Connect Marketo

Connect mOperator to Marketo so your team can search leads, manage static lists, trigger campaigns, and view programs and emails — all from Slack.

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Prerequisites

• A Marketo account with API access enabled
• Admin access to create API users and LaunchPoint services

Step 1: Create an API-Only User

1. Log in to Marketo and go to Admin
2. Click Users & Roles in the left sidebar
3. Click the Roles tab and create a new role (e.g., API Role) with the following permissions:
   • Access API
   • Read-Only Lead
   • Read-Write Lead
   • Read-Only Assets
   • Read-Write Campaign (if you want to trigger campaigns)
4. Click the Users tab and click Invite New User
5. Fill in an email and name (e.g., mOperator API)
6. On the Permissions step, select API Only and assign the role you just created
7. Click Send to create the user

Step 2: Create a LaunchPoint Custom Service

1. In Marketo Admin, click LaunchPoint in the left sidebar
2. Click New > New Service
3. Fill in the details:
   • Display Name: mOperator
   • Service: Custom
   • API Only User: Select the API user you created in Step 1
4. Click Create
5. Click on the newly created service to reveal the credentials
6. Copy the Client ID and Client Secret

Step 3: Find Your REST API Endpoint

1. In Marketo Admin, click Web Services in the left sidebar
2. Under the REST API section, copy the Endpoint URL
   • It will look like: https://123-ABC-456.mktorest.com
   • Copy the base URL only (without /rest at the end)

Step 4: Add Credentials to Vercel

1. Go to your Vercel project dashboard
2. Navigate to Settings > Environment Variables
3. Add the following variables:

Variable	Value
MARKETO_CLIENT_ID	Your LaunchPoint Client ID
MARKETO_CLIENT_SECRET	Your LaunchPoint Client Secret
MARKETO_REST_ENDPOINT	Your REST API endpoint URL (e.g., https://123-ABC-456.mktorest.com)

1. Click Save and redeploy your project

Step 5: Verify the Connection

In Slack, send a message to your mOperator bot:

@mOperator Show me all Marketo static lists

If everything is configured correctly, mOperator will return your Marketo lists.

Example Commands

• @mOperator Search Marketo for leads with email @acme.com
• @mOperator What fields are available on the Marketo lead object?
• @mOperator Show me all Marketo static lists
• @mOperator Add leads 12345 and 67890 to the webinar list
• @mOperator List all Marketo campaigns
• @mOperator Show me Marketo email assets
• @mOperator Trigger the welcome campaign for lead 12345

Troubleshooting

• "Marketo not configured" error
• Make sure all three environment variables are set: MARKETO_CLIENT_ID, MARKETO_CLIENT_SECRET, and MARKETO_REST_ENDPOINT
• Redeploy after adding the variables

• "401 Unauthorized" or token errors
• Double-check your Client ID and Client Secret from the LaunchPoint service
• Make sure the API-Only user is active and has the correct role
• Verify your REST endpoint URL is correct (no trailing /rest)

• "403 Forbidden" errors
• The API user's role may be missing required permissions
• Go to Admin > Users & Roles and verify the role has the needed access

• Empty results
• Marketo API results are paginated — very large datasets may require multiple queries
• Make sure the filter type and values match actual lead data

• Write operations require approval
• By default, Marketo write operations (create/update leads, delete, list management, trigger campaigns) require approval from an authorized user
• Add your email to AUTHORIZED_USER_EMAILS in Vercel to bypass the approval workflow