Marketo channel

Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

Please note that terms used in the Marketo channel categories are Marketo specific terminology.

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

How to connect

On the My pipelines page, select Create Pipeline.
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.
Expand the Connection section of the step, and add the required information.

Connect to Marketo

Expand Marketo in the list of channels on the right side of the page and click Connect to Marketo.
In the pop-up window, complete your Endpoint URL and supply both the Client ID and Client Secret. When finished click Connect to Marketo.

How to 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:

Select a pipeline that already has this channel in it.
Open a step that contains this channel.
Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

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

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.
Action	Remove Lead from a List	Removes the selected lead from a 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 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: If you do not see a particular list in the drop down, enter the list ID by clicking on 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.

Add a Marketo Lead Created trigger step to trigger when a new lead has been created.
Add a Quickbase Look Uo Records action to fiind the Quickbase record you want to update.
Add a Quickbase Update Record action to update a record with the new lead information.