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The API user being used to connect requires the following permissions: Read Only Person: This is for Captello to retrieve metadata for lead fields. Read Only Campaign: This is for Captello to retrieve the campaigns in Marketo. Execute Campaign: This is for Captello to use the API to trigger a campaign with a specified campaign ID. Read-Write Person: This is used to create and update leads inside Marketo. Read-Write Custom Objects: This is used to update custom objects in Marketo.
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Click here to learn more on how to create a custom service for use with ReST API. |
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The Client ID and Client Secret are found in the Admin > Integration > LaunchPoint menu by selecting the custom service, and clicking View Details. Image Added Image AddedThe Identity URL is found in the Admin > Integration > Web Services menu in the REST API section. Create an access token using an HTTP GET (or POST) request like so: Code Block |
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GET <Identity URL>/oauth/token?grant_type=client_credentials&client_id=<Client Id>&client_secret=<Client Secret>
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If your request was valid, you receive a JSON response similar to the following: Code Block |
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{
"access_token": "cdf01657-110d-4155-99a7-f986b2ff13a0:int",
"token_type": "bearer",
"expires_in": 3599,
"scope": "apis@acmeinc.com"
}
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Response Definition access_token - The token that you pass with subsequent calls to authenticate with the target instance.
token_type - The OAuth authentication method.
expires_in - The remaining lifespan of the current token in seconds (after which it is invalid). When an access token is originally created, its lifespan is 3600 seconds or one hour.
scope - The owning user of the custom service that was used to authenticate.
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Field Mapping
When transferring data from Captello to Marketo, note that Marketo fields won't update if the corresponding Captello fields are empty. However, a value of '0' is treated as non-empty and triggers an update in Marketo.
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Configure capture forms + FA > Captello servers + Captello database
Captello Mobile App + Captello Web View > Captello API > Captello servers + Captello database
Captello servers + Captello database > Send to Marketo + Send Capture Submissions to Marketo > Marketo.
Here is a diagram illustrating the field mapping between Captello and Marketo:
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name | Captello - Marketo Integration.pdf |
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