Connecting a Marketo instance to Seventh Sense

There are several steps necessary to connect a Marketo account to Seventh Sense. First, you'll need to create an account in Seventh Sense.  

Next, select the Marketo Connection.

Marketo Account Connection - 1.png

With the Marketo connection type selected, you'll be directed to a popup where you can enter the API credentials shown below.

Marketo Account Connection - 2.png

 Name your connector (we suggest your company name) and then 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."

Screen_Shot_2019-04-10_at_12.40.16_PM.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

 

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