TrustRadius can send data via a webhook generated from Zapier to send leads to your Marketo instance. In order to authenticate to your Marketo account from Zapier, you’ll need your Munchkin ID and you’ll need to generate a Client ID and Client Service. Please follow the steps below to find/generate these values.
Note: This requires Admin access to your Marketo instance.
Get your Munchkin ID
- Sign in to your Marketo account.
- Go to Admin and click Munchkin in the tree on the left in the Integration section. The Munchkin Account ID will be the first value listed in the Tracking Code box. Copy this to a separate text file.
Generate a Client ID and Client Service
To generate a Client ID and Service, you will first need to create a new role in Marketo, assign a user to that role, and then generate a Custom Service.
Create a Role
- In Marketo, go to Admin > Users & Roles > Roles. Click New Role.
- In the Create New Role modal, complete the Role Name field. Make sure to give your role a descriptive name.
- In the Permissions field, select all permissions listed under "Access API." Click Create.
Create a User
After creating a role, you will need to create an API-only user. This “user” will be used by Zapier to access your Marketo instance.
- In Marketo, go to Admin > Users & Roles > Users. Click Invite New User.
- In the Invite New User modal, complete the Email, First Name, and Last Name fields. Since this user will be used by Zapier and not an actual person, you do not need to use a valid email address. We recommend giving the user a descriptive name so it’s clear what its being used for. Click Next.
- In the Roles field, select "Example API Role" and click the "API Only" checkbox. Click Next.
- Click Send.
Create a Custom Service
After creating a role and user, you'll need to provision a Custom Service to generate the actual credentials that you'll use to authenticate to Marketo from Zapier.
- In Marketo, go to Admin > LaunchPoint (under Integration). Click New Service.
- Give your service a descriptive name. From the Service dropdown menu, select “Custom”. Complete the Description field. From the API Only User dropdown menu, select the user that you created in the “Create a User” section. Click Create.
- This will add a new service to your list of LaunchPoint services, and the option to “View Details”. Click View Details.
- From the Details modal, copy the Client ID and Client Secret to a separate text file. NOTE: The Client ID and Secret will only be valid for 3,600 seconds, so you must authenticate to Marketo immediately.
You now have what you need to set up your webhook. Please go to Zapier and complete the setup process.