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Marketo Engage Make integrationAutomate Marketo Engage with Make.
Keep Marketo Engage fed with leads without typing them in by hand. The Marketo Engage Make integration gives you 12 modules: 10 actions and 2 searches for leads, lists and opportunities. This guide shows what each one does, how to connect your account and how to build a first scenario.
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What can the Marketo Engage Make integration automate?
The Marketo Engage Make integration lets a Make scenario, the automation you build in Make, write to and read from your Marketo instance. Each step of that scenario is a module: one brick that creates a lead, updates an opportunity or searches your database, with no code to write.
Every web sign-up becomes a lead in the right list. A form tool or a spreadsheet starts the scenario, Create a Lead writes the person into Marketo and Add Leads to a List drops them into the list your nurture program reads.
Sales updates reach Marketo without a copy-paste. When a deal moves in another tool, Search Opportunities finds the matching record and Update an Opportunity changes it, so marketing reports stay in line with what sales sees.
Lead data flows out to other apps. Get a Lead or Search Leads pulls a record so a later module can post it to a chat channel or a sheet such as the one described on the Airtable Make integration page.
One thing to know first: Marketo Engage has no trigger in Make, so nothing starts from a change inside Marketo itself. The scenario starts from another app or from a schedule. Marketo may also have an n8n node; the n8n vs Make comparison lays out how the two tools differ, and the Make review covers the editor in depth.
How do you connect Marketo Engage to Make?
- 01
Add a Marketo Engage module
In your scenario, add any Marketo Engage module, for example Create a Lead, then click Create a connection. A connection is your Marketo account linked to Make once, then reused by every Marketo module.
- 02
Name the connection
Give the connection a name you will recognize later, such as the instance or the team it belongs to. This step is optional, but it helps a lot once you manage several accounts in the same Make organization.
- 03
Authorize and save
Authorize Make on the page Marketo opens, or paste the key Marketo gives you, depending on what Make asks for. Click Save. Make can now list the data it reads in each module field.
Your first scenario with Marketo Engage
GoalWhen someone signs up in another app, Make creates the lead in Marketo Engage and adds it to a list.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the + to add the first module. Since Marketo Engage has no trigger, this first module belongs to the app where sign-ups land.
- 02
Set the starting app
Search for the app that collects your sign-ups, pick its trigger and connect it. Each new sign-up will reach the next module as a bundle: one item, here one person.
- 03
Add Create a Lead
Click the + on the right, search for Marketo Engage and pick Create a Lead. Create the connection, then map the name and email from the previous module into the lead fields.
- 04
Add Add Leads to a List
Add Add Leads to a List after it, pick the list Make shows you and map the lead returned by Create a Lead. The new person now lands straight in that list.
- 05
Test with Run once
Click Run once and submit a test sign-up. Open the bubble above each module to read the bundles it received and check that the lead shows up in Marketo.
- 06
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. Each run uses operations: one module handling one bundle counts as one on your plan.
What the Marketo Engage modules do
Marketo Engage gives you 12 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Add Leads to a List
ActionIn Make“Adds leads to a lead list.”
Places one or more leads into a Marketo lead list, so the programs and campaigns that read that list pick them up without a manual import.
Create a Lead
ActionIn Make“Creates a new lead.”
Writes a brand-new person into your Marketo database from data collected in another app, which removes the export and import round trip between tools.
Create an Opportunity
ActionIn Make“Creates a new opportunity.”
Opens a new opportunity record in Marketo, so revenue reporting starts counting a deal the moment it appears somewhere else in your stack.
Create an Opportunity Role
ActionIn Make“Creates a new opportunity role.”
Attaches a lead to an opportunity with a role, which tells Marketo who takes part in a deal and in which capacity.
Create/Update an Object
ActionIn Make“Create and Update a new object.”
Creates or updates a record of another Marketo object type in one module, handy when your data does not fit the lead and opportunity modules of this app.
Get a Lead
ActionIn Make“Gets a specified lead.”
Fetches one lead you already know, so later modules can reuse its details in another app without anyone looking it up by hand.
Get an Opportunity
ActionIn Make“Gets a specified opportunity.”
Reads one opportunity by its identifier and passes its data to the next module, which keeps a deal summary in another app accurate.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Sends any authorized request to the Marketo API with the connection you already set up, so you can reach what the other eleven modules leave out.
Update a Lead
ActionIn Make“Updates an existing lead.”
Changes the data of a person already in Marketo, which keeps the Marketo record aligned with what your other tools know about that person.
Update an Opportunity
ActionIn Make“Updates an existing opportunity.”
Edits an existing opportunity so the record in Marketo follows the real deal, and marketing reports stop drifting from the sales view.
Search Leads
SearchIn Make“Searches for leads by filter parameter.”
Looks up leads that match a filter and returns each one as its own bundle, so the rest of the scenario can act on every person found.
Search Opportunities
SearchIn Make“Searches for opportunities by the filter parameter.”
Finds opportunities that match a filter and hands them to the next modules one by one, which turns a batch of deals into individual updates or messages.
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