{"id":15174,"date":"2025-10-01T16:21:18","date_gmt":"2025-10-01T16:21:18","guid":{"rendered":"https:\/\/commandcenter.netline.com\/?p=15174"},"modified":"2025-10-01T17:18:16","modified_gmt":"2025-10-01T17:18:16","slug":"connector-guide-send-netline-leads-to-marketo-step-by-step","status":"publish","type":"post","link":"https:\/\/commandcenter.netline.com\/index.php\/2025\/10\/01\/connector-guide-send-netline-leads-to-marketo-step-by-step\/","title":{"rendered":"Connector Guide: Send NetLine Leads to Marketo (Step-by-Step)"},"content":{"rendered":"

Overview<\/b><\/h2>\r\nIntegrating NetLine with Marketo allows leads captured through your NetLine campaigns to automatically flow into your Marketo marketing automation platform (MAP), saving time and enabling instant follow-up. The setup is quick and requires no coding.<\/span>\r\n\r\nThis guide will walk you through the two main parts of this process:<\/span>\r\n
    \r\n \t
  1. Setting up the Marketo REST API: Creating the necessary credentials and users within your Marketo account.<\/span><\/li>\r\n \t
  2. Configuring the NetLine Portal Connector: Using the credentials from Marketo to set up the lead fulfillment on NetLine’s end.<\/span><\/li>\r\n<\/ol>\r\nOnce complete, every lead generated through NetLine will appear in your Marketo MAP automatically, where you can nurture, assign to sales, or include them in campaigns.<\/span>\r\n\r\n \r\n

    Part 1: Setting Up Your Marketo REST API<\/b><\/h2>\r\nBefore you can connect the two platforms, you need to create the API credentials in Marketo.<\/span>\r\n\r\n \r\n

    Step 1: Create a New Role<\/strong><\/h3>\r\n
      \r\n \t
    1. Log in to your Marketo instance.<\/span><\/li>\r\n \t
    2. Go to the <\/span>Admin<\/b> menu.<\/span><\/li>\r\n \t
    3. Select <\/span>Users & Roles.\r\n<\/b>\r\n\"\"<\/a><\/span><\/span><\/li>\r\n \t
    4. Click on the <\/span>Roles<\/b> tab, then <\/span>New Role.<\/b><\/li>\r\n \t
    5. Give the role a descriptive name (e.g., “NetLine API Role”).<\/span><\/li>\r\n \t
    6. In the <\/span>Permissions<\/b> section, expand the <\/span>Access API<\/b> group.<\/span><\/li>\r\n \t
    7. Check the box for <\/span>“Read-Only Lead”<\/b> (or “Read-Only Person”).<\/span>\r\n
        \r\n \t
      1. Note:<\/b> If you want to post data to the Marketo database, you must also enable “Write access” for the connector.<\/span><\/li>\r\n<\/ol>\r\n<\/li>\r\n \t
      2. Click <\/span>Create<\/b>.<\/span><\/li>\r\n<\/ol>\r\n\"\"<\/a><\/b>\r\n

        Step 2: Create a New API-Only User<\/strong><\/h3>\r\n
          \r\n \t
        1. Return to the <\/span>Users<\/b> tab and click on <\/span>Invite New User<\/b>.<\/span><\/li>\r\n \t
        2. Provide a descriptive name (e.g., “API User”) and an email address.<\/span>\"\"<\/a><\/li>\r\n \t
        3. Click <\/span>Next.<\/b><\/li>\r\n \t
        4. In the permissions section, check the <\/span>API Only<\/b> box.\r\n<\/span>\r\n\"\"<\/a><\/li>\r\n \t
        5. Assign the API role you just created to this user.<\/span><\/li>\r\n \t
        6. Click <\/span>Next<\/b>, then <\/span>Send<\/b> to complete the user creation.<\/span><\/li>\r\n<\/ol>\r\n\"\"<\/a>\r\n

