Integrating Marketo

Capabilities

Cyera's Marketo integration provides the following capabilities:

Product	Capability
Cyera Privacy	Request Types Access, Deletion, Do Not Sell/Share Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• Marketo User Role: Admin

Create New Role & API-Only User

1. Log in to your Marketo instance.
2. Under Admin, select Security, and then Users & Roles.
3. Select Roles and then New Role.
4. Enter the following information for the new role:

Role Configuration

Permissions: Under the Access API section, please add:

• Read-Only Activity
• Read-Write Person

To support custom Deletion Settings, the following permissions must also be added:

• Read Schema Custom Field

To support custom Opt Out Settings, the following permissions must also be added:

• Read-Write Schema Custom Field

To support Responsible Data Discovery, the following permissions must also be added:

• Read-Write Schema Standard Field
• Read-Write Schema Custom Field
• Read-Only Activity Metadata
• Read-Only Activity Assets
• Read-Only Campaign
• Read-Only Company
• Read-Only Custom Object
• Read-Only Named Account
• Read-Only Opportunity
• Read-Only Sales Person

5. Assign the newly created role to a new or existing Marketo user, ideally a service account.

info

[your subdomain] should be replaced with your Cyera subdomain, which can be found in the URL of your Cyera instance. For example, if my Cyera instance was smithco.privacy.cyera.io, my subdomain would be smithco.

Add Cyera as an Installed Service

1. Within Marketo, navigate to Integration and then LaunchPoint.
2. Select New and then New Service.

Details

Service Details

Service: Custom

API Only User: Select the user created in Create New Role & API-Only User

3. Within, LaunchPoint, locate the Client ID and Client Secret by selecting View Details on the newly created Cyera Custom Service. Store these values in a safe location.

Locate Marketo Endpoint URL

1. In Admin, select Integration, then Web Services.
2. Find the REST API section and copy the Endpoint.

Connect to Cyera

warning

Please wait 10 minutes after completing the steps in Marketo before connecting the integration to Cyera.

1. In Cyera, navigate to Integrations and select Configure New Integration to search for Marketo.
2. Enter Client ID, Client Secret and Endpoint obtained from Marketo.
3. Optionally, setup custom Deletion Settings.
4. Optionally, setup custom Opt Out Settings.
5. Select Configure Integration.

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

Cyera checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to Cyera will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Marketo integration uses the Marketo REST API:

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and Cyera functionality in our API Integration Documentation.