Marketo sources

Lead

A lead is a potential sales contact. Use the lead source object in a task and specify the information that you want to read for leads from Marketo. You can retrieve lead details when you specify the filter field, filter values, list ID, or program ID in the advanced source properties of a task. You can also retrieve lead details when you specify the activity type ID and specific periods, such as since date time, start date and end time, and incremental extract.

LeadActivity

A LeadActivity object tracks the interaction of a lead with Marketo and marketing artifacts. For example, a LeadActivity results when a lead visits a page on a website, or opens a Marketo email. You can use Marketo to understand the interests of a lead and timely communicate with the lead.

Use the LeadActivity source object in a task and provide ActivityType IDs to retrieve the corresponding lead activities from Marketo.

Note: Retrieve the ActivityType IDs for your Marketo subscription by selecting ActivityType as a source object. For example, ActivityType ID 12 is for new leads while ActivityType ID 13 is for change data value. Use these ActivityType IDs to retrieve new leads or changed leads.

ActivityType

A ActivityType object retrieves metadata for the type of lead activities but does not provide the lead activity information.

When you choose the ActivityType source object in a task, you retrieve the following ActivityType metadata:

"id","name","description","primaryAttribute_name","primaryAttribute_dataType","attributes_name","attributes_dataType"

For example, ActivityType ID =13 includes the following details:

"13","Change Data Value","Changed attribute value for a person/record","Attribute Name","integer","Source ","string"

Note: To retrieve lead activities, you must specify the LeadActivity source object and the corresponding ActivityType ID in the advanced source properties of a task.

List

A list is a collection of leads in Marketo. Marketo contains smart and static lists. A static list is a fixed list of leads, while a smart list is a dynamic collection of leads. Marketo V3 Connector supports static lists only.

You can retrieve list details such as ID, name, description, programName, createdAt, and updatedAt.

You can retrieve the list data but not the leads that are associated to the list from the list object. You can specify filters, such as the list ID, the list name, and the program name. A marketer uses a program to organize all marketing efforts. If you do not specify a filter, then all the lists are returned.

For example, the following table shows sample data retrieved for the List source object:

id	name	description	programName	createdAt	updatedAt	workspaceName
1113	SalesForceList	2013 Liz	-	2013-12-05T18:47:40Z	2015-03-09T19:46:34Z	North America
1114	ZuoraList	2013 MH	moni's list upload	2013-12-05T18:47:42Z	2013-12-05T18:49:06Z	North America

Campaign

A campaign serves a specific goal within a program that contains all the marketing efforts organized from a central location. For example, a program is an email blast, which can record when a lead is sent an email, when the lead opened the email, and whether the lead clicked a link in the email. In a campaign, you can choose a group of leads from a program to whom you can send the email blast, or notify a sales representative to follow up if a lead clicks a link within the email blast program.

For example, the following table shows sample data retrieved for the Campaign source object:

id	programName	createdAt	name	description	updatedAt	workspaceName
1037	Sales Insight - Interesting Moments	2013-11-20T18:23:02Z	Contact Me - Corporate - Decentralized and in PRGM	WWW contact me	2013-12-18T00:06:11Z	Default
2094	-	2015-09-15T16:24:14Z	InviteCampaign	-	2015-09-15T16:25:46Z	Default

Opportunity

An opportunity in Marketo represents a potential sales deal that is associated with a lead and an organization in Marketo. Leads and opportunities are related through the opportunity role object. Marketers deliver leads to sales in the form of an opportunity.

To read opportunity data from Marketo, you can use any searchable field. For example, you can use either the External Opportunity ID or the Marketo GUID. In the advanced properties, you need to specify the filter type as dedupeFields or MarketoGUID based on the field type.

The following table shows sample fields retrieved for the opportunity object:

marketoGUID	externalOpportunityId	name	description	amount	source
da42707c-4dc4-4fc1-9fef-f30a3017240a	19UYA31581L000000	Chairs	Chairs	1604.47	Inbound Sales Call/Email
da42707c-4dc4-4fc1-9fef-f30a3017240b	29UYA31581L000000	Big Dog Day Care-Phase12	Big Dog Day Care-Phase12	1604.47	Email

OpportunityRole

An opportunity role is the intersection between a given lead and an organization. The opportunity role represents the function of a lead within the organization. A lead has an opportunity role related to an opportunity. OpportunityRole object has both leadId and externalopportunityid fields to create the relationship from lead to opportunity.

