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Configuring the Marketo integration

You configure the integration with Marketo at the Global level and the site level. This integration requires configuration at both levels.

To configure the Marketo integration:

  1. From your Marketo console, obtain the required client ID, client secret, and endpoint. For details, see Marketo's REST API.

  2. Click > Admin > Sites & Settings > Sites > Global

  3. Under Integrations, expand Marketo.

  4. Toggle on Enable Import.

  5. In the Fetch Size field, enter the number of forms Brightspot imports during each retrieval from Marketo.

  6. Under Accounts, do the following:

    1. Click Add Marketo Credentials.
    2. Select Create New.
    3. In the Name field, enter an internal name. Brightspot uses this name in selection fields.
    4. In the Client ID and Client Secret fields, paste the values from step 1.
    5. In the Endpoint Domain field, enter the endpoint’s domain from step 1. For example, if the Marketo endpoint is https://example.mktorest.com/rest, enter the domain example.mktorest.com.
    6. Click Save.
    7. Click Back.
  7. In the Accounts field, select the Marketo account you just configured.

  8. Click Save.

    Note

    Now that you have configured the Marketo integration at the Global level, you must also configure it for the desired sites.

  9. In the Sites widget, select the site for which you want to enable this feature.

  10. Under Integrations, expand Marketo.

  11. Repeat step 6 to configure the integration for the site.

  12. Click Save.

Brightspot saves the configuration, and ingests form submissions at regular intervals.