Marketo integration

Marketo is a marketing automation tool for managing leads and campaigns. With this integration, you can create, update, and lookup Marketo objects directly from Clay.

Enriching data with Marketo

1. While in a Clay table, click Add enrichment and search for Marketo.
2. Under Integrations, select one of the Marketo options.
3. In the modal, you'll be asked to Select Marketo account.
   • If you haven't already connected your Marketo account, click + Add account and go through authentication.
   • When setting up a Role in Marketo to connect with Clay, the role requires two minimum permissions:
     • Read-Write Schema Standard Field
     • Read-Write Schema Custom Field
   • You will also need to grant access to any objects you'd like to work with in Clay (ex. Leads, Campaigns, etc.). You can edit the role later to include other objects.

Action Create object

Use this action to create an object in Marketo.

Inputs

• Object type

Action Lookup object

Use this action to lookup an object in Marketo.

Inputs

• Object type
• Remove blank values from results

Action Update object

Use this action to update an object in Marketo.

Inputs

• Object type
• Marketo object ID
• Ignore blank values

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)

Connecting Marketo via webhook

Use webhooks to send data from Marketo to Clay for real-time lead enrichment. This is ideal for enriching inbound leads as they come in—such as form fills, demo requests, or other lead capture events.

After enrichment, you can use the Marketo enrichment actions above to write the enriched data back to Marketo.

1. In a new or existing Clay table, locate the Webhook URL option and copy the webhook URL.
2. Go to the Admin area in Marketo.
3. Click Webhooks in the left hand menu.
4. Click New webhook to create a new webhook. Name and configure your webhook with the details below:
5. Click Create webhook.

Configure your webhook with these details:

• URL: Paste the webhook URL you copied from Clay
• Payload template: Copy and paste the JSON structure below. Include the opening and closing braces and use colons (not equals signs):

{
  "id": "{{lead.Id}}",
  "first_name": "{{lead.FirstName}}",
  "last_name": "{{lead.LastName}}",
  "email": "{{lead.EmailAddress}}",
  "title": "{{lead.JobTitle}}",
  "company": "{{lead.CompanyName}}",
  "industry": "{{lead.Industry}}",
  "country_code": "{{lead.Country}}"
}

• Request token encoding: None
• Request type: POST
• Response format: JSON