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CRM

Marketo

Follow the below steps to connect to the Marketo API.

Step 1. Create the Integration

  1. Navigate to FormieSettingsCRM.
  2. Click the New Integration button.
  3. Select Marketo as the Integration Provider.

Step 2. Connect to the Marketo API

  1. Go to Marketo and login to your account.
  2. Under Integration, select LaunchPoint.
  3. Click NewNew Service.
  4. Enter a name for the service and select Custom as the service type.
  5. Choose the appropriate API-only user and click Create.
  6. Still in the Admin panel, go to Web Services under Integration.
  7. Under REST API, copy the Endpoint URL and paste in the API Domain field in Formie.
  8. Copy the Client ID from Marketo and paste in the Client ID field in Formie.
  9. Copy the Client Secret from Marketo and paste in the Client Secret field in Formie.

Step 3. Test Connection

  1. Save this integration.
  2. Click on the Connect button in the right-hand sidebar.
  3. You‘ll be redirected to Marketo, where you must approve Formie to access your Marketo account.

Step 4. Form Setting

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.