Clearbit for Marketo

If you are ready to integrate Clearbit for Marketo, you can follow our setup wizard at https://marketo.clearbit.com/

If you are interested in learning more please email us at success@clearbit.com  

Benefits

The new Marketo integration has a lot of benefits including

  • Backfill/Refresh which was very difficult (or impossible) on the old version
  • Stability - no more 202s and double calls. Clearbit handles all the tricky bits.
  • Easy setup and field mapping (used to be very manual)
  • Inclusion of premium data points - Tech tags, phone numbers, etc. 

Integration Steps

1) Create a API only UserRole

  • Go to the Admin section
  • Expand the Security group
  • Select Users & Roles
  • Select Roles
  • Click New Role
  • Fill the form with the following properties: 

2) Create a API only User

  • Go to the Admin section
  • Expand the Security group
  • Select Users & Roles
  • Click to Invite New User
  • Fill the Information form with the following properties:

  • Fill the Permissions form with the following properties:

 

  • Because this is an API User, the Message form is not important.

 

3) Add a custom web service

  • Go to the Admin section
  • Expand the Integration group
  • Select LaunchPoint
  • Click New Service
  • Fill the form with the following properties:

4) Copy custom web service details
 
Now that we've created a Custom Web Service, we can get the appropriate details from it.
  • Go to the Admin section
  • Expand the Integration group
  • Select LaunchPoint
  • Clearbit for Marketo
  • Click View Details
  • Copy and paste the Client ID and Client Secret from Marketo to the wizard
5) Copy REST API end-point
 
We'll also need to grab the Rest API Endpoint for your instance.
  • Go to the Admin section
  • Expand the Integration group
  • Web Services
  • Rest API
  • Copy and paste the following details from Marketo to the wizard
6) Create a Webhook
 
Now that the API side is setup, we'll need to create a webhook for enrichment of new Persons.
  • Go to the Admin section
  • Expand the Integration group
  • Select Webhooks
  • New Webhook
  • Fill with the following properties:
 
7) Add a custom header for the Webhook
 
Once the Webhook has been created, you'll need to reselect it and click to Set a Custom Header
  • Go to the Admin section
  • Expand the Integration group
  • Select Webhooks
  • Clearbit for Marketo
  • Webhook Actions / Set Custom Header
  • Add
  • Fill with the Header and Value properties from the wizard
8) Create a Smart Campaign
 
To trigger the Webhook, we'll need to create a Smart Campaign
  • Marketing Activities
  • New Smart Campaign
  • Fill with the following properties:

9) Create custom fields for Clearbit
 
Before we start mapping Clearbit fields to Marketo fields, it's worth taking a moment to think about how you're going to use the data. At a minimum, we recommend using the Status code and Enriched At date so you can track when and how Enrichment is occuring.
  • Go to the Admin section
  • Database Management
  • Field Management
  • Create a Clearbit Status field with an integer value.
  • Create a Clearbit Enriched At field with a date.
  • Create additional custom fields where appropriate.
10) Map Fields
 
Map fields from Clearbit to the fields in your Marketo account.
 
 
11) Trigger Webhook
 
Now that we've got the Webhook and Smart Campaign setup, and fields mapped successfully, we can go ahead and activate the Smart Campaign to trigger enrichment of new People.
  • Marketing Activities
  • Data Management
  • Clearbit for Marketo
  • Smart List
  • Drag and Drop Lead Is Created filter
  • Flow
  • Drag and Drop Call Webhook action
  • Select Clearbit for Marketo Webhook
  • Click Schedule
  • Click Activate
12) Create a list for backfill
 
We're almost done. We just need to create a list that Clearbit can use to backfill your Marketo instance with Clearbit data.
  • Go to the Lead Database section
  • Click New
  • Select List
  • Fill with the following properties:
  • Expand System Smart Lists
  • Select All Leads
  • Select Leads
  • Click Select All
  • Click Lead Actions
  • Select Marketing
  • Select Add To List
  • Fill with the following properties:

13) Kick off backfill to enrich Marketo data