Marketo

Overview

Events

• New Activity

  Start FLO when there is a new activity

• New Lead

  Start FLO when there is a new lead

• New Program

  Start FLO when there is a new program.

• Program Updated

  Start FLO when there is an update to a program.

• Updated Field on Lead

  Start FLO when there is an update to a specific field on a lead

• Updated Lead

  Start FLO when there is an update to a lead

Actions

• Add Leads to List

  Add leads to a Marketo list by ID. This action can be used to trigger a campaign to send to that lead, or even to trigger another Flow when a lead is added to a particular list.

  Input Fields

  • List ID (number): The Identification code associated with the list you want to add the leads to. The list ID will be a 4, 5 or 6 digit number which can be found within the URL after the #SL.  (Note: To find a list ID, open the target list in Marketo.)
  • Lead IDs (list): Identification code of  leads you wish to add to the list. (Note: You can find the lead’s ID by using the Search Lead action in Marketo.)

  Output Fields

  • There are no output fields.

• BuildCostObject

  Build Cost Object

  Builds a single cost request object for use with the ‘Create Program’ and ‘Update Program’ Actions within Designer.

  Input Fields

  • Inputs
    • Cost (number): The cost value associated with new Cost Object.
    • Note (text): A note.brief description to be attached to your new cost object.
    • Start Date* (text): MM/DD/YYYY

  Output Fields

  • Object
    • Cost Request (object): One sentence description of field.

• Build Tag Object

  Build a new Tag object for use within Designer. Tag objects are used with the Create Program and Update Program Actions.

  Input Fields

  • Tag
    • Type (text): The kind of information your tag will sort within Marketo.
    • Value (text): The value you wish to give your tag within Marketo.

  Output Fields

  The output for this card is passed to the Create Program and Update Program Actions. Multiple Tags can be used to construct a list before being passed to either Action.

  • Object
    • Tag (object): The new tag object you created for use within Designer.

• Copy Program

  Creates a copy of an existing program.

  Input Fields

  • Update By
    • Existing Program ID* (text): Identification code of already existing program.
    • New Program Name* (text): Name of  new program.
    • Copy To Folder ID (number): Identification number of folder to copy program into.

  Output Fields

  • Program ID (text): The unique identification of the copied program inside Marketo.

• Create Company

  Create a new company

  Search Options

  • Mode
    • Create Only: Only create company.
    • Create or Update: Create or update already existing company.
    • Create Duplicate: Create a duplicate of an already existing company.

  Input Fields

  • External Company ID (text): Value used to search company (Eg. Company name, Email, etc…).

  Output Fields

  • Company
    • Company ID (number): Identification number associated with company.

• Create Custom Object

  Creates new cost object.

  Search By Options

  • Custom Object Types (text)
    • Custom Object Sample: Sample of custom object.
    • Test Custom Object: Testing custom object.
  • Mode (dropdown)
    • Create Only: Only creates cost object.
    • Create or Update: Creates or updates already existing cost object.
  • Lookup Field (text)
    • Dedupe Field

  Input Fields

  • Fields
    • Boolean Field (yes or no):  Allows you to select a True (checked) or False (unchecked) value.
    • Currency Field (number):A float type field which represents the default currency type selected for the Marketo Subscription.
    • Dedupe Field (text): Removing duplicate entries.
    • Email Field (text): A string type field which accepts email addresses,
    • Float Field (number): A number field which contains of Real Numbers and can use a decimal place.
    • Lead ID (number): Identification number associated with Lead.
    • Number Field (number): Numbers associated with object.
    • Phone Field (text): Phone Number (E.g. 000-000-0000)
    • String Field (text): Shorter text (up to 255 characters).
    • Text Field (text):Longer text. Supports up to 30,000 bytes. Standard ASCII characters use 1 byte per character (allowing up to 30,000 characters).Unicode characters may use up to 4 bytes per character (reducing the  number of characters allowed to less than 30,000 characters).

  Output Fields

  • Object
    • Custom Object ID (number): Identification number associated with custom object.

• Create Folder

  Creates new folder.

  Input Fields

  • Fields
    • Name (text): Name/Title of new folder.
    • Description (text): Description of new folder.
    • Parent Folder ID (number): Identification code/name of Parent Folder to attach new folder to.

  Output Fields

  • Folder
    • Folder ID (number): Name/Title of new folder.
    • URL (text): Website URL of folder.
    • Path (text): Pathway to Website URL.

• Create Lead

  Create New lead within Marketo2_29.

