Marketo and Zapier connect to automate your marketing work. You can trigger actions when new leads are created or forms are submitted and create or update leads in lists.
Available on plans:
Free
Professional
Team
Enterprise
Prerequisites
To use the Marketo app on Zapier, you must have:
- Admin access to your Marketo instance to create API roles, users, and custom services.
- Prepare your Marketo account with the following:
- Create an API Only Role with all "Access API" permissions enabled.
- Create an API Only User with the "API Only Role" assigned.
- Create a Custom Service to generate Client ID and Client Secret credentials.
- A paid Zapier account. Marketo is a premium app on Zapier.
Connect Marketo to Zapier
To create an app connection to Marketo on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Marketo.
- Click Add connection.
- A Connect an Account page will open in a browser tab or window.
- Complete the following fields:
- Client ID: Enter your Marketo API Client ID.
- Client Secret: Enter your Marketo API Client Secret.
-
REST API Endpoint URL: Enter your Marketo Base or API Endpoint URL.
- Learn where to find your Base URL.
- Click Yes, Continue to Marketo.
Your Marketo account is now successfully connected to Zapier.
About Marketo's app
Triggers, searches, and actions
Triggers
- New Form Submission - Triggers when a new form is submitted. (Polling)
- New Program - Triggers when a new program is created. (Polling)
- Updated Lead - Triggers when a lead is updated. (Polling)
- New Lead - Triggers when a new lead is created. (Polling)
- New Self-Service Flow Action (SSFS) - Triggers when a configured Self-service Flow Action delivers leads. (Instant)
Searches
- Find Lead - Finds a lead whose e-mail address matches the search criteria.
- Find or Create Company - Find or Create Company
- Find Company - Finds a company whose name matches the search criteria.
- Find Lead by Field - Finds a lead based on a specified field and value.
- Find or Create Lead - Find or Create Lead
Actions
- Create or Update Company - Creates or Updates a company.
- API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Add Lead to List - Adds a lead to a list.
- Create or Update Lead - Creates or Updates a lead.
Limitations
- API rate limits apply. Marketo limits API access to 100 calls per 20 seconds per instance, which is shared among all third-party API services and can impact Zapier integration performance. Most Marketo subscriptions are allocated 50,000 API calls per day (resets daily at 12:00AM CST), which limits the number of Zap executions possible per day.
- Users may encounter "insufficient Access API permissions" errors if the authorized user's role doesn't have proper API access permissions configured in Marketo.
Templates
View all of Marketo's templates.
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