Get API Access Credentials for Your Marketo Account

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To integrate your Hub with Marketo, you will need to obtain API access credentials. Here's how.


 

Before You Begin

  • In Marketo, you need to be an Admin to create roles, users, and services, and to work with the API.

 

About Integrations and the Marketo API

To integrate with your Marketo account, your Hub will access the account using the Marketo API. To be able to do this, there are several things you need to set up in Marketo beforehand:

  1. First, you have to set up a new role in Marketo. The eventual goal is to create a user specifically for this integration (see below), and before you can create the user, you have to define its permissions by creating a role. Since the user will be "API Only", you'll create an API Only Role.
  2. Next, you will use the new role to create a special type of user called an API Only User. API Only Users are used by third-party apps (like Uberflip) to access Marketo accounts in a limited way. As they're specific to a given integration, you'll create an API Only User for the Uberflip integration.
  3. When you've set up the API Only User, you'll be able to create the API credentials you need to set up the integration in Uberflip. You do this by creating a LaunchPoint Custom Service in Marketo to get a Client Id and Client Secret. These allow Uberflip to access your Marketo account via the API Only User.
  4. The last step is to find your Marketo REST API endpoint and identity. These tell Uberflip how to access your Marketo account using the API.

When you have the Client Id/Secret and the API endpoint/identity, you'll have everything you need to integrate your Hub with Marketo.

 

Step 1: Create an API Only Role

Begin by creating the API Only Role in your Marketo account. For instructions, see this guide from Marketo:

Marketo: Create an API Only User Role

A few things to note as you go through the guide:

  • When you select the API permissions to grant this role (in Step 4 of the linked guide), you must at minimum enable the Access API > Read-Write Lead permission for the Uberflip integration to work:
    Marketo___Roles___Admin.png
  • If you intend to use this role for other API Only Users you create, you can also grant other permissions as needed (only the Read-Write Lead permission will be used by the Uberflip integration).
  • Alternatively, you can also create an API Only Role that is specific to Uberflip. Simply enter something like "Uberflip API Only Role" as the Role Name.

 

Step 2: Create an API Only User for Uberflip

When you have created the API Only Role, you can create the API Only User. For instructions, see this guide from Marketo:

Marketo: Create an API Only User

A few things to note as you go through the guide:

  • When you fill out the Info section of the Invite New User dialog (in Step 3 of the linked guide), you can enter any email you want, provided it's not already in use by another Marketo user. You'll use this email to identify this API Only User in a later step, so if you have multiple API Only Users, it's a good idea to make it something easily identifiable.
  • For the Reason field in the Info section, type in something like "Uberflip integration" as a reminder. Likewise, you can type something like "Uberflip" and "Integration" into the First Name and Last Name fields, respectively, if you want:
    Marketo___Users___Admin.png
  • On the Permissions section, remember to check the box for API Only:
    Marketo___Users___Admin.png

 

Step 3: Get API Credentials

Once you've established your API Only User, you can use it to generate API access credentials. You'll need these to link your Uberflip Hub to your Marketo account.

To get API credentials, you need to create a LaunchPoint Custom Service in Marketo. For instructions, see this guide from Marketo

Marketo: Create a Custom Service for Use with ReST API

A few things to note as you go through the guide:

  • Make sure to follow the instructions in both sections of the linked guide: Create Custom Service and Credentials for API Access.
  • When you set up the new service (in Step 3 & Step 4 under Create Custom Service in the linked guide) here are some guidelines for what to enter:
    • Display Name: Uberflip
    • Service: Custom
    • Description: Uberflip integration
    • API Only User: [select the email you assigned to your API Only User]
      Marketo___Installed_Services___Admin.png
  • When you get to Credentials for API Access in the linked guide, make a note of the Client Id and Client Secret (you can ignore the Authorized User and Token):
    Marketo___Installed_Services___Admin.png

 

Step 4: Get REST API Details

The last thing you need to do in Marketo is grab your REST API Endpoint and Identity. Like the API credentials, you'll need these when you go to set up the integration in Uberflip.

  1. In Marketo, click on Web Services (under the Integration section) in the menu on the left.
  2. Scroll down to the Rest API section.
  3. Make a note of the Endpoint and Identity that appear here:
    Marketo___Web_Services___Admin.png

You're all set! You should now have the following:

  • Client Id
  • Client Secret
  • REST API Endpoint
  • Rest API Identity

With these details, you're ready to set up your Marketo integration in Uberflip.

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