  Input Fields

  • Company Name (text): Name/ Title of Company affiliated with lead.
  • Site (text): Site of company location of newly created lead.
  • Billing Address (text): Billing address of lead (Eg. Building Number, Street/Avenue).
  • Billing City (text): City of billing address (Eg. Seattle)
  • Billing State (text): State of billing address (Eg. Washington)
  • Billing Country (text): Country of billing address (Eg. United States)
  • Billing Postal Code (text): Postal code of  billing address.
  • Website (text): Website URL of  company lead is associated with.
  • Main Phone (number): Main phone number of lead’s company.
  • Annual Revenue (number): Yearly revenue created by lead.
  • Num Employees (number): Number of people who are under employment by current company.
  • Industry (text): Industry of company lead works for (Eg. Steel, Tourist, Automobile, etc..)
  • Company Notes (text): Notes/Additional information about Company lead is associated with.
  • Id (number): Identification number of lead.
  • Salutation (text): Lead’s preferred salutation, (i.e. Mister, Misses…etc.)
  • First Name (text): First name of lead.
  • Middle Name (text): Middle name of lead.
  • Last Name (text): Last name of new lead.
  • Email Address (yes or no) : If marked yes, lead’s email will be added to card.
  • Phone Number (number): Phone number of created lead
  • Mobile Phone Number (number): Mobile (Cell) phone number of lead.
  • Fax Number (number): Number associated with lead’s fax machine.
  • Job Title (text): Lead’s job title at associated company.
  • Date of Birth (calendar): Date of lead’s birth (MM/DD/YYYY)
  • Address (text): Address of lead  (Eg. Building Number, Street/Avenue).
  • City (text): City of lead’s address (Eg. Seattle)
  • State (text): State of lead’s address (Eg. Washington)
  • Country (text): Country of lead’s address (Eg. United States)
  • Postal Code (text): Postal code of address.
  • Unsubscribed (yes or no): If marked yes, lead is unsubscribed to notifications, do not send email notifications.
  • Do Not Call (yes or no): If marked yes, do not call phone number.
  • Person Notes (text): Notes/Additional information associated with lead.
  • Department (text):Lead’s department in their company
  • Lead Source (text): Field recording what source the lead originated from
  • Lead Status (number): Field recording the current marketing/sales status of the lead.
  • Lead Score (number): Integer score awarded to the lead by scoring campaigns and programs.
  • Priority (number): Lead’s Sales Insight priority. System managed.
  • Relative Score (number): Lead’s Sales Insight relative score. System managed.
  • Relative Urgency (number): Level of urgency of lead’s sales insight.
  • Lead Rating (number): Marketing/sales rating of the lead.
  • Acquisition Program (text): Program acquisition is associated with.
  • Acquisition Date (calendar): Date of acquisition.
  • Last Viewed Date (number): Most recent date lead’s profile was viewed.
  • Last Referenced Date (number): Most recent date lead was referenced.

  Output Fields

  • Lead IDs (list): Identification code of  leads you wish to add to the list. (Note: You can find the lead’s ID by using the Search Lead action in Marketo.)
  • Status (text): Returns status of created lead.

• Create Program

  Creates a new program of a specified type within Marketo

  Input Fields

  • Program
    • Name (text): The name of your new program.
    • Description (text): The description for your new program with a maximum of 2000 characters.
    • Start Date (text): mm/dd/yyyy The start date of your program.
    • End Date (text): mm/dd/yyyy The end date of your program.
    • Parent Folder ID (number): Identification number associated with the Parent folder you want to attach your new program to.
    • Parent Folder Type (text): The ID lookup of the particular parent folder, whether its type is a folder or program.
    • Cost Requests (list): This field is used with the Build Request Object action.
    • Tags (list): This field is used with the Build Tag Object action.

  Output Fields

  • Output
    • Program ID (type): The ID for your new program within Marketo.

• Custom API Call

  Make an authenticated call to the Marketo API

• Delete Custom Object

  Deletes already existing cost object.

  Search By Options

  • Custom Object Types (text)
    • Custom Object Sample: Sample of custom object.
    • Test Custom Object: Testing custom object.

  Input Fields

  • Fields
    • Custom Object ID (number): Identification number associated with custom object.

  Output Fields

  • Object
    • There are no output fields.

• Download File

  Downloads already existing file.

  Input Fields

  • File ID(text): Name/Title of the uploaded file. Find File ID.

  Output Fields

  • File Content (upload): Content of file upload (E.g. pdf)
  • File Name (text): Name/Title of the uploaded file.
  • Type (text): Type of file uploaded.
  • URL (text): Website URL of folder.

• Read All Campaigns

  Reads all campaign from your Marketo account.

  Input Fields

  • Press “Test” Button.

