Before you begin: You must have Marketo Admin access to complete this setup.

Demo Video

Step 1: Create a Role for API Access in Marketo

Log in to Marketo.
Go to Admin > Roles.
Create a new role for the API user.
Set the following minimum permissions:
- Approve Assets
- Read-Only Activity
- Read-Write Assets

Step 2: Invite a New API User

Invite a user using a unique email address.
1. Important Note: The email address used for the new user needs to be unique and can't be the same as any email address already in use in your Marketo instance. You can create a unique email address by adding +anyword after your regular email. Example: felix@knak.io can be changed to felix+marketo@knak.io. By using this method you can still receive emails in your regular inbox while also having a unique email for the purpose of the integration.
Set Permissions to Default.
Check the box for API Only.
Select the API role you created.
Ensure the user has access to the Default Workspace and any others required.

How to Identify Your Default Workspace

Log in to Marketo.
Go to Admin > Workspaces & Partitions.
Right-click the blue field navigation bar.
Select Columns > Check the box for ID.
The ID with value 1 is your Default Workspace.

Marketo article on finding default workspace

Important: Ensure you select the role you just created and check API Only. The integration will not work without this. If you need limited access, ensure the API user has access to the default and any additional required workspaces.

Step 3: Create a LaunchPoint Service

In Marketo, go to LaunchPoint.
Add a New Service for Knak.
If you don't see Custom here, you need to speak with your Marketo account manager to upgrade your Marketo subscription.
1. Important Note: Ensure you select the new user here that has the proper API permissions, otherwise the integration won't work.
Copy the Client ID and Client Secret for use in Knak.

Step 4: Get Your REST API Endpoint

In Marketo, go to Admin > Web Services.
Copy the REST API Endpoint.

Step 5: Connect Marketo in Knak

Open Knak and click Admin
Click Platforms under the Integrations dropdown.
Find the Marketo tile and click Connect.
Add a name for the integration.
Enter the Client ID, Client Secret, and REST API Endpoint.
Click Save.

Optional: Adjust Advanced Settings

After connecting, you can customize the integration behavior using the Advanced Settings options:

Set Synced Emails to "Approved" in Marketo
Toggle on to automatically approve synced email assets in Marketo.
Set Synced Landing Pages to "Approved" in Marketo
Toggle on to automatically approve synced landing pages.
Turn On Performance Data
Toggle on to pull Performance Insights from Marketo into Knak.
Once enabled, you’ll see key email metrics for synced and sent emails directly in Knak. Follow the steps in this doc to set up this feature: https://help.knak.io/en/articles/10186115-performance-insights-marketo.
Use API Proxy
Enable this option if your company has a custom proxy service in front of your Marketo instance to manage third party API access, and the proxy has different authentication requirements to the Marketo API.

Proxy Configuration Fields

If using an API proxy, complete the following fields:

Proxy Auth URL
Enter the authentication endpoint URL for your proxy.
Marketo Subdomain
Enter your Marketo subdomain (example: 123-MKT-987).
Proxy Auth Method
Select between:
- Default
- HTTP Basic

Manage Your Integration

View or delete integrations from the My Platform Connections section.
To add another integration, scroll to All Platforms and click Connect or Add Another Connection.

Syncing Assets to Marketo

Click the Actions Menu then click Sync
Select your connected Marketo integration, and choose the program you want to sync to.
Click Confirm & Sync
Check the Sync Status page to confirm the asset was successfully synced.