If your Marketo instance is not already connected to Reachdesk, a Marketo admin must complete the initial connection first. See the setup article here: Integrate Reachdesk with Marketo.
Before you start
To connect additional users, the initial Reachdesk LaunchPoint service in Marketo must already exist
Once that setup is complete, each additional user can connect the same Marketo instance to Reachdesk using the existing Marketo API details
Information you need from Marketo
Additional users need the following values from the existing Reachdesk LaunchPoint in Marketo:
Client ID
Client Secret
REST Endpoint URL
Find the Client ID and Client Secret
In Marketo:
Go to Admin
Find the Reachdesk LaunchPoint that was created during the initial setup
Click View Details
Copy the Client ID and Client Secret
Find the REST Endpoint URL
In Marketo:
Go to Admin
Open Web Services
Copy the REST Endpoint URL
Connect the additional user in Reachdesk
In Reachdesk:
Go to Account > Integrations
Find the Marketo tile and click Link Account
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Enter the following details:
Client ID
Client Secret
REST Endpoint URL
These details are tied to the Marketo API user role, so the same values are used for everyone connecting that Marketo instance in Reachdesk.
Frequently Asked Questions
Do additional users need their own Marketo API credentials?
No. The connection details are for the Marketo API user role, so the same Client ID, Client Secret, and REST Endpoint URL are used by everyone connecting in Reachdesk.
What if the Reachdesk LaunchPoint has not been created yet?
A Marketo admin must complete the initial Marketo and Reachdesk connection first. Additional users cannot connect until that setup is already in place. Read more about this here: Integrate Reachdesk with Marketo.
Which users can send automated campaigns?
Only users with Admin or Campaign Manager roles in Reachdesk can send automated campaigns. Read more about this here: Setting up your triggered campaigns in Reachdesk and Marketo.
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