  Output Fields

  • Campaign (list): Results include a drop down menu of all campaigns.
    • Name (text): Name/Title of the program.
    • Description (text): The description of the program, if any. A maximum of 2000 characters.
    • Active? (yes or no): If true, this campaign is active.
    • Type (text): The kind of information your tag will sort within Marketo.
    • Program Name (text): The name of the program the campaign is in.
    • Program ID (number): The ID of the program the campaign is in.
    • Workspace Name (text): The name of the workspace where the program is located.
    • Created At (calendar): The date where the campaign was created.
    • Updated At (calendar): The most recent date where the campaign was updated.

• Read All Programs

  Reads all programs from your Marketo account.

  Input Fields

  • Click “Test” Button.

  Output Fields

  (The outputs for this Action are returned in the form of a List of objects.)

  • All Programs
    • Channel (text): The channel that the program is in within Marketo.
    • Name (text): Name/Title of the program.
    • Description (text): The description of the program, if any. A maximum of 2000 characters.
    • SFDC ID (text): The ID for your program within Salesforce.
    • SFDC Name (text): The name for your program within Salesforce.
    • Status (text): The status of your program within Marketo.
    • Type (text): The type of program as specified within your Marketo account.
    • URL (text): The target URL for current program. (automatically generated by your Marketo account)
    • Workspace Name (text): The name of the workspace where the program is located within Marketo.
    • Created At (text): The location where the program was created.
    • Updated At (text): The location where the program was updated from.
    • Folder Name (text): The name of the folder the program is in.
    • Folder ID (number): The ID of the folder the program is in.
    • Folder Type (text): The type of folder the program is in within Marketo.
    • Program ID (text): The ID for the program the search returned.

• Read Campaign

  Reads searched campaign from your Marketo account.

  Input Fields

  • Campaign ID* (text): The ID for the campaign the search returns.

  Output Fields

  • Campaign
    • Name (text): Name/Title of the program.
    • Description (text): The description of the program, if any. A maximum of 2000 characters.
    • Active? (yes or no): If true, this campaign is active.
    • Type (text): The kind of information your tag will sort within Marketo.
    • Program Name (text): The name of the program the campaign is in.
    • Program ID (number): The ID of the program the campaign is in.
    • Workspace Name (text): The name of the workspace where the program is located.
    • Created At (calendar): The date where the campaign was created.
    • Updated At (calendar): The most recent date where the campaign was updated.

• Read Company

  Read already existing company

  Search Options

  • Mode
    • Create Only: Only create company.
    • Create or Update: Create or update already existing company.
    • Create Duplicate: Create a duplicate of an already existing company.

  Input Fields

  • Read By
    • Company ID (number): Identification number associated with company.

  Output Fields

  • There are no output fields

• Read Custom Object

  Reads cost object.

  Search By Options

  • Custom Object Types (text)
    • Custom Object Sample: Sample of custom object.
    • Test Custom Object: Testing custom object.
  • Mode (dropdown)
    • Create Only: Only creates cost object.
    • Create or Update: Creates or updates already existing cost object.
  • Lookup Field (text)
    • Dedupe Field

  Input Fields

  • Read By
    • Custom Object ID (number): Identification number associated with custom object.

  Output Fields

  • Custom Object
    • Created At (calendar): Date object was created at.
    • Marketo GUID (text)
    • Updated At (calendar): Date object was last updated at.
    • Boolean Field (yes or no):  Allows you to select a True (checked) or False (unchecked) value.
    • Currency Field (number):A float type field which represents the default currency type selected for the Marketo Subscription.
    • Dedupe Field (text): Removing duplicate entries.
    • Email Field (text): A string type field which accepts email addresses,
    • Float Field (number): A number field which contains of Real Numbers and can use a decimal place.
    • Lead ID (number): Identification number associated with Lead.
    • Number Field (number): Numbers associated with object.
    • Phone Field (text): Phone Number (E.g. 000-000-0000)
    • String Field (text): Shorter text (up to 255 characters).
    • Text Field (text):Longer text. Supports up to 30,000 bytes. Standard ASCII characters use 1 byte per character (allowing up to 30,000 characters).Unicode characters may use up to 4 bytes per character (reducing the  number of characters allowed to less than 30,000 characters).

• Read Lead

  Reads already existing lead within Marketo2_29.

  Input Fields

  • Lead ID (number): Identification number of lead.

  Output Fields

  Output fields which are marked on checkboxes before test button is pushed on input fields will be listed under “Read Lead” Card.