The following table shows sample data retrieved for the opportunity role object:

marketoGUID	externalOpportunityId	role	leadId	isPrimary
da42707c-4dc4-4fc1-9fef-f30a3017240a	19UYA31581L000000	Chairs	3445453	0
da42707c-4dc4-4fc1-9fef-f30a3017240b	19UYA31581L000000	Chairs	34454556	1

SalesPerson

Sales person records contain the name, email, and job title that you can use for filtering leads in Marketo. Marketo manages the relationship of a sales person at the lead level through the externalSalesPersonId field.

The following table shows sample data for the sales person object retrieved from Marketo:

createdAt	externalSalesPersonId	firstName	lastName	phone	title
8/25/2016 6:23	cflores0@narod.ru	Carl	Flores	7-(269)838-4689	Assistant Media Planner
8/25/2016 6:23	wholmes1@slideshare.net	Wanda	Holmes	44-(521)609-0247	Social Worker

Company

Company is the organization to which a person belongs.

The following table shows sample data of the company object retrieved from Marketo:

createdAt	externalCompanyId	billingCity	billingCountry	website	industry	annualRevenue
8/24/2016 5:43:29 AM	2a26a9df-fdce-9c30-67c5-56952b2b5c27	Boston	USA	stevesmith.com	Transportation	9460
8/24/2016 5:43:29 AM	23d89d7a-ea99-5635-0d26-56952b59b3d8	Paris	France	briellesonnew.com	Financial	92300

Program

A program helps a marketer organize marketing efforts from one central location. For example, an email blast is a program that records record about when a lead is sent an email, when the lead opens the email, and whether the lead clicked through a link in the email.

The following table shows sample program object data retrieved from Marketo when you specify the tag type and tag value:

id	name	createdAt	url	channel	folderValue	tagType	tagValue
1057	Chan-Webtrial Campaign	2013-12-06 19:52:58+0000	https://app.marketo.com/#ME1	Webinar	228	Team	Global
1057	Callis Campaign	2013-12-06 19:52:58+0000	https://app.marketo.com/#M1	Webinar	225	Product	SAP

Email

Emails are created initially from email templates and the query pattern for emails is similar as templates.

The following table shows sample email records retrieved from Marketo:

id	name	createdAt	subjectType	subjectValue	fromEmailType	fromEmailValue
1370	Test Email	2016-09-07 11:04:53+0000	Text	Congregation	Text	het@informatica.com
1007	2 Invitation	2012-10-12 00:01:21+0000	Text	Webinar Invite 2	Text	ynam@yourcomp.com

Folder

Folders are the core organizational asset in Marketo. Every asset in Marketo has at least one folder as a parent.

The following table shows sample data that you can retrieve from a folder object in Marketo:

id	folderId	type	folderType	parentId	parentType	path	workspace
3	3	Folder	Zone	3	Folder	/Marketing Activities	Default
143	143	Folder	Zone	3	Folder	/Marketing Activities/APJ	APJ
169	19	Folder	Zone	3	Folder	/Marketing Activities/Default	EMEA

Tag

Tags are user-defined fields for programs and are identifiers to group data for reporting purposes. Tags help you categorize data and define how you want to report on your program. Each tag might apply to one or more program types.

The following table shows sample data for a tag object that you can retrieve from Marketo:

tagType	applicableProgramType	required
Area	[program,nurture,event,webinar,email_batch]	TRUE
Campaign Series	[program,nurture,event,webinar]	TRUE
Email Type	[program,email_batch,nurture,event,webinar]	TRUE

Channel

Channels are associated with a program. Each type of channel is used with a specific program type in Marketo. A channel provides the list of available valid statuses for program members.

The following table shows sample data for a channel object that you can retrieve from Marketo:

id	name	applicableProgramType	createdAt	progression_name
3	Blog	program	2013-10-01 02:14:45+0000	Not in Program
3	Blog	program	2013-10-01 02:14:45+0000	Visited

Custom Object

A custom object extends the out-of-box data model of Marketo. A custom object consists of fixed attributes, such as the object name, description, Marketo lead link field, linked field name, and one or more object specific fields.

