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Integrating AdRoll and Marketo

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How do I integrate Marketo and AdRoll?

The Marketo integration tool can be found in Settings > Integrations

Find Marketo under the Integration Type column, and click Sync segments from Marketo. Check the box that appears to confirm that you would like to Sync Marketo emails to AdRoll.

 

Marketo CRM data onboarding works by connecting your AdRoll account(s) through your Marketo API. (Note: A single Marketo instance can be used across multiple AdRoll accounts.)

You will need the following information from your Marketo dashboard to complete this integration:

Click here to log in to your Marketo dashboard. You will want to have your AdRoll dashboard open as well so it is easy to copy and paste the required information. If connecting multiple AdRoll accounts you will integrate each of your accounts. 

Once integrated, you will be able to select the Marketo lists you would like to apply as a CRM segment.  

How do I find my Marketo API Endpoint?

  1. Navigate to the Admin tab

  2. Go to Web Services Panel and locate your REST API Endpoint URL. (Using a SOAP API endpoint will cause an error in integrating.)

  3. Copy your Endpoint and return to Integrations on your AdRoll dashboard. Paste this value in the Marketo API Endpoint field.

 

How do I get the Client ID and Secret Key?

To generate a Client ID and Secret key for AdRoll, you first need to create a role and user associated with AdRoll. This defines what level of access AdRoll will have to your data. Then, you'll create a custom service to be accessed by the AdRoll user, which provides you with the unique Client ID and Secret Key needed to complete this integration. 

Creating AdRoll's Role and User

  1. In the top navigation bar, click Admin.

  2. In the left sidebar, go to Users & Roles > Roles.

  3. Name your role "API Role" and set this role up with API Access.

  4. Next, you will need to associate that role with a user. Click into the User tab, and click Create New User.

  5. Enter a first and last name, and an email address. What you enter into these fields is not important. Some, Body, and somebody@marketo.com are used in the example below, but we recommend:

    • First Name: AdRoll
    • Last Name: Integration
    • Email: adroll@marketo.com

  6. Search the Roles and Workspaces list and select the role you just created, "API Role".

  7. Make this user API Only by checking the box. Invite to finish setting up your AdRoll user.

Creating a Custom Service to Tie with your new AdRoll User

  1. In the Admin menu, find and click Launchpoint.

  2. Click New Service.

  3. You want to set up a Custom service. Your Display Name and Description should be something that helps you easily identify that this service is linked to your AdRoll account.

  4. In the API Only User field enter adroll@marketo.com, or the custom email alias that you assigned to your AdRoll user. Finally, Create to complete service setup.

 

Locating your client ID and secret key tied to your new user/service

  1. After creating your service, you should see in your list of Installed Services. Click View Details.

  2. Copy your Client ID code and return to Integrations in your AdRoll dashboard. Paste this value into the Marketo Client ID field.

  3. Copy your Client Secret code and return to Integrations in your AdRoll dashboard. Paste this value into the Marketo Secret Key field.

That's it! Your AdRoll account is now able to talk to your Marketo account.

 

How do I choose which Marketo lists to use for CRM segments?

After you've completed integrating your AdRoll and Marketo accounts, turning your static email lists into CRM segments is easy.

In Integrations find the Marketo section and click Select Lists. Choose all your lists or a select few. Each list will populate in your dashboard as a distinct CRM segment.

Note: It can take up to 9 days for emails to be matched and show up in the AdRoll dashboard.

Learn more about how Marketo CRM data onboarding works.

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