  • Company Name (text): Name/ Title of Company affiliated with lead.
  • Site (text): Site of company location of newly created lead.
  • Billing Address (text): Billing address of lead (Eg. Building Number, Street/Avenue).
  • Billing City (text): City of billing address (Eg. Seattle)
  • Billing State (text): State of billing address (Eg. Washington)
  • Billing Country (text): Country of billing address (Eg. United States)
  • Billing Postal Code (text): Postal code of  billing address.
  • Website (text): Website URL of  company lead is associated with.
  • Main Phone (number): Main phone number of lead’s company.
  • Annual Revenue (number): Yearly revenue created by lead.
  • Num Employees (number): Number of people who are under employment by current company.
  • Industry (text): Industry of company lead works for (Eg. Steel, Tourist, Automobile, etc..)
  • Company Notes (text): Notes/Additional information about Company lead is associated with.
  • Id (number): Identification number of lead.
  • Salutation (text): Lead’s preferred salutation, (i.e. Mister, Misses…etc.)
  • First Name (text): First name of lead.
  • Middle Name (text): Middle name of lead.
  • Last Name (text): Last name of new lead.
  • Email Address (yes or no) : If marked yes, lead’s email will be added to card.
  • Phone Number (number): Phone number of created lead
  • Mobile Phone Number (number): Mobile (Cell) phone number of lead.
  • Fax Number (number): Number associated with lead’s fax machine.
  • Job Title (text): Lead’s job title at associated company.
  • Date of Birth (calendar): Date of lead’s birth (MM/DD/YYYY)
  • Address (text): Address of lead  (Eg. Building Number, Street/Avenue).
  • City (text): City of lead’s address (Eg. Seattle)
  • State (text): State of lead’s address (Eg. Washington)
  • Country (text): Country of lead’s address (Eg. United States)
  • Postal Code (text): Postal code of address.
  • Unsubscribed (yes or no): If marked yes, lead is unsubscribed to notifications, do not send email notifications.
  • Do Not Call (yes or no): If marked yes, do not call phone number.
  • Person Notes (text): Notes/Additional information associated with lead.
  • Department (text):Lead’s department in their company
  • Lead Source (text): Field recording what source the lead originated from
  • Lead Status (number): Field recording the current marketing/sales status of the lead.
  • Lead Score (number): Integer score awarded to the lead by scoring campaigns and programs.
  • Priority (number): Lead’s Sales Insight priority. System managed.
  • Relative Score (number): Lead’s Sales Insight relative score. System managed.
  • Relative Urgency (number): Level of urgency of lead’s sales insight.
  • Lead Rating (number): Marketing/sales rating of the lead.
  • Acquisition Program (text): Program acquisition is associated with.
  • Acquisition Date (calendar): Date of acquisition.
  • Last Viewed Date (number): Most recent date lead’s profile was viewed.
  • Last Referenced Date (number): Most recent date lead was referenced.

• Read List

  Read already existing list.

  Input Fields

  • List ID (list): Identification number associated with list. Find List ID .

  Output Fields

  • Name (text): Name/Title of the program.
  • Description (text): The description of the program, if any. A maximum of 2000 characters.
  • Program Name (text): The name of the program the list is in.
  • Workspace Name (text): The name of the workspace where the list is shared with.
  • Created At (calendar): The date where the campaign was created.
  • Updated At (calendar): The most recent date where the campaign was updated

• Read List Leads

  Reads already existing lead within Marketo2_29.

  Input Fields

  • List ID (number): Identification number of list. Find List ID.

  Output Fields (list)

  Output fields which are marked on checkboxes before test button is pushed on input fields will be listed under “Read Lead” Card.

