block;
    Ionut_Dumitrascu_8-1630590997515.png
  • On the right side of the screen, click on the 'list id' input, and use the 'do lookup' function to select a list. Then, click on the 'lead id' input, select the 'output from Create Or Update Lead' option, and then click on the 'id' of the object;
  • Run the automation (if not saved previously, a 'Save automation' popup will appear). This will create a new lead in your Marketo account, link it to the selected list, and output this information.


3. For other more complex use-cases (example: How to use custom activities, how to use the generic blocks) check out these articles:

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.

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Last update:
‎2021-09-06 04:38 AM
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