Connecting a Marketo Account to Seventh Sense

There are several steps to necessary to connect a Marketo account to Seventh Sense. First, we'll need to create the connector in Seventh Sense.  To create a connector, click "settings" in the account drop-down menu as pictured below.

Screen_Shot_2018-07-16_at_7_06_29_PM.png

Scroll to the very bottom of the page and click "add connector" as shown below.Screen_Shot_2018-07-16_at_7_10_05_PM.png

Select the Marketo connector and the following fields will appear as shown below.Screen_Shot_2018-07-16_at_7_19_24_PM.png

 

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 Lead 

 

Screen_Shot_2018-04-24_at_12.39.58_AM.png

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.

New_Service_Marketo.png

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.

View_Details_Screen.png

 

 

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.

Marketo_Launchpoint_Details.png

 

 

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.

 

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