  • Company Name (text): Name/ Title of Company affiliated with lead.
  • Site (text): Site of company location of newly created lead.
  • Billing Address (text): Billing address of lead (Eg. Building Number, Street/Avenue).
  • Billing City (text): City of billing address (Eg. Seattle)
  • Billing State (text): State of billing address (Eg. Washington)
  • Billing Country (text): Country of billing address (Eg. United States)
  • Billing Postal Code (text): Postal code of  billing address.
  • Website (text): Website URL of  company lead is associated with.
  • Main Phone (number): Main phone number of lead’s company.
  • Annual Revenue (number): Yearly revenue created by lead.
  • Num Employees (number): Number of people who are under employment by current company.
  • Industry (text): Industry of company lead works for (Eg. Steel, Tourist, Automobile, etc..)
  • Company Notes (text): Notes/Additional information about Company lead is associated with.
  • Id (number): Identification number of lead.
  • Salutation (text): Lead’s preferred salutation, (i.e. Mister, Misses…etc.)
  • First Name (text): First name of lead.
  • Middle Name (text): Middle name of lead.
  • Last Name (text): Last name of new lead.
  • Email Address (yes or no) : If marked yes, lead’s email will be added to card.
  • Phone Number (number): Phone number of created lead
  • Mobile Phone Number (number): Mobile (Cell) phone number of lead.
  • Fax Number (number): Number associated with lead’s fax machine.
  • Job Title (text): Lead’s job title at associated company.
  • Date of Birth (calendar): Date of lead’s birth (MM/DD/YYYY)
  • Address (text): Address of lead  (Eg. Building Number, Street/Avenue).
  • City (text): City of lead’s address (Eg. Seattle)
  • State (text): State of lead’s address (Eg. Washington)
  • Country (text): Country of lead’s address (Eg. United States)
  • Postal Code (text): Postal code of address.
  • Unsubscribed (yes or no): If marked yes, lead is unsubscribed to notifications, do not send email notifications.
  • Do Not Call (yes or no): If marked yes, do not call phone number.
  • Person Notes (text): Notes/Additional information associated with lead.
  • Department (text):Lead’s department in their company
  • Lead Source (text): Field recording what source the lead originated from
  • Lead Status (number): Field recording the current marketing/sales status of the lead.
  • Lead Score (number): Integer score awarded to the lead by scoring campaigns and programs.
  • Priority (number): Lead’s Sales Insight priority. System managed.
  • Relative Score (number): Lead’s Sales Insight relative score. System managed.
  • Relative Urgency (number): Level of urgency of lead’s sales insight.
  • Lead Rating (number): Marketing/sales rating of the lead.
  • Acquisition Program (text): Program acquisition is associated with.
  • Acquisition Date (calendar): Date of acquisition.
  • Last Viewed Date (number): Most recent date lead’s profile was viewed.
  • Last Referenced Date (number): Most recent date lead was referenced.

• Read Program

  Reads searched program from your Marketo account.

  Input Fields

  • Program ID* (text): The ID for the program the search returned.

  Output Fields

  • Program
    • Channel (text): The channel that the program is in within Marketo.
    • Name (text): Name/Title of the program.
    • Description (text): The description of the program, if any. A maximum of 2000 characters.
    • SFDC ID (text): The ID for your program within Salesforce.
    • SFDC Name (text): The name for your program within Salesforce.
    • Status (text): The status of your program within Marketo.
    • Tag (object): The new tag object you created for use within Designer.
    • URL (text): The target URL for current program. (automatically generated by your Marketo account)
    • Workspace Name (text): The name of the workspace where the program is located.
    • Type (text): The kind of information your tag will sort within Marketo.
    • Created At (text): The location where the program was created.
    • Updated At (text): The location where the program was updated from.
    • Folder Name (text): The name of the folder the program is in.
    • Folder ID (number): The ID of the folder the program is in.
    • Folder Type (text): The type of folder the program is in within Marketo.
    • Type (text): The type of program as specified within your Marketo account.

• Read Program Leads

  Read Program

  Reads searched program leads from your account.

  Input Fields

  • Program ID* (text): The ID for the program the search returned.

  Output Fields

  • Program
    • Leads (list): A dropdown menu containing all leads associated with program.

• Remove Leads from List

  Remove one or more leads from a list using the lead ID(s)

• Schedule Campaign

  Schedules campaign from your Marketo account.

  Input Fields

  • Campaign ID (text): The ID for the campaign the search returns. Find Campaign ID.
  • Schedule for Date* (calendar): Date to schedule Campaign.

  Output Fields

  • There are no output fields.

• Search Campaigns

  Read Campaign

  Reads searched campaign from your Marketo account.

  Input Fields

  • Names (list): Name/Title of the campaign.
  • Campaign ID* (list): The ID for the campaign the search returns.
  • Workspace Name (list): The name of the workspace where the program is located.

  Output Fields

  • Campaign(s)
    • Name (text): Name/Title of the program.
    • Description (text): The description of the program, if any. A maximum of 2000 characters.
    • Active? (yes or no): If true, this campaign is active.
    • Type (text): The kind of information your tag will sort within Marketo.
    • Program Name (text): The name of the program the campaign is in.
    • Program ID (number): The ID of the program the campaign is in.
    • Workspace Name (text): The name of the workspace where the program is located.
    • Created At (calendar): The date where the campaign was created.
    • Updated At (calendar): The most recent date where the campaign was updated.

• Search Companies

  Search for one or more companies

• Search Custom Objects

  Search for already existing custom object.

  Search By Options

  • Custom Object Types
    • Custom Object Sample: Sample of custom object.
    • Test Custom Object: Testing custom object.
  • Search Field
    • Marketo GUID
    • Dedupe Field
    • Lead ID (text): Identification number of lead associated with custom object.
  • Result Set
    • First Matching Object: Output will only show first object which fits searched criteria.
    • All Matching Objects: Output will show every object which matches searched criteria.