You can use custom objects in a task to retrieve a list of custom object data based on the search criteria. The custom objects in Marketo are available as source objects in a synchronization task or mapping task. Specify the custom object filter type, custom object filter values, and custom object fields in the advanced properties of a task to capture data from a specific custom object.

For example, you can create a custom object to track the flight reservations for leads.

The following image shows the details of a reservation custom object that you can access from Marketo:

The following image shows the field attributes of a reservation object that you can access from Marketo:

The following table shows sample data of the reservation custom object that you can retrieve for a lead from Marketo:

createdAt	marketoGUID	updatedAt	pnr	TicketNumber
12/4/2015 04:48:00	2cc3a035-4274-4b34-abc3-9338cda7a1e4	12/4/2015 04:48:00	BAF57HG1	1001
12/4/2015 04:48:00	c0d1297d-aacc-4d74-8ac7-89490b36d811	12/4/2015 04:48:00	TAU64GS5	1002

Extract lead data by filter field

• •Lead - Filter Field. Specify the field based on which you want to filter specific information about leads.
You can specify any one of the following fields:
• - id
• - cookie
• - email
• - twitterId
• - facebookId
• - linkedInId
• - sfdcAccountId
• - sfdcContactId
• - sfdcLeadId
• - sfdcLeadOwnerId
• - sfdcOpptyId
• - custom field
• •Lead - Filter Values CSV File. Provide the location of the file that contains the comma-separated list of field names on which you want to perform the search.
• •Lead - Filter Values. Specify the filter values based on which you want to filter data from the lead object. You can specify more than one filter values for the lead object, each separated by a comma. For example, Lead1@abc.com,Lead2@abc,Lead3@abc.com.
Note: If you specify both the Filter Values CSV File and the Filter Values field, the Secure Agent considers the Filter Values CSV File field and uses the values in the CSV file to filter the lead data.
• •Results Batch Size. Specify the number of records you want to retrieve in a single REST call. The maximum limit is 300.
• •General - Results Batch Size. Specify the number of records you want to retrieve in a single REST call. The maximum limit is 300.

Extract Lead Data by List ID

• • Lead - List ID. Provide the list ID for which you want to extract the leads. You can specify only one list ID.
To get the list ID, select the list in Marketo. The list ID appears in the URL for that list.
For example, in the following image, 4363 in the URL is the List ID:
• •General - Results Batch Size. Specify the number for records you want to retrieve in a single REST call. The maximum limit is 300.

Extracting Lead Data by Program ID

• •Lead - Program ID. Specify the program ID for which you want to extract the leads.
• •General - Results Batch Size. Specify the number for records you want to retrieve in a single REST call. The maximum limit is 300.

Capture lead details based on lead activities

Capture lead activities

Retrieve lead or lead activities in bulk

• •Bulk Extract Lead/Lead Activity. Specify Yes to extract leads or lead activities in bulk from Marketo.
• •General - Start Date. Specify the start date from when you want to extract lead or lead activities from Marketo. Specify the date in the yyyy-mm-dd or yyyy-mm-ddT00:00:00Z format.
• •General - End Date. Specify the end date until when you want to extract lead or lead activities from Marketo. Specify the date in the yyyy-mm-dd or yyyy-mm-ddT00:00:00Z format.
• •Bulk Extract- Filter type. Applicable if you select the Bulk Extract- Lead/Lead Activity property.
Filters records from leads based on the date that these records were created or updated.
You can only filter leads but not lead activities using this option.
You can select from the following options to filter records from leads:
• - createdAt. Fetches the specified records solely based on the date they were created.
• - updatedAt. Fetches the specified records based on the date they were created and the date they were last updated.
Default is createdAt.

Retrieve List

• • List - List ID. Specify the ID of the list from which you want to retrieve the details.
To get the list ID, select the list in Marketo. The list ID appears in the URL for that list.
• •List - List Name. Specify the name of the list.
• • List - Program Name. Specify the name of the program to which the list is associated.

