Integration with Marketo

Klarity seamlessly links with your Marketo account. Why hassle with downloading a list and then uploading it to your CRM. Save yourself some time by making the process more efficient. By following these few simple steps, you will be able to import Contacts directly into Marketo.

If you were previously using the Marketo integration, you will need to clear your cache prior to following the steps below:   

3. Next, you will see a configuration screen for Tray.io. You will be able to select an existing Tray.io account or add a new one. To add a new account, click on "New authentication".

You will need the following credentials on hand in order to authenticate your account:

API Endpoint Domain: Go to your Marketo Dashboard. 

1. Click on the Admin tab.
2. Click on Web Services.
3. Scroll to the bottom of the page and copy the information to the right of ‘End Point’. Do not include/rest or /identify.

• For more information, click the link to access an article for Base URL

Client ID' and 'Client Secret: Go to your Marketo Dashboard.

1. Click on Admin.
2. Click on LaunchPoint

Here you may need IT intervention for the Tray integration to appear (see help articles below).

• Use this link to access the article pertaining to Custom Services
• Use this link to access the article pertaining to Authentication

      3. Click on view details to copy your Client ID & Client Secret. 

Now that you have obtained your API End Point Domain and your Client ID' and 'Client Secret you are ready to establish your connection. Navigate back to the connection window and click 'New authentication'. Enter your credentials and click 'Create'.

You should receive a pop-up message indicating the connection has been created successfully. Click on 'Finish' to complete the configuration. 

Field Mapping

Next, you will be prompted to map your Contacts to Leads fields from the export to your Marketo account.

This screen will look similar to the connection window.  Your account name should appear.  Click next to proceed. 

You can choose to label all of your exports with a constant value such as "Campaign-1", and then map that value to a specific field later on. Click 'Next' to proceed.

Map the Contact Fields and click 'Finish'. 

• Read only fields are mapped values locked for the purpose of duplicate checks. I.E.  Email - Email Address
• All unmapped fields will appear in the 'Catch All'.  You can map the DemandScience Intelligence 'Catch All' field to a Marketo Field, such as Person Notes, for visibility. 
• DO NOT map DemandScience Intelligence 'Employees' Field to Marketo 'Number of Employees' field. The DemandScience Intelligence 'Employees' Field is a range treated as a TEXT field, and number of employees requires a specific number. 

You are now connected and able to export records directly to Marketo using the configured workflows by following these simple steps below:

1. Select your records.

2. Click on the ellipsis (three dots) and select 'Export to Marketo.

 

Review the details of your export and confirm you would like to download the selected records by clicking 'Export records'.

The next time you log into your Marketo account, you will see all of the contacts you have downloaded. Please be advised, this process will not add duplicate records to Marketo if a contact in your database already exists based on the email address in Klarity. To avoid being charged for records you already own, we encourage you to use the Suppression List feature.