  Input Fields

  • Values (text): Value selected from search by options (Eg. Lead ID, Marketo GUID, Dedupe Field).

  Output Fields

  • Boolean Field (yes or no): Allows you to select a True (checked) or False (unchecked) value.
  • Currency Field (number): A float type field which represents the default currency type selected for the Marketo Subscription.
  • Dedupe Field (text): Removing duplicate entries.
  • Email Field (text): A string type field which accepts email addresses,
  • Float Field (number): A number field which contains of Real Numbers and can use a decimal place.
  • Lead ID (number): Identification number associated with Lead.
  • Number Field (number): Numbers associated with object.
  • Phone Field (text): Phone Number (E.g. 000-000-0000)
  • String Field (text): Shorter text (up to 255 characters).
  • Text Field (text):Longer text. Supports up to 30,000 bytes. Standard ASCII characters use 1 byte per character (allowing up to 30,000 characters).Unicode characters may use up to 4 bytes per character (reducing the  number of characters allowed to less than 30,000 characters).

• Search Files

  Searches for already existing file.

  Input Fields

  • Name*(text): Name/Title of the uploaded file

  Output Fields

  • File ID (number): The ID of the newly uploaded file.
  • File Content (upload): Content of file upload (E.g. pdf)
  • File Name (text): Name/Title of the uploaded file.
  • Folder ID (number): The ID for the folder to put file in.
  • Type (text): Type of file uploaded.
  • URL (text): Website URL of folder.

• Search Folders

  Searches for designated folder.

  Input Fields

  • Folder Name (text): The name of the folder to search for.

  Output Fields

  • Result
    • Folder ID (number): The ID for the folder the search returned.
    • Name (text): The name of the folder.
    • Description (text): A brief description of folder and its contents.
    • URL (text): The Website URL Link to the folder.
    • Path (text): The URL path (Eg. ‘/products/productB’)
    • Is Archived? (true/false): If true, folder is archived.
    • Is System? (true/false): If true, folder is in a system folder.
    • Workspace (text): Workspace with folder (Eg. The extended edition of the description of the folder.)

• SearchLeads

  Search Lead

  Reads already existing lead within Marketo2_29.

  Search Options

  • Search Field: Allows you to choose which value you want to use when searching for lead (Eg. Email, Facebook ID, Twitter ID).
  • Result Set: Allows you to filter your results from either showing the first result to all results which match the input field.

  Input Fields

  • Value (list): Value used to search lead (Eg. Email, Facebook ID, Twitter ID).

  Output Fields

  Output fields which are marked on checkboxes before test button is pushed on input fields will be listed under “Read Lead” Card.

  • Company Name (text): Name/ Title of Company affiliated with lead.
  • Site (text): Site of company location of newly created lead.
  • Billing Address (text): Billing address of lead (Eg. Building Number, Street/Avenue).
  • Billing City (text): City of billing address (Eg. Seattle)
  • Billing State (text): State of billing address (Eg. Washington)
  • Billing Country (text): Country of billing address (Eg. United States)
  • Billing Postal Code (text): Postal code of  billing address.
  • Website (text): Website URL of  company lead is associated with.
  • Main Phone (number): Main phone number of lead’s company.
  • Annual Revenue (number): Yearly revenue created by lead.
  • Num Employees (number): Number of people who are under employment by current company.
  • Industry (text): Industry of company lead works for (Eg. Steel, Tourist, Automobile, etc..)
  • Company Notes (text): Notes/Additional information about Company lead is associated with.
  • Id (number): Identification number of lead.
  • Salutation (text): Lead’s preferred salutation, (i.e. Mister, Misses…etc.)
  • First Name (text): First name of lead.
  • Middle Name (text): Middle name of lead.
  • Last Name (text): Last name of new lead.
  • Email Address (yes or no) : If marked yes, lead’s email will be added to card.
  • Phone Number (number): Phone number of created lead
  • Mobile Phone Number (number): Mobile (Cell) phone number of lead.
  • Fax Number (number): Number associated with lead’s fax machine.
  • Job Title (text): Lead’s job title at associated company.
  • Date of Birth (calendar): Date of lead’s birth (MM/DD/YYYY)
  • Address (text): Address of lead  (Eg. Building Number, Street/Avenue).
  • City (text): City of lead’s address (Eg. Seattle)
  • State (text): State of lead’s address (Eg. Washington)
  • Country (text): Country of lead’s address (Eg. United States)
  • Postal Code (text): Postal code of address.
  • Unsubscribed (yes or no): If marked yes, lead is unsubscribed to notifications, do not send email notifications.
  • Do Not Call (yes or no): If marked yes, do not call phone number.
  • Person Notes (text): Notes/Additional information associated with lead.
  • Department (text):Lead’s department in their company
  • Lead Source (text): Field recording what source the lead originated from
  • Lead Status (number): Field recording the current marketing/sales status of the lead.
  • Lead Score (number): Integer score awarded to the lead by scoring campaigns and programs.
  • Priority (number): Lead’s Sales Insight priority. System managed.
  • Relative Score (number): Lead’s Sales Insight relative score. System managed.
  • Relative Urgency (number): Level of urgency of lead’s sales insight.
  • Lead Rating (number): Marketing/sales rating of the lead.
  • Acquisition Program (text): Program acquisition is associated with.
  • Acquisition Date (calendar): Date of acquisition.
  • Last Viewed Date (number): Most recent date lead’s profile was viewed.
  • Last Referenced Date (number): Most recent date lead was referenced.

