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Marketo Closed Loop

To Connect your Marketo Instance to Integrate for Closed Loop Reporting:
Navigate to your Marketo Instance  > Admin > Webhooks > Create New Webhook

Create New Webhook

  • Name Webhook
  • Insert the Webhook URL in the URL textbox (Appendix A)
  • Paste your Organization ID (provided by your Integrate representative) over the placeholder in the URL (Appendix A)
  • Set Request Type to POST

Example:

Update Template

  • Insert the Payload Template (Appendix B) into the “Template” textbox
  • Insert the token that corresponds to the field where you are or will be capturing the Integrate Lead ID in the placeholder after ‘dispositionValues’
  • Insert the Accepted or Rejected Lead Code (Appendix C) and Custom Reason (if necessary) in the placeholder for ‘code’ and ‘reason’.
  • Set “Request Token Encoding” to: JSON
  • Response type can be left as: None
  • Click Save



Set Custom Headers:

  • Click on the Webhook you just created > Click Webhook Actions (above Webhook details) > Set Custom Header



  • Click into the text box below ‘Header’ and insert: “Authorization
  • Next to Authorization, click the box under the ‘Value’ column and insert: “Bearer INTEGRATE API KEY
  • The placeholder for API Key should be replaced with the API Key from your Integrate instance. To locate or create an API Key, navigate to your Organization Settings within Integrate. Ex. Bearer 234lkjnwf9sa9ca8sdn524l5n2fu
  • Add another header and under ‘Header’ insert: “Content-Type
  • Next to Content-Type, click the box under the ‘Value’ column and insert: “application/json

    Example:


Appendix A:

Webhook URL: 

http://api.integrate.com/api/organizations/INSERT Organization ID HERE/dispositions

 

Appendix B:

Payload Template:

{"dispositionValues":{INSERT INTEGRATE LEADID TOKEN HERE:{ "code":"INSERT CODE HERE", "reason":"INSERT CUSTOM REASON" }}}

Appendix C:

Accepted Lead Codes:

MQL_MARKET_QUALIFIED_LEAD
SQL_SALES_QUALIFIED_LEAD
SAL_SALES_ACCEPTED_LEAD
SAO_SALES_ACCEPTED_OPPORTUNITY
LEAD_APPLICATION
LEAD_APPOINTMENT
LEAD_ENROLLEMENT
LEAD_CONVERTED_LEAD
LEAD_LOW_VALUE
LEAD_MEDIUM_VALUE
LEAD_HIGH_VALUE
LEAD_MARKET_READY
LEAD_PIPELINE
LEAD_REGISTRATION
LEAD_SALE
LEAD_SALES_READY
LEAD_LOW_QUALITY

Appendix C (continued):

Return Lead Codes:

RETURN_LEAD_PHONE_DISCONNECTED
RETURN_LEAD_INVALID_CONTACT_INFO
RETURN_LEAD_WRONG_NUMBER
RETURN_LEAD_DID_NOT_APPLY
RETURN_TEST_CONVERSION

 

 

 

 

 

 


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