To receive TrustRadius’s Intent Driven Leads in your Marketo instance, TrustRadius will need the following information:

  • REST API Endpoint URL

  • Client ID

  • Client Secret

  • Form ID

  • Program ID (if applicable)

  • API Field Names


Note: You will need admin access to your Marketo instance.


This article will walk you through the steps for finding this information and setting up a Marketo form. Once complete, you will provide this information to your TrustRadius CSM or leads program representative.


Find your Marketo Endpoint URL

  1. From the dropdown menu on the top ribbon menu, click Admin.

  2. In the side menu, click Integration > Web Services.

  3. Scroll down to the Rest API section. Copy your Endpoint URL to a separate text file.


Next, you will need to create a custom service to receive TrustRadius leads.


Create a Custom Service in Marketo

  1. In the side menu, click Integration > LaunchPoint

  2. Click New > New Service.

  1. In the New Service window, enter a Display Name. From the Service dropdown, select “Custom”. In the Settings section, add a Description and select the appropriate API Only User (If you do not have an API only user, click here). Click Create.

  2. In the Installed Services table, find the service that you just created and click View Details.

  3. Copy the Client ID and Client Secret to a separate text file.



Create a form in Marketo to receive TrustRadius leads

  1. From the dropdown menu on the top ribbon menu, click Marketing Activities.

  2. Click New > New Program


  1. In the New Program window, select a Campaign Folder, enter a Name and select a Program Type and Channel. Click Create.

  2. In the Program, click New > New Local Asset

  1. Click Form.

  2. Enter a Name and click Create.

  3. In the Form Designer, add all the desired fields.

  4. Click on each field. In the Properties section, copy the “Field:” value to a separate text file. Do this for each field in the form. Click Finish.

  1. On the Form page, copy the Asset ID to a separate text file. This will be used as the Form ID.

  1. To find the Program ID, navigate back to the program. Copy the URL in the navigation bar to a separate file. The program ID is contained within the URL.



Create an API Only User in Marketo

In order to set up a service to receive TrustRadius leads, you will first need to create a Marketo role with API webhook access and then assign that role to an API-only user.


To create a role with API webhook access:

  1. In the side menu, click Users & Roles.

  2. Click the Roles tab. Click New Role.

  3. Enter a Role Name. In the Permissions section, check “Access API” and “Access Experience Cloud Audience Sharing”. Click Create.



To create an API-only user:

  1. In the side menu, click Users & Roles.

  2. Click Create API Only User.

  3. Enter an Email, First Name and Last Name. (You’ll want to use a generic email address that will always be in use.)

  4. Under Roles, check the Role you created in the previous section. Click Create API Only User.