Integrating with Marketo

Connect Mutiny with your Marketo instance to create personalized experiences for Marketo lists, segments, and Munchkin attributes

Updated over a week ago

When you integrate Marketo with Mutiny, you can create segments based on Marketo attributes and dynamically insert Marketo variables into your experiences.

Here are a few example use cases this integration enables:

  • Show current users login CTA instead of sign up CTA

  • Upsell depending on the product they are using today

  • Show happy customers a link to G2/Capterra or referral program

  • Give webinar attendees a recording of the webinar in a banner

  • Highlight a different asset for someone who has already downloaded an asset

  • Give customers on a free trial a link to book a call with customer success directly from the homepage

How it works

Mutiny uses your Client ID, Client Secret and Endpoint URL to establish a connection with your Marketo data. Mutiny then identifies visitors with a Marketo Munchkin cookie and can associate them with any data stored in Marketo. This customer profile data is synced with their Mutiny cookie and lets you create segments for personalization using Marketo data alongside any other Mutiny data source.

How to integrate Marketo with Mutiny

Step 1 - Gather your credentials from Marketo

(A) Create a new role with permissions

1. Log in to your instance as an admin

2. Go to the Admin menu and click on "Users & Roles"

3. Click on the "Roles" tab, and then "New Role"

4. Type “Mutiny Role” for Role Name and assign “Access API group” for permissions

5. Click Create

(B) Create an API-only user

1. Go back to the "Users" tab and click "Invite New User"

2. Fill out the following fields:

  1. Email: mutiny+<your company name>

  2. First Name: Mutiny

  3. Last Name: User

  4. Roles and Workspaces: Mutiny Role (what we just created)

  5. Make sure to check “API Only”

3. Send an invitation

(C) Create a custom service for an authentication token

1. Go back to the Admin menu and click on LaunchPoint from the left hand pane

2. Click "New Service"

3. Fill out the following fields:

  1. Display Name: Mutiny Service

  2. Service: Custom

  3. Description: This service is for Mutiny

  4. API Only User: mutiny+<your company name>

4. Create the service and click "View Details"

5. Save your Client Id and Client Secret - you will need to enter these in Mutiny to complete the integration.

(D) Get your Endpoint URL

1. Go back to the Admin menu and click "Web Services"

2. Find the Endpoint in the REST API box and copy the Endpoint URL

3. Save the endpoint URL - you will need to enter this in Mutiny to complete the integration.

Step 2 - Activate your Marketo integration

Select Integrations from the left side pane and click on Marketo.

On the next screen, enter your Marketo Client ID, Client Secret and Endpoint URL.

Step 3 - Map your attributes

Select whichever attributes you want to use to segment and personalize in Mutiny. You can add additional columns by clicking the "Map another Marketo column" button at the bottom. When you are finished with your selection, click "Map columns." You can come back and edit these selections at any time.

That's it - your integration is now complete!

Step 4 - Create your segments

The attributes you just mapped are now available to build segments in the Segment Creator and the Data Explorer. Happy personalizing!

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