• Search Lists

  Search for lists in Marketo2_29.

  Input Fields

  • List Name (list): Name of lists searched.
  • Program Names (list): Name of programs associated with list.
  • Workspace Names (list): Names of specific workspace groups (Often used for international purposes).

  Output Fields

  • Lead IDs (text): Identification code of  leads you wish to add to the list. (Note: You can find the lead’s ID by using the Search Lead action in Marketo.)
  • Name (text): Name of list searched.
  • Description (text): Description/Additional notes of list.

• Search Programs

  Searches for one or many programs by name or tags.

  Input Fields

  Input fields for this action are determined by the Return field in Options. If Return is set to “One program” the input field will be “Name” under the “Program” heading. If Return is set to “All matching programs” the input fields will be “Tag Type” and “Tag Value” under the “Program” heading.

  Options

  • Return (dropdown list): Identifies what kind of results your search will return.

    • One program: Returns results for one program that matches the name you specified
    • All matching programs: Returns results for all programs with matching fields based on the tags and tag types you specified.

  • Program (If Return == “One Program”)

    • Name (text): Search by program name.

  • Program (If Return == “All Matching Programs”)

    • Tag Type (text): The tag type within Marketo.
    • Tag Value (text): The value of the tag within Marketo.

  Output Fields

  The output fields for this action are determined by the Return field in Options.

  • Result (If “Return” == “One Program”)

    • Program ID (number): Identification number associated with Program.
    • Channel (text): The channel that the program is in within Marketo.
    • Description (text): The description of the program, if any. A maximum of 2000 characters.
    • Start Date (text): The date that the program began in Marketo.
    • End Date (text): The date that the program is scheduled to end in Marketo.
    • Asset Name (text): The type of asset your program is, as specified within your Marketo account.
    • SFDC ID (text): The id for your program within Salesforce.
    • SFDC Name (text): The name for your program within Salesforce.
    • Status (text): The status of your program within Marketo.
    • Type (text): The type of program as specified within your Marketo account
    • URL (text): The target url for this program as dynamically generated by your Marketo account.
    • Created At (text): The location where the program was created.
    • Updated At (text): The location where the program was updated from.
    • Folder Name (text): The name of the folder that the program is in.
    • Folder ID (number): The ID of the folder that the program is in.
    • Folder Type (text): The type of folder that the program is in within Marketo.

  • Result (If “Return” == “All Matching Programs”) The outputs for this Return setting are in the form of a list of objects within Designer. These objects can be passed to other Actions directly or to a number of List Functions.

    • Programs (list): A list of programs that match your tag criteria.

• Search Programs by Date Range

  Search for one or more programs within a date range.

• Update Company

  Update an already existing company

  Input Fields

  • Update By
    • Company ID (number): Identification number associated with company.

  Output Fields

  • There are no output fields.

• Update Custom Object

  Updates already existing custom object.

  Search By Options

  • Custom Object Types (text)
    • Custom Object Sample: Sample of custom object.
    • Test Custom Object: Testing custom object.