Retrieve Program

• •Program - Program Id. Specify the program ID to retrieve the program details.
• •Program - Program Name. Specify the program name for retrieving program details.
• •Program - Tag Type. Specify the tag type for the program from which you want to retrieve the program details.
• •Program - Tag Value. Specify the tag value for the program to retrieve the program details.

Retrieve Channels

Retrieve Email Records

Retrieve a Folder Structure

• •Folder - Max Depth. Specify the maximum number of levels to traverse in the folder hierarchy. Default is 2.
• •Folder - Workspace. Specify the name of the workspace that you want to filter.

Retrieve Tags

Retrieve Campaign

• •Campaign - Campaign ID. Specify the campaign ID for a campaign to retrieve a campaign. If you specify the campaign ID, ensure that you provide the corresponding campaign name for the ID from Marketo.
• •Campaign - Campaign Name. Specify the name of the campaign to retrieve a campaign.

Retrieve data from custom objects

• •Custom Object - Type Filter. Specify the filter type to retrieve the attributes of a custom object. You can specify one of the following filter types:
• - idField. The primary key of the custom object in Marketo.
• - dedupeFields. List of fields that define the unique row of the custom object in Marketo.
Default is dedupeFields.
• •Custom Object - Values Filter. Specify the location of the .csv file that contains the filter values to retrieve specific custom object fields.
• •Custom Object - Fields Filter. Specify the object fields that you want to retrieve. You can specify more than one value for the custom object fields, separated by a comma. If you do not specify the fields, all the default fields from Marketo are retrieved. The default fields retrieved include marketoGuid, dedupeFields, updatedAt, and createdAt.
• •Custom Object - String Values Filter. Specify the filter values to retrieve specific custom object fields. When you specify the filter values, enter the column name of the custom object on which you want to apply the filter, followed by the filter string values on consecutive lines similar to the format in a CSV file. For example, to filter data based on email IDs, specify the filter values in the following format:
email_ID
jim@gmail.com
gerald@gmail.com
harry@gmail.com
Note: If you specify both the Custom Object - String Values Filter and the Custom Object - Values Filter field, the Secure Agent considers the Custom Object - Values Filter field and uses the values in the CSV file to filter data from the custom object.

Retrieve Opportunity Data

• •Opportunity - Type Filter. Specify the filter type to retrieve the attributes of an opportunity object. The filter type can be any of the searchable fields.
• •Opportunity - Values Filter. Specify the location of the .csv file that contains the filter values to retrieve specific opportunity fields.
• •Opportunity - Fields Filter. Specify the object fields that you want to retrieve. You can specify more than one value for the opportunity object fields, separated by a comma. If you do not specify the fields, the Secure Agent retrieves the fields that you mapped in the task.

Retrieve Opportunity Role Data

• •Opportunity Role - Type Filter. Specify the filter type to retrieve the attributes of an opportunity role object. The filter type can be any of the searchable fields.
• •Opportunity Role - Values Filter. Specify the location of the .csv file that contains the filter values to retrieve specific opportunity role fields.
• •Opportunity Role - Fields Filter. Specify the object fields that you want to retrieve. You can specify more than one value for the opportunity role object fields, separated by a comma. If you do not specify the fields, the Secure Agent retrieves the fields that you mapped in the task.

Retrieve Sales Person Records

• •Sales Person - Type Filter. Specify the filter type to retrieve the attributes of a sales person object. The filter type can be any of the searchable fields.
• •Sales Person - Values Filter. Specify the location of the .csv file that contains the filter values to retrieve specific sales person fields.
• •Sales Person - Fields Filter. Specify the object fields that you want to retrieve. You can specify more than one value for the sales person object fields, separated by a comma. If you do not specify the fields, the Secure Agent retrieves the fields that you mapped in the task.

Retrieve Company Records

• •Company - Type Filter. Specify the filter type to retrieve the attributes of a company object. The filter type can be any of the searchable fields.
• •Company - Values Filter. Specify the location of the .csv file that contains the filter values to retrieve specific company fields.
• •Company - Fields Filter. Specify the object fields that you want to retrieve. You can specify more than one value for the company object fields, separated by a comma. If you do not specify the fields, the Secure Agent retrieves the fields that you mapped in the task.