FAQs/Integrations & tracking/Configure Marketo Integration for Agent Writeback
Integrations & tracking · RevSure FAQs

Configure Marketo Integration for Agent Writeback

1. Navigate to Tool Config in Agent Hub

Configure Marketo Integration for Agent Writeback (figure 1)

2. Click "Tool Config"

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3. Click "Add Tool"

Configure Marketo Integration for Agent Writeback (figure 3)

4. Click this image.

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5. Click the "Connection Name *" field.

Configure Marketo Integration for Agent Writeback (figure 5)

6. Type "Marketo writeback"

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7. Click the "Client Id *" field.

Configure Marketo Integration for Agent Writeback (figure 7)

8. Navigate to your Marketo Instance. We will be creating the following : Role, User, Web Service

9. Click "Admin"

Configure Marketo Integration for Agent Writeback (figure 8)

10. Click "Users & Roles"

Configure Marketo Integration for Agent Writeback (figure 9)

11. Click "Roles"

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12. Click "New Role"

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13. Click the "Role Name:" field.

Configure Marketo Integration for Agent Writeback (figure 12)

14. Type "Revsure Agent Integration"

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15. Click the "Description:" field.

Configure Marketo Integration for Agent Writeback (figure 14)

16. Type "Revsure Agent Intergration Role"

Configure Marketo Integration for Agent Writeback (figure 15)

17. Click this image.

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18. Click this checkbox.

Configure Marketo Integration for Agent Writeback (figure 17)

19. Click this checkbox.

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20. Click "Create"

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21. Click "Users"

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22. Click "Invite New User"

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23. Add Email, First Name, Last Name and Reason and click next

Configure Marketo Integration for Agent Writeback (figure 22)

24. In the Step 2

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25. Click the User created by you

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26. Click "Next"

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27. Click the "API Only:" field.

Configure Marketo Integration for Agent Writeback (figure 26)

28. Click "Next"

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29. Click "Send"

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30. Click "LaunchPoint"

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31. Click "New"

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32. Click "New Service"

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33. Type "Revsure Agent Integration"

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34. Click "Custom"

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35. Click the "Service:" field.

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36. Click the "Description:" field.

Configure Marketo Integration for Agent Writeback (figure 35)

37. Type "Revsure Agent Integration service"

Configure Marketo Integration for Agent Writeback (figure 36)

38. Click the "API Only User:" field.

Configure Marketo Integration for Agent Writeback (figure 37)

39. Click "api@revsure.ai"

Configure Marketo Integration for Agent Writeback (figure 38)

40. Click "Create"

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41. Click "View Details"

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42. Copy Client ID

Configure Marketo Integration for Agent Writeback (figure 41)

43. Paste copied Client ID

Configure Marketo Integration for Agent Writeback (figure 42)

44. Copy Client Secret

Configure Marketo Integration for Agent Writeback (figure 43)

45. Paste the copied Client Secret

Configure Marketo Integration for Agent Writeback (figure 44)

46. Navigate to Marketo and "Close"

Configure Marketo Integration for Agent Writeback (figure 45)

47. Click "Web Services"

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48. Copy Endpoint without /rest

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49. Click the "Base Url *" field.

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50. Paste the copied url

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51. Click "Authorize"

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52. Click "Marketo Custom Objects"

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53. Guide for creating new custom object

54. Click "New Custom Object"

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55. Add your custom object details and switch toggle if you want to show this in Person object

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56. Click "Save"

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57. Click "Fields"

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58. Click "New Field"

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59. Add your fields and save them

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60. Click "New Field"

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61. Add other fields and save them too

Configure Marketo Integration for Agent Writeback (figure 59)
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