Use the 123 Form Builder – Marketo integration to send leads to one or more lists from your Marketo account. Go to the Applications section of your form, hover over the Marketo logo, and hit Add to install the application on your form.
Provide your Rest API Key, Client Id, and Client Secret to proceed to the customize settings phase.
Note: You need at least one existing mailing list in Marketo for the integration to work.
1. In your Marketo account, go to Admin and click on Users & Roles, on the left.
2. Click on the Role tab (on top) and hit New Role.
3. In the Create New Role lightbox, type in a Role Name and go to Permissions (third box below). Check the option Access API and deselect the sub-options below, except Read-Only Lead, Read-Write Activity, and Read-Write Lead. Next, press Create.
4. Now go to the tab Users and click on Invite New User. Provide a name and email address of the API only user, select the newly created role, and tick the checkbox API Only. In the end, click on Invite.
5. You’ll now be required to create a custom application. Go to Admin → LaunchPoint and create a new service.
6. In the lightbox, enter a name and select an API Only user in the dropdown list below. Notice that only users that are API only are displayed. Hit Create to exit the lightbox and go to View Details to retrieve the Client Id and Client Secret needed for your 123 Form Builder – Marketo integration.
7. To find the Rest API, go to Admin → Web Services and you’ll find it within the Rest API box. It’s the series of characters displayed at End Point and Identity as shown in the example below:
This concludes the steps in retrieving the Rest API, Client Id, and Client Secret for the 123 Form Builder – Marketo integration. Return to your 123 Form Builder account, go to your form, paste the three codes in the Marketo application box, and hit Connect to continue.
Go to Customize to set up your 123 Form Builder – Marketo integration. Here you can select one of the two available actions: Add subscriber and Unsubscribe email. Below, select a list from your Marketo account where new leads will be sent on submission. You can send the same lead to multiple lists on the same submission.
Use the Update existing subscriber option if needed and start mapping 123 Form Builder fields with Marketo fields and custom fields in the Field subsection. Remember to set the Email field as required on the form in order for the integration to work properly. In the end, use the Email Handling for problems that might occur during submission, such as a bad network connection on the submitter’s side that would prevent the lead to be created in Marketo.