Setting Up InsideView Enrich for Marketo

Fill data in the mandatory fields and click Submit to complete the sign up process.

• In the Sign Up page, enter the following details first:
  • Password
  • Account Name
  • Identity in the format: https://.mktorest.com/identity
• Once you enter the REST API identity URL, the following additional details are populated:
  • Client ID
  • Client Secret
  • Endpoint URL 

    Important: Read the section below in this article to learn how to retrieve the Client ID, Secret and REST API Endpoint URL. For more information, read Marketo's API documentation available here:http://developers.marketo.com/rest-api/.

• Enter the following User details:
  • First Name
  • Last Name
  • Job Title
  • Phone Number
  • Street Address
  • City
  • State/Province
  • Zip/Postal Code
  • Country
•  Click Submit.

To create the InsideView Match Status field:

• Click the Type drop-down and select String.
• Enter InsideView Match Status in the Name field. The value in the API Name field is automatically populated. IMPORTANT: Ensure the first letter of the API name is capitalized (i.e. InsideView Match Status)
• Click Create.

• Click Type and select Date.
• Enter InsideView Data Last Updated in the Name field. The value in the API Name field is automatically populated. IMPORTANT: Ensure the first letter of the API name is capitalized (i.e. InsideView Data Last Updated)
• Click Create.

Note: It is advised you do this for each field to ensure a correct 1:1 mapping. There are suggestions provided for you; however, your specific instance of the field name may differ.

(Optional) If you want to copy data to custom fields with null values, define a conditional field assignment workflow rule in Marketo. For more information read the article Setting Up Conditional Custom Field Assignment Rules in Marketo on our Knowledge Base.

Note: The Overwrite Existing check box will work only with the default mappings.

• In the Webhook Name box, enter a name for the InsideView Enrich webhook (preferably a name that you can easily recall later). Example: InsideView Marketing. 
• In the URL box (below the Insert Token button), paste the URL sent via an InsideView email:

EXAMPLE:

https://marketing.insideview.com/marketing/ admin/marketoNotification?leadId={{lead.Id:default=edit me}}& accountId=YOUR CRM ACCOUNT ID

You can retrieve the CRM Account ID from the Marketo Endpoint URL for your organization. For more information, read the article Setting Up A REST API User and Role for InsideView Enrich in our Knowledge Base.

To learn how to enrich existing leads, read the article Creating a Batch and Trigger Campaigns to Enrich Existing Leads in Marketo Integration in our Knowledge Base.

To exclude the generic email domain from being enriched, click Add Constraint.

On the Add Constraint pop-up, select Email Address item and choose not contains from the drop-down menu and enter *@gmail.com; *@hotmail.com and other generic email domain as shown below:

This filter will enrich only those leads whose email addresses has a proper company domain and will not enrich leads with generic email addresses as listed above.  

Note: Marketo allows you add multiple filters with different set of rules.

If you want to enrich leads only from a particular source, add a filter where the lead source is equal to the desired source (for example, select web) as shown below: 

The lead source is filter created as illustrated below:

Drag Call Webhook from the list on the right hand side of the screen.

Click the Webhooks drop-down and select the webhook you create for InsideView Enrich.

(Optional) If you want to copy data to custom fields with null values, define a conditional field assignment workflow rule in Marketo. For more information read the article Setting Up Conditional Custom Field Assignment Rules in Marketo on our Knowledge Base.