Building a Marketo Integration
In this tutorial, we'll build a basic Marketo integration that syncs leads from your app to lists in your customers' Marketo accounts.
This guide demonstrates how to sync data from your app to your customer's Marketo accounts. For demonstration purposes, we’ll build a workflow that creates a new lead in our user's Marketo list using lead data from our app. You can use the concepts covered in this tutorial in other applications as well.
- 2.
It's important that you give your workflows a descriptive name to provide the best experience for your user.
Since we want to pass lead data from our application to our customer's Marketo account, we'll use the App Event trigger. Select the trigger step from the Workflow Editor, then click "App Event".
Select Choose an App Event > Create new App Event, then add the following parameters:
- Event Name - the name of your App Event. (e.g. Lead Created)
- Event Schema - example JSON Object that will be sent from your app. JSON objects are written in key/value pairs. Keys must be
strings, and values must be a valid JSON data type (string,number,object,array,booleanornull)
You can use the sample App Event Schema below to jumpstart your progress:
Lead Created
{
"first_name": "Bowie",
"last_name": "Foo",
"email": "[email protected]",
"company": "Paragon",
"title": "Chief Dog Officer"
}
Add a Marketo step to your workflow and use the dropdown menu to select
Create or Update Lead as the action. You can input the fields from your App Event by typing two left curly braces {{ to bring up the dynamic variable menu.
Step 1.4: Create a User Setting
Since we want our user to select which list in Marketo we should add new leads to, we will add a User Setting to our workflow.
To add Workflow User Setting to Marketo, follow these steps:
- 1.Click Customize Connect Portal in the Overview page to open the Connect Portal Editor.
- 2.Click the Configuration tab in the right sidebar.
- 3.Click on the workflow you'd like to add User Settings to.
- 4.Under User Settings in the right sidebar, click + Add Settings.
- 5.Enter a name for the field and choose the List field type from the dropdown menu.
- 6.Click the Save button to add it to your Connect Portal.
Navigate back to your workflow once you have added the User Setting. Add another Marketo step to your workflow and use the dropdown menu to select
Add Leads to Listas the action. You can input the fields from your App Event by typing two left curly braces {{ to bring up the dynamic variable menu.Now that your workflow is all set up, deploy your workflow by clicking the "Deploy" button in the top-right of your screen.
To generate a Signing Key, go to Settings > Signing Keys in your Paragon dashboard. You should store this key in an environment secrets file.
For security reasons, we don’t store your Private Key and cannot show it to you again, so we recommend you download the key and store it someplace secure.
You can install the Paragon SDK into your site with a small snippet of JavaScript:
JavaScript
public/index.html
<script
type="text/javascript"
src="https://cdn.useparagon.com/latest/sdk/index.js"
></script>
This should go anywhere within the
<body> element of your site, wherever you include external scripts.The Paragon SDK gives you access to the Paragon global, which you can access as
window.paragon or simply paragon.Next, you'll need a library in your target language to sign JWTs with RS256. You can find one in your language at https://jwt.io/.
If your application is a fully client-rendered single-page app, you may have to create and use an additional API endpoint to retrieve a signed JWT (or reuse an existing endpoint that handles authentication or user info).
The Paragon User Token is a signed JWT that minimally must include the
sub, iat, and exp claims:JavaScript
{
// Uniquely identifying key for a user
"sub": "the-user-id",
// Issue timestamp, should be the current time
"iat": 1608600116
// Expiry timestamp for token, such as 1 hour from time of signature (iat)
"exp": 1608603716
}
Use the Paragon JWT Generator to generate test JWTs for your development purposes. In production, static tokens should never be used.
You'll call
paragon.authenticate in your view with a JWT signed by your backend using the library chosen in Step 4.1. This JWT is the Paragon user token.
.authenticate should be called at the beginning of your application's lifecycle in all cases. This is to make sure that the userToken is always as fresh as possible, with respect to your user's existing session on your own site. You may reference Installing the Connect SDK for a detailed explanation on how to use .authenticate. paragon.authenticate(
// You can find your project ID in the Overview tab of any Integration
"38b1f170-0c43-4eae-9a04-ab85325d99f7",
// See Setup for how to encode your user token
"eyJhbGciOiJSUzI1NiIsInR5cCI6IkpXVCJ9.ey..."
);
Now that you've authenticated your user, you can call
paragon.connect() to bring up the Paragon Connect Portal. JavaScript
paragon.connect("marketo");
Note: Toggle your workflow from the Configuration tab to enable your workflow after connecting to your Marketo account.
Lastly, we'll send an App Event whenever a lead is created in your app. App Events can be sent from your application using the Paragon SDK or REST API. In both cases, you must pass two parameters:
- name - the event name defined in your App Event
- payload - the event payload that should match the event schema defined in your App Event
See the code examples below for how to send App Events using the Paragon SDK or API.
JavaScript SDK
REST API
var eventName = "Lead Created";
var eventPayload = {
"first_name": "Bowie",
"last_name": "Foo",
"email": "[email protected]",
"company": "Paragon",
"title": "Chief Dog Officer"
};
// Trigger the "Lead Created" App Event
paragon.event(eventName, eventPayload)
// Trigger the "Lead Created" App Event
POST https://api.useparagon.com/projects/<Paragon Project ID>/sdk/events/trigger
Authorization: Bearer <Paragon User Token>
Content-Type: application/json
{
"name": "Lead Created",
"payload": {
"first_name": "Bowie",
"last_name": "Foo",
"email": "[email protected]",
"company": "Paragon",
"title": "Chief Dog Officer"
}
}
When sending live events from your application, Paragon will not validate that your event payload matches the defined event schema.
Great work! We just built a Marketo integration that adds new leads from your app to lists in our customers' Marketo accounts.