How do I enable the Marketo Integration?

Sync Circa with Marketo to track leads, contacts and event attendance

To enable the integration between Circa and Marketo, go to your Workspace Settings > Integrations > Marketo. Note that you will need to be a Workspace Admin to access the Integration settings.

Follow the steps to create a new Marketo authentication. Your API endpoint domain can be found by Navigating to Marketo Dashboard > Admin > Web Services. 

For both Client ID and Client Secret, you must create a custom service within Marketo first. More information on creating custom services here. 

Your integration can be verified under the Authentication tab. Your connected profile should look like this:



Permissions

To use the Marketo integration, you'll need a Marketo edition that supports API access and, depending on the Marketo sync options you want to use, your Marketo admin will need the following permissions:

  • Read/write access to Leads
  • Read/write access to Contacts
  • Read/write access to Campaigns
  • Read/write access to Campaign Members
  • Read-only access to Accounts



A note:

We recommend creating an "Integration User" – a dedicated Marketo account with name and email address, such as:

With this approach, your team can clearly see that updates to synced Campaigns, Contacts and Meetings come from Event. 

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