  Input Fields

  • Update By
    • Custom Object ID* (text): Identification code/name of custom object.
  • Possible Fields (If Custom Object Sample is selected)
    • Boolean Field (yes or no):  Allows you to select a True (checked) or False (unchecked) value.
    • Currency Field (number):A float type field which represents the default currency type selected for the Marketo Subscription.
    • Dedupe Field (text): Removing duplicate entries.
    • Email Field (text): A string type field which accepts email addresses,
    • Float Field (number): A number field which contains of Real Numbers and can use a decimal place.
    • Lead ID (number): Identification number associated with Lead.
    • Number Field (number): Numbers associated with object.
    • Phone Field (text): Phone Number (E.g. 000-000-0000)
    • String Field (text): Shorter text (up to 255 characters).
    • Text Field (text):Longer text. Supports up to 30,000 bytes. Standard ASCII characters use 1 byte per character (allowing up to 30,000 characters).Unicode characters may use up to 4 bytes per character (reducing the  number of characters allowed to less than 30,000 characters).
  • Possible Fields (If Test Custom Object is selected)
    • String Dedupe Field (text): Removing duplicate entries.

  Output Fields

  • * There are no output fields.

• Update Lead

  Updates already existing lead within Marketo2_29.

  Input Fields

  • Company Name (text): Name/ Title of Company affiliated with lead.
  • Site (text): Site of company location of newly created lead.
  • Billing Address (text): Billing address of lead (Eg. Building Number, Street/Avenue).
  • Billing City (text): City of billing address (Eg. Seattle)
  • Billing State (text): State of billing address (Eg. Washington)
  • Billing Country (text): Country of billing address (Eg. United States)
  • Billing Postal Code (text): Postal code of  billing address.
  • Website (text): Website URL of  company lead is associated with.
  • Main Phone (number): Main phone number of lead’s company.
  • Annual Revenue (number): Yearly revenue created by lead.
  • Num Employees (number): Number of people who are under employment by current company.
  • Industry (text): Industry of company lead works for (Eg. Steel, Tourist, Automobile, etc..)
  • Company Notes (text): Notes/Additional information about Company lead is associated with.
  • Id (number): Identification number of lead.
  • Salutation (text): Lead’s preferred salutation, (i.e. Mister, Misses…etc.)
  • First Name (text): First name of lead.
  • Middle Name (text): Middle name of lead.
  • Last Name (text): Last name of new lead.
  • Email Address (yes or no) : If marked yes, lead’s email will be added to card.
  • Phone Number (number): Phone number of created lead
  • Mobile Phone Number (number): Mobile (Cell) phone number of lead.
  • Fax Number (number): Number associated with lead’s fax machine.
  • Job Title (text): Lead’s job title at associated company.
  • Date of Birth (calendar): Date of lead’s birth (MM/DD/YYYY)
  • Address (text): Address of lead  (Eg. Building Number, Street/Avenue).
  • City (text): City of lead’s address (Eg. Seattle)
  • State (text): State of lead’s address (Eg. Washington)
  • Country (text): Country of lead’s address (Eg. United States)
  • Postal Code (text): Postal code of address.
  • Unsubscribed (yes or no): If marked yes, lead is unsubscribed to notifications, do not send email notifications.
  • Do Not Call (yes or no): If marked yes, do not call phone number.
  • Person Notes (text): Notes/Additional information associated with lead.
  • Department (text):Lead’s department in their company
  • Lead Source (text): Field recording what source the lead originated from
  • Lead Status (number): Field recording the current marketing/sales status of the lead.
  • Lead Score (number): Integer score awarded to the lead by scoring campaigns and programs.
  • Priority (number): Lead’s Sales Insight priority. System managed.
  • Relative Score (number): Lead’s Sales Insight relative score. System managed.
  • Relative Urgency (number): Level of urgency of lead’s sales insight.
  • Lead Rating (number): Marketing/sales rating of the lead.
  • Acquisition Program (text): Program acquisition is associated with.
  • Acquisition Date (calendar): Date of acquisition.
  • Last Viewed Date (number): Most recent date lead’s profile was viewed.
  • Last Referenced Date (number): Most recent date lead was referenced.

  Output Fields

  • There are no output fields.

• Update Program

  Update the values for a specific program inside Marketo.

  Input Fields

  • Update By
    • Program ID (number): The unique identification of the program inside Marketo.
  • Program
    • Name (text): Name associated with the program.
    • Description (text): Description of the program.
    • Start Date (calendar): The start date of the program, in the date format: MM/DD/YYYY.
    • End Date (calendar): The end date of the program, in the date format: MM/DD/YYYY.
    •  Cost Requests (list): This field accepts Request objects from the Build Cost Object Action within Designer.
    • Tags (list): This field accepts Tag objects from the Build Tag Action within Designer.

• Upload File

  Uploads new file.

  Input Fields

  • File
    • File Content* (upload): Content of file upload (E.g. pdf)
    • File Name* (text): Name/Title of the uploaded file.
    • Folder ID (number): The ID for the folder to put file in.
    • Description (text): The description of the uploaded file.

  Output Fields

  • File ID (number): The ID of the newly uploaded file.