Marketo Sources

Lead

A lead is a contact who shows interest in the product. 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 information when you specify the filter type, list ID, or program ID in the advanced source properties of a task.

Activity

An activity is the interaction of a lead with an organization, campaign, or product. The activity object retrieves only the metadata for the type of lead activities but does not provide the lead activity information. For example, an activity results when a lead visits a page on a website, downloads a paper, or attends a conference. You can use Marketo to understand the interests of a lead and timely communicate with the lead. A lead can also have multiple activities for a specific program.

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

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

For example, a retrieved lead activity includes the following details:

"1","Visit Webpage","User visits a web page","Webpage ID","integer","Webpage URL","string"

Note: To retrieve lead activities, you must specify the lead source object and the corresponding activity type 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 Connector supports only static lists.

You can retrieve list details such as ID, name, description, programName, createdAt, and updatedAt. The list object provides data about the list but not the leads that are present in the list. You can specify filters, such as the list ID, the list name, and the program name to retrieve information for lists associated with a specific program. A marketer uses a program to organize all marketing efforts. If you do not specify a filter, the REST API returns all the lists.

For example, the following table shows a retrieved list:

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

Campaigns serve a specific goal within a program that contains all the marketing efforts organised from one 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 through 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 through a link within the email blast program.

For example, the following table shows the retrieved campaign details for the specified campaign IDs:

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
2093	-	2015-09-15T15:44:33Z	Sample	-	2015-10-13T09:22:17Z	Default
2094	-	2015-09-15T16:24:14Z	InviteCampaign	-	2015-09-15T16:25:46Z	Default

LeadActivity

A LeadActivity is a lead who shows interest in the product and the interaction of the lead with the product.

Use the LeadActivity source object in a task to fetch both the lead changes and lead activities from Marketo in one API call. Specify the since data time value in the advanced properties of a task to capture the lead changes. If you specify the since date time along with the activity type IDs, you can fetch the lead activity details.

Custom Objects

A custom object provides the relationship between the Marketo leads and the custom object records. 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 you specify. The custom objects in Marketo are available as source objects in a Data Synchronization task or Mapping Configuration 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 from Marketo.

For example, you want to track the flight reservations booked by a lead.

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

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

The following table shows data for a few fields 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

Extracting Lead Data by Filter Type

• •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
• •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.
• •Results Batch Size. Specify the number of records you want to retrieve in a single REST call. The maximum limit is 300.

Extracting Lead Data by List ID

• • List ID For Leads. Provide the list ID from 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.
• •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

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

Changed Data Capture for Lead and Lead Activities

Changed Data Capture Since Date Time

Lead Changes

You can retrieve change data values for the lead object. You must map only those fields that show lead changes.

To retrieve lead changes, configure the following advanced source properties in the Data Synchronization task or Mapping Configuration task:

• - Since Date Time. Specify the date and time from when you want to retrieve the lead changes.
• - Since Last Extract. Set the value to No.
• - List ID For Leads. Specify the list ID for leads if you want to retrieve changes for leads from a specific list.

For example, you want to retrieve a list of leads and corresponding emails from a specific list of leads in Marketo that has changed from February 01, 2015. Specify the changed data capture since date time to retrieve the lead changes.

Specify the changed data capture date range in the following format: 2015-02-01T13:22:17-08:00

Specify the list ID of leads as 100.

Lead Activities

You can retrieve the activities performed by leads. When you specify an activity type ID and a Since Date Time value, the Data Synchronization task or Mapping Configuration task capture the changes in lead activities from the specified time. Ensure that you do not map any lead fields because the REST call does not retrieve any lead fields.

To retrieve lead activities, configure the following advanced source properties in the Data Synchronization task or Mapping Configuration task:

• - Since Date Time. Specify the date and time from when you want to retrieve the lead changes.
• - Since Last Extract. Set the value to No.
• - Activity Type ID. Specify the type ID of the activities that you want to retrieve. For example, specify the activity type IDs 12,13 in the advanced source properties to retrieve created and updated lead data.
• - List ID For Leads. Specify the list ID for leads if you want to retrieve lead activities from a specific list.

Changed Data Capture for a Specified Period

Lead Changes

You can retrieve change data values for the lead object. You must map only those fields that show lead changes.

To retrieve lead changes, configure the following advanced source properties in a Data Synchronization task or Mapping Configuration task:

• - Start Date. Specify the start date from when you want to retrieve the lead changes.
• - End Date. Specify the end date until when you want to retrieve the lead changes.
• - Since Date Time. Leave the field blank.
• - Since Last Extract. Set the value to No.
• - List ID For Leads. Specify the list ID for leads if you want to retrieve changes for leads from a specific list.

For example, you want to retrieve a list of leads and corresponding emails from a specific list of leads in Marketo that has changed from November 30, 2014 to December 10, 2015. To retrieve the lead changes, specify the list ID of leads as 100. Specify the start date in the following format: 2014-11-30. Specify the end data in the following format: 2015-12-10.

Lead Activities

You can retrieve the activities performed by leads for a specified time period. When you specify an activity type ID, a start date, and end date in a Data Synchronization task or Mapping Configuration task, the Secure Agent captures the changes in lead activities from the specified period.

To retrieve lead activities, configure the following advanced source properties in a Data Synchronization task or Mapping Configuration task:

• - Start Date. Specify the start date from when you want to retrieve the lead activity changes.
• - End Date. Specify the end date until when you want to retrieve the lead activity changes.
• - Since Date Time. Leave the field blank.
• - Since Last Extract. Set the value to No.
• - Activity Type ID. Specify the type ID of the activities that you want to retrieve. For example, specify the activity type IDs 12,13 in the advanced source properties to retrieve created and updated lead data.
• - List ID For Leads. Specify the list ID for leads if you want to retrieve lead activities from a specific list.

Changed Data Capture Since the Last Extract

Lead Changes

You can retrieve change data values for the lead object. You must map only those fields that have been changed.

To retrieve lead changes, configure the following advanced source properties in the Data Synchronization task or Mapping Configuration task:

• - Since Last Extract. Set the value to Yes.
• - List ID For Leads. Specify the list ID for leads if you want to retrieve changes for leads from a specific list.

For example, you can track web page visits for leads from a list in Marketo from February 01, 2015.

Lead Activities

You can retrieve the activities performed by leads. When you specify an activity type ID and a since last extract value, the Data Synchronization task or Mapping Configuration task captures the changes in lead activities since the last extract period. Ensure that you do not map any lead fields because the REST call does not retrieve any lead fields.

To retrieve lead activities, configure the following advanced source properties in the Data Synchronization task or Mapping Configuration task:

• - Since Last Extract. Set the value to Yes.
• - Activity Type ID. Specify the type ID of the activities that you want to retrieve.
• - List ID For Leads. Specify the list ID for leads if you want to retrieve lead activities from a specific list.

Extract Campaign Data

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

Retrieving Lists

• • List ID for List Details. 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 Name. Specify the name of the list.
• • Program Name. Specify the name of the program to which the list is associated.

Retrieving Data from Custom Objects

• •Custom Object Filter Type. 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 Filter Values. Specify the location of the .csv file that contains the filter values to retrieve specific custom object fields.
• •Custom Object Fields. 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, the Secure Agent retrieves all the default fields from Marketo. The default fields retrieved include marketoGuid, dedupeFields, updatedAt, and createdAt.