---
title: "Marketo channel"
slug: "marketo-channel"
updated: 2026-04-27T19:25:08Z
published: 2026-04-27T19:25:08Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketo channel

> *Go to the*[*Channels*](https://team.quickbase.com/nav/main/action/pipelines/channels)*page to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.*

Marketo provides marketing automation software for account-based marketing and other marketing services and products, including SEO and content creation.

> [!NOTE]
> Note: Terms used in the Marketo channel categories are Marketo specific terminology.

## Connect

1. On the My pipelines page, select **Create Pipeline**.
2. Search for or select a step, and then select it to add it to the pipeline. When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
3. Expand the Connection section of the step, and add the required information.

### Connect to Marketo

1. Expand **Marketo** in the list of channels on the right side of the page and select **Connect to Marketo**.
2. In the pop-up window, complete your Endpoint URL and supply both the Client ID and Client Secret. When finished, select **Connect to Marketo**. ![Marketo connection dialog showing Endpoint URL, Client ID, and Client Secret fields](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472950923796.png)

## Reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

- If you need to connect a different account.
- Authorization updates, such as a changed password.
- Editing the access rights that Pipelines has to the channel.

To reconnect:

1. Select a pipeline that already has this channel in it.
2. Open a step that contains this channel.
3. Under account, select **Connect (or reconnect)** and follow the process above, [Connect](/v1/docs/marketo-channel#how-to-connect). ![Connect or reconnect button in the step connection panel](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/17568389290132.png)

## Steps

The steps you can use with Marketo are grouped into two categories: Custom Objects and Leads.

> [!NOTE]
> Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

| Type | Name | Description |
| --- | --- | --- |
| Custom Objects |  |  |
| Action | Create/Update a Custom Object | Creates or updates a custom object. |
| Action | Delete a Custom Object | Deletes a custom object. |
| Query | Search Custom Objects | Searches custom objects and returns a list. |
| Action | Fetch a Linked Custom Object | Fetches a linked custom object. |
| Leads |  |  |
| Trigger | Lead Created | Triggers when a new lead is created in the selected account. |
| Trigger | Lead Updated | Triggers when a lead is updated in the selected account. |
| Action | Create or Update a Lead | Creates or updates a lead. |
| Action | Delete a Lead | Deletes a lead in particular account. |
| Action | Add Lead to a List | Adds the selected lead to a [list](/docs/marketo-channel#manaul_list). |
| Action | Remove Lead from a List | Removes the selected lead from a [list](/docs/marketo-channel#manaul_list). |
| Query | Search Leads | Searches for leads in the selected account and returns a list. |
| Query | Search Leads in a List | Searches for leads in the selected [list](/docs/marketo-channel#manaul_list) and returns a list of leads. |
| Action | Fetch a Linked Lead | Fetches a previously linked lead. |
| Action | Look up a Lead | Looks for a specific lead based on search criteria. |

> [!NOTE]
> Note: If you do not see a particular list in the drop down, enter the list ID by selecting the pencil icon in the List field and typing it in. The drop down field is limited to 300 lists.

## Use cases

Here are some use case examples to help you understand how to use the Marketo channel.

In this case we are using Marketo to update a Quickbase record when a new lead has been created.

1. Add a **Marketo Lead Created** trigger step to trigger when a new lead has been created. ![Pipeline canvas showing a Marketo Lead Created trigger step](https://help.quickbase.com/pipelines/images/marketo.use.1.png)
2. Add a **Quickbase Look Up Records** action to find the Quickbase record you want to update. ![Pipeline canvas showing a Quickbase Look Up Records action step](https://help.quickbase.com/pipelines/images/marketo.use.2.png)
3. Add a **Quickbase Update Record** action to update a record with the new lead information. ![Pipeline canvas showing a Quickbase Update Record action step](https://help.quickbase.com/pipelines/images/marketo.use.3.png)