          Step 3: Create a New Custom Service<\/b><\/h3>\r\n
            \r\n \t
          1. Go back to the <\/span>Admin <\/b>menu.<\/span><\/li>\r\n \t
          2. Select <\/span>LaunchPoint\r\n<\/b>\r\n\"\"<\/a><\/li>\r\n \t
          3. Click on the <\/span>New<\/b> menu and choose <\/span>New Service.<\/b><\/li>\r\n \t
          4. Give the service a descriptive name.<\/span><\/li>\r\n \t
          5. From the <\/span>Service<\/b> dropdown menu, select <\/span>Custom<\/b>.<\/span><\/li>\r\n \t
          6. Add a description.<\/span><\/li>\r\n \t
          7. From the <\/span>API Only User<\/b> dropdown menu, select the API user you created in the previous step.<\/span><\/li>\r\n \t
          8. Click <\/span>Create<\/b>.<\/span><\/li>\r\n<\/ol>\r\n\"\"<\/a><\/b>\r\n

            Step 4: Retrieve Your API Credentials<\/strong><\/h3>\r\n
              \r\n \t
            1. For the new service you just created, click <\/span>View Details.<\/b><\/li>\r\n \t
            2. This will display your <\/span>Client ID<\/b> and <\/span>Client Secret.<\/b> Save these credentials in a secure place, as they will be needed for the NetLine Portal setup.<\/span><\/li>\r\n<\/ol>\r\n\"\"<\/a><\/b>\r\n

              Step 5: Get Your Marketo POST URL and Field Names<\/strong><\/h3>\r\n
                \r\n \t
              1. In Marketo, go to <\/span>Admin > Integration > Web Services.<\/b>\"\"<\/a><\/span><\/span><\/li>\r\n \t
              2. Under the <\/span>REST API<\/b> section, find the <\/span>Endpoint<\/b> URL. The standard format for the POST URL is\u00a0<\/span>\r\n
                  \r\n \t
                1. https:\/\/<MunchkinId>.<\/span>mktorest.com\/rest\/v1\/leads.json<\/span><\/a>.<\/span><\/span>\"\"<\/a><\/li>\r\n<\/ol>\r\n<\/li>\r\n \t
                2. To get your field names, go to Admin > Field Management.<\/b><\/li>\r\n \t
                3. Click <\/span>Export Field Names<\/b> to download an .xls file. This file contains the API names for all your fields, which are crucial for correctly mapping them in the NetLine Portal.<\/span><\/li>\r\n<\/ol>\r\n

                  \"\"<\/a><\/b><\/h2>\r\n

                  Part 2: Login To NetLine Portal<\/b><\/h2>\r\nNow that you have your Marketo credentials, you can set up the connector in the NetLine Portal.<\/span>\r\n

                  Step 1: Access the Fulfillment Settings<\/b><\/h3>\r\n
                    \r\n \t
                  1. Open<\/span> portal.netline.com<\/span><\/a> and log in with your account credentials.<\/span><\/li>\r\n \t
                  2. Once logged in, you\u2019ll land on your <\/span>NetLine Dashboard<\/b>.<\/span><\/li>\r\n \t
                  3. From the left-hand sidebar, click on <\/span>Campaigns<\/b>.<\/span><\/span><\/span>\"\"<\/a><\/span><\/span><\/span><\/span><\/li>\r\n \t
                  4. From the list of campaigns, choose the one you\u2019d like to connect with Marketo.<\/span><\/span><\/span>\"\"<\/a><\/span><\/span><\/span><\/li>\r\n \t
                  5. After setting up the campaign, click on <\/span>Fulfillment<\/b> in the left-hand menu (under <\/span>Campaigns<\/span><\/i>).<\/span>\"\"<\/a><\/li>\r\n \t
                  6. Go to the <\/span>Connector Fulfillment<\/b> section.<\/span><\/span>\"\"<\/a><\/li>\r\n \t
                  7. Toggle <\/span>Enable Connector<\/b> to <\/span>Yes.<\/b><\/li>\r\n \t
                  8. In the <\/span>Connector Type<\/b> dropdown, select <\/span>Rest Marketo<\/b>.<\/span>\"\"<\/a><\/li>\r\n \t
                  9. Click <\/span>Edit\/Setup<\/b> \u2014 this will open a popup window with configuration settings.<\/span><\/span><\/li>\r\n<\/ol>\r\n

