There are several steps necessary to connect a Marketo account to Seventh Sense. First, we'll need to create an account in Seventh Sense.
Next, select Marketo, and click "Connect."
With the Marketo connection type selected, you'll be directed to the screen shown below.
The first two fields are auto-populated, but you will need to fill the remaining fields listed below.
- REST API Identity URI
- REST API Endpoint URI
- Client ID
- Client Secret
Getting the REST API URI
First, you will need to go to your Marketo Administration panel and find your REST API Identity URL and Endpoint URL.
Creating a Security User and Role with API Access
Go to Security -> Users and Roles. Select the "Roles" tab and select "Create new Role".
Select the following permissions under Access API as shown below:
- Execute Campaign
- Read-Only Activity
- Read-Only Campaign
- Read-Write Person (or Lead*)
- Read-Only Assets
*Note - From Marketo "Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions."
After creating the role, click the "Users" tab and "Invite New User".
Use the following parameters:
- First Name: SeventhSense
- Last Name: API
- Email Address: api+<yourAccountid>@7thsense.io
Your account ID can be found at the top of the settings page in the Seventh Sense App, it will be listed as "Account#."
Click next, and select the new "Seventh Sense API" role. Check the "API Only" checkbox.
Click "Next" and "Send" to finish creating the new user.
Create an API Service
Go to Integrations -> Launch Point and select New Service. Give it a unique name such as "Seventh Sense". Select the "Custom" type.
Get the Client ID and Client Secret
After you have created the service, you will need to click the "View Details" link next to the service.
The details screen should provide you with the Client ID and Client Secret, which will fill in the remaining fields on the Seventh Sense Marketo Connector configuration screen.
Create a static "All Contacts" list.
Click the Marketo icon in the top left of the screen and go to the "Lead Database". Select the "New" menu and click "New List".
In the "New List" dialog, give the new a list the name "All Seventh Sense Leads Sync". Select a folder, the default "Group Lists" should be fine.
Create Smart Campaign
Go back to "Marketing Activities" and create a new campaign folder called "Seventh Sense".
Inside that folder, create a new Smart Campaign named "All Seventh Sense Leads Sync".
For the "Smart List" section of the configuration, create a new "Email Address" filter and a new "Member of List" filter as shown below.
For the "Flow Actions", add a new "Add to List" action and select "All Seventh Sense Leads" as the destination list.
Under "Schedule" click "Schedule Recurrence", setting the recurrence to daily repeating every day.
Finally, click "Run Once" to populate the list initially.