Sigstr’s integration with Marketo gives marketers the opportunity to enhance their digital efforts with the power of relationship intelligence and email signature marketing. In a matter of minutes, seamlessly connect Sigstr to Marketo smart and static lists, landing pages and reporting through a set of easy to use, point and click user interfaces. 

To enhance your targeting capabilities, the Marketo integration allows marketers to import smart and static straight to Sigstr to align to campaigns now and in the future. Depending on how you’ve segmented users in your Marketo environment, this opens up endless opportunities. Most notably, the ability to align Sigstr campaigns to specific stages of your sales cycle. You can do things like...

  • Align Sigstr campaigns to specific Marketo contacts and/or smart lists
  • Link Sigstr campaigns to Marketo landing pages
  • Gain a view into how strong your company's relationships are with key contacts
  • Track how Marketo contacts interact with email signature campaigns

Authentication

In order to authenticate with Marketo, there are three pieces of information that a Marketo admin must obtain through  Marketo’s interface:

  • Client ID
  • Client Secret
  • Instance URL

To obtain these credentials, follow the steps outlined below. 

Step 1

Log into Marketo and navigate to the Admin tab. 

Step 2

In the left hand navigation, click on Users & Roles under Security.

Step 3

On the Users & Roles page, navigate to the Roles section and click New Role

Step 4

Add your Role Name and Description.  For Permissions, expand the Access API node and select the following checkboxes:

  • Read-Only Assets 
  • Read-Only Lead 
  • Read-Write Activity

Click Create.

Step 5

On the Users & Roles page, click Invite New User.

Step 4

Add in your desired email credentials. Note that the Email/First Name/Last Name in Invite New User dialog do not need to be aligned to a real person since it is used by API only.  We suggest that the email contains the integration name. 

Step 5

Check the Sigstr option under roles, as well as the API Only box at the bottom. Save the user.

Step 6

In the left hand navigation, click Launchpoint under Integration.

Step 7

On the Launchpoint page, click New Service

Step 8

In the New Service window, click Custom in the drop-down menu and select the API Only user that was previously created. 

Step 9

Once the new service is created, click View Details to obtain the Client ID and Client Secret. 

Step 10

To obtain the Instance URL, click on Web Services in the left hand navigation.

Step 11

Scroll to the REST API section. The instance URL can be found next to Endpoint.

Integration Enablement

Once you’ve obtained the three data points, follow the instructions below to enable the integration in Sigstr. 

Step 1

Navigate to your Account Settings.

Step 2

Click on Integrations.

Step 3

Under CRM options, enter in the three data points under the Marketo section and click Connect

Step 4

Once the connection has been made, check the box next to Automatically create contacts. This will ensure that contacts are automatically created in Marketo whenever an external email recipient clicks on a signature campaign. 

Step 5

The integration has now been enabled. 

Troubleshooting

If you run into any problems with your smart lists processing, it may be because your Marketo account needs an additional permission. Reach out to your Marketo account rep and tell him/her that you are trying to extract the leads from a smart list using the Bulk Lead Export API and are encountering a 1035, Unsupported filter type for target subscription error when attempting to do so. Ask to enable access to this filter and you should be set!

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