                    \"\"<\/a><\/b><\/h3>\r\n

                    Step 2: Enter the POST URL<\/strong><\/h3>\r\n
                      \r\n \t
                    1. In the Post URL field, enter the Marketo REST API URL you retrieved in Part 1. The standard format is\u00a0<\/span>\r\n
                        \r\n \t
                      1. https:\/\/<MunchkinId>.<\/span>mktorest.com\/rest\/v1\/leads.json<\/span><\/a>.<\/span><\/li>\r\n<\/ol>\r\n<\/li>\r\n<\/ol>\r\n

                        \"\"<\/a><\/b><\/h2>\r\n

                        Step 3: Map Your Fields<\/b><\/h3>\r\n
                          \r\n \t
                        1. In the <\/span>Standard Fields<\/b> section, you will see NetLine fields on the left.<\/span><\/li>\r\n \t
                        2. Use the Marketo field names you exported in Part 1 to match them with the corresponding NetLine fields on the right.<\/span><\/li>\r\n \t
                        3. Use the Marketo API names to ensure an exact, case-sensitive match.<\/span><\/li>\r\n \t
                        4. Note: If you are mapping numberOfEmployees or annualRevenue, Marketo expects an integer value. If you need to pass a string, you will need to create a custom field in Marketo for this purpose.<\/span><\/li>\r\n<\/ol>\r\n

                          \"\"<\/a><\/b><\/h3>\r\n

                          Step 4: Configure Custom and Constant Fields<\/strong><\/h3>\r\n
                            \r\n \t
                          1. Custom Questions Fields:<\/b> If you have custom questions in your NetLine campaign, you can map them to existing custom fields in Marketo.<\/span><\/li>\r\n \t
                          2. Constant Fields:<\/b> This is a critical step for Marketo. You must add <\/span>ClientId<\/b> and <\/span>ClientSecret<\/b> as constant fields and enter the values you retrieved from Marketo.<\/span>\r\n
                              \r\n \t
                            1. Constant fields allow you to send additional data where the value remains the same for every lead.<\/span><\/li>\r\n<\/ol>\r\n<\/li>\r\n<\/ol>\r\n

                              \"\"<\/a><\/b><\/h3>\r\n

                              Step 5: Test the Connection<\/strong><\/h3>\r\n
                                \r\n \t
                              1. Once you have completed the field mapping, click <\/span>Submit<\/b> to save the setup.<\/span><\/li>\r\n \t
                              2. Return to the Portal screen and click on <\/span>Send Test<\/b>.<\/span><\/span>\"\"<\/a> <\/li>\r\n \t
                              3. This will send a test lead into your Marketo account.<\/span><\/li>\r\n \t
                              4. Go to Marketo and search for the test record (the easiest way is by email address). The test record should appear within a minute or two if the configuration is correct.<\/span><\/li>\r\n<\/ol>\r\n\"\"<\/a><\/span>\r\n\r\nIf the test leads don\u2019t appear within a few minutes, check your field mapping formatting to ensure the characters match exactly. Missing underscores, uppercase, and lowercase characters can throw off the connection.\r\n\r\nAlso, if you\u2019ve added custom fields in your NetLine form, make sure they have a place to go in Marketo by creating a Custom Property.<\/span>\r\n\r\nIf you get stuck, send a note to portal-support@netline.com \u2014 we\u2019ll help get you on your way in no time.<\/span>\r\n\r\n ","protected":false},"excerpt":{"rendered":"Overview Integrating NetLine with Marketo allows leads captured through your NetLine campaigns to automatically flow into your Marketo marketing automation platform (MAP), saving time and enabling instant follow-up. The setup is quick and requires no coding. This guide will walk…","protected":false},"author":4,"featured_media":15213,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34,32,54,25,57,37,4],"tags":[],"_links":{"self":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/15174"}],"collection":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/comments?post=15174"}],"version-history":[{"count":16,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/15174\/revisions"}],"predecessor-version":[{"id":15216,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/15174\/revisions\/15216"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media\/15213"}],"wp:attachment":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media?parent=15174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/categories?post=15174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/tags?post=15174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}