Relevant to: Demand Acceleration Platform
This article outlines how to create a webhook in Marketo, which can be used in a Smart Campaign to push leads programmatically to a Source in the Demand Acceleration Platform.
You should be familiar with Marketo Webhooks and Smart Campaigns in Marketo to use this functionality. You may also find it useful to be logged in to both Marketo and the Demand Acceleration Platform at the same time.
| You need to have set up a Source in the Demand Acceleration Platform - before setting up a Marketo webhook. |
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In this article:
Setup overview
- In the Demand Acceleration Platform - In a CPL Campaign, create a Source.
- In the Demand Acceleration Platform - Collect credentials from Source.
- In Marketo - Create a Webhook and add Source credentials.
- In Marketo - Create a Smart Campaign to trigger the webhook.
Create Marketo Webhook
1. In Marketo, navigate to the Admin tab.
2. From the Admin panel, click on Webhooks.
3. Click on New Webhook.
4. Locate the API posting details that were collected when you created a Source for lead uploads via API. Add the credentials in the Marketo New Webhook modal.
| Field | Required? | Action in Marketo |
| Webhook Name | Required | Add a unique recognizable name for the webhook. |
| Description | Optional | Add a description. |
| URL |
Required |
Paste in the Post URL from your Integrate Source. This will look like: https://api.integrate.com/post/yourPostUrlStringValue |
| Request Type | Required | Keep set as POST. |
| Template |
Optional |
Paste in the Post Body String from your Integrate Source and replace the placeholder values (myValue) with your with Marketo Tokens for each corresponding field. Example with placeholder values: FName=myValue&LName=myValue&Email1=myValue&Phone1 Example with sample Marketo Tokens added: FName={{lead.First Name:default=}}
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| Request Token Encoding | Optional | Set to Form/Url. |
| Response type | Optional | Set to JSON. |
Create a Smart Campaign to Trigger Your Marketo Webhook
Create a new Smart Campaign in Marketo to trigger the webhook created in the steps above. This must be a Trigger Smart Campaign (Batch Smart Campaigns cannot call webhooks in their flow steps).
In the Smart Campaign example below, the trigger Lead is Created is being used with a filter Integrate LeadID field is empty for our Smart List. This means that the Smart Campaign will only be triggered for newly created leads that have not already been processed by the Demand Acceleration Platform (ie. they do not have an Integrate Lead ID value).
In your Smart Campaign, you can use different triggers and/or filters (just be sure the Smart Campaign is a Trigger Campaign and not a Batch).
2. In Marketing Activities panel, select the Trigger Smart Campaign.
Click the Smart List tab and select the trigger (in this instance: Lead is Created) and the filter (in this instance: Integrate LeadID field is empty).
3. In the Flow tab, select the webhook that was created in the previous step.
4. Activate the Smart Campaign in the Schedule tab.
Testing the Smart Campaign and Webhook
After creating the Webhook and Smart Campaign, you can test them by manually creating a new lead in Marketo. Navigate to the Results tab in your Smart Campaign.
Click the result to view the Activity Details modal.
The Response Code should be 200 to indicate that the webhook has been successful. Any errors will been shown in the Response - in this case, check your setup is correct in Marketo and then submit a ticket to our Support Team if the issue cannot be identified.
Successful leads should also be visible in the Demand Acceleration Platform - refresh the page and check the Source Summary tab.
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The Marketo Webhook is now set up and you can begin sending leads into the Demand Acceleration Platform. |