Connecting Marketo

After this article...

You'll be able to connect the Marketo integration to Lumos and resolve common issues that arise when connecting.

Required plan & roles

There's no minimum plan required to connect the Marketo integration.

Your Marketo user needs to be an Admin to connect this integration.

Instructions

In Marketo

1. Create a new API Only User Role with the following boxes checked.

• Access User Management Api from the Access API Permissions group

• Access Users from the Access Admin Permissions group

• Admin permissions group

2. Create a new API-only user for Lumos and assign it the Lumos role you created in step one.

3. Create a new Custom Service and assign it the API-only user you created in step 2.

4. Temporarily save the API credentials for the Custom Service you created, get the Client ID and Client Secret.

5. Go to Admin > Web Services > REST API and find the Endpoint. Temporarily save this value.

In Lumos

1. Find the Marketo card in your Lumos integrations (Reconnect or add new)

2. Enter the Client ID from Marketo into the Client ID field.

3. Enter the Client Secret from Marketo into the Client Secret field.

4. Take your REST API Endpoint from Marketo and copy only the part between https:// and /rest and paste that in as your Munchkin ID.

5. Click Connect.

Troubleshooting

I can't connect the Marketo integration.

Make sure you follow the steps in Marketo exactly, including creating a new API-only role for Lumos.