The Crossbeam-Marketo integration identifies overlapping accounts, retrieves associated individuals in Marketo, and applies them to your designated Marketo Programs. This document serves as an installation and configuration guide for the Marketo app.
In this article:
Installation Requirements
You must have Salesforce connected as a Data Source within your Crossbeam account to leverage this integration. See our help article here for more information on Salesforce as a Data Source.
You must be on Crossbeam's Connector plan or higher to access this integration. Visit our pricing page here for more details.
Install the App
Navigate to the Integrations Workspace in your Crossbeam account
On the Marketo tile, click Install (note: you may need to upgrade prior to installing)
Complete the Crossbeam Authentication process:
Click on New Authentication
Create a New Authentication
Select your personal credentials
Authorize App Access
Complete the Marketo Authentication process:
Click on New Authentication
Create a New Authentication
Details to fill in the required fields will need to be accessed and provided by a Marketo administrator. See below for instructions on how to find them in your Marketo instance.
In Marketo navigate to:
API endpoint domain: Admin >> Integration >> Web Services >> Rest API >> Endpoint
Copy the endpoint URL, excluding the “/rest” at the end of the URL
Client ID and Client Secret: Admin >> Integration >> LaunchPoint >> Create a New Service
Enter details
example:
Select Create
Select View Details
Client ID and Client Secret will be displayed
Copy & paste the above values from Client ID and Client Secret into the Crossbeam modal
Select Create within the Crossbeam modal to complete installation
Configure Crossbeam Reports to Marketo
Once you’ve installed the Marketo app using the steps above, follow the instructions below and/or watch this 1-minute video to learn how to configure and associate Crossbeam Reports to Marketo Programs.
Associate your Crossbeam Reports to your Marketo Programs
Organization >> Select your Crossbeam Organization
Report >> Select your desired Crossbeam Report
Program >> Associate the selected Crossbeam Report to the desired Marketo Program
Repeat the above steps for additional associations. Associations can be removed at any time.
Enter a date for processing to ensure all persons are captured in the Members tab of your desired Programs