Service Objects and Marketo Webhook Integration …...This guide can serve as a reference for...

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Service Objects an www.serviceobjects.com Copyright © 2001-2016 Service Objec trademarks of Service Objects, Inc., trademarks. Other names used herein nd Marketo Webhook Integrati 1.805.963.1700 1.800 cts, Inc. All rights reserved. Service Objects and the log and Service Objects, Inc. owns other registered and un n may be trademarks of their respective owners. ion Guide 0.694.6269 go are unregistered nregistered Tutorial

Transcript of Service Objects and Marketo Webhook Integration …...This guide can serve as a reference for...

Page 1: Service Objects and Marketo Webhook Integration …...This guide can serve as a reference for integrating any of our services into Marketo Webhooks There are a lot of steps, but rest

Service Objects and Marketo Webhook Integration Guide

www.serviceobjects.com

Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Service Objects and Marketo Webhook Integration Guide

1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

unregistered

Tutorial

Page 2: Service Objects and Marketo Webhook Integration …...This guide can serve as a reference for integrating any of our services into Marketo Webhooks There are a lot of steps, but rest

Service Objects and Marketo Webhook Integration Guide

www.serviceobjects.com 1.805.963.1700 1.800.694.6269

Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc., and Service Objects, Inc. owns other registered and unregistered

trademarks. Other names used herein may be trademarks of their respective owners.

Tutorial

Introduction

Today integrating Service Objects DOTS Services into Marketo couldn’tbe any easier.

Using Webhooks in Marketo your company could be validating leads in a few short

moments.

This guide will walk you through setting up a Webhook for DOTS Email Validation 3

This guide can serve as a reference for integrating any of our services into Marketo

Webhooks

There are a lot of steps, but rest assured, they are simple and fast. We have broken the

process down into its smallest parts.

First Things First…

To get started you will need to go to www.serviceobjects.com and request a trial license

key or obtain a live production license key.

Here you can request a free API trial License key:

https://www.serviceobjects.com/products/email/email-verification-service

Once you have made the request, your trial key will be emailed to you immediately.

Be sure to check your email accounts junk folder just in case it landed there.

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Service Objects and Marketo Webhook Integration Guide

www.serviceobjects.com

Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 1

Log in to your Marketo account and select “Admin” in the top n

Step 2

In the Admin menu select “Webhooks”

Then, select “New Webhook”

Service Objects and Marketo Webhook Integration Guide

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ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

Log in to your Marketo account and select “Admin” in the top navigation bar.

In the Admin menu select “Webhooks”

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 3

In the New Webhook creation screen fill in the details for the new Webhook

Webhook Name: DOTS Email Validation 3

Description: Validate addresses using DOTS

URL:

http://ws.serviceobjects.com/ev3/api.svc/ValidateEmailAddress?EmailAddress=support%40ser

viceobjects.com&AllowCorrections=true&Timeout=2000&LicenseKey=wsxx

Request Type: GET

Response Type: XML

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

In the New Webhook creation screen fill in the details for the new Webhook

DOTS Email Validation 3

addresses using DOTS EV3

.com/ev3/api.svc/ValidateEmailAddress?EmailAddress=support%40ser

viceobjects.com&AllowCorrections=true&Timeout=2000&LicenseKey=wsxx-xxxx

Service Objects and Marketo Webhook Integration Guide

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unregistered

Tutorial

.com/ev3/api.svc/ValidateEmailAddress?EmailAddress=support%40ser

xxxx-xxxx

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trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 4

In the URL text box we are going to have to make some replacements so that we

the URL query parameters with the appropriate Marketo fields. I have

that will need updating and in the next couple of steps you

Step 5

First select “support%40serviceobjects.com

the cursor in the position of the text that was just removed click on “Insert Token” to

take you to the Insert Token screen.

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

ext box we are going to have to make some replacements so that we

the URL query parameters with the appropriate Marketo fields. I have highlighted the vales

that will need updating and in the next couple of steps you will see how they can be

support%40serviceobjects.com” and hit delete on your keyboard. Leaving

in the position of the text that was just removed click on “Insert Token” to

to the Insert Token screen.

Service Objects and Marketo Webhook Integration Guide

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2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

unregistered

Tutorial

ext box we are going to have to make some replacements so that we can populate

highlighted the vales

will see how they can be updated.

” and hit delete on your keyboard. Leaving

in the position of the text that was just removed click on “Insert Token” to

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 6

Now, in the Token drop down select the

value that you want to populate the URL

Email Address parameter with. In our case,

we are choosing the lead Email Address

field.

Add the appropriate default value in the

Default Value field. We are leaving it

empty. Then click “Insert”

Finally, if you chose to leave the Default

Value empty, like us, you will need to

remove the following text from the resulting

URL in the URL text box “edit me”.

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Webhook Walkthrough

Now, in the Token drop down select the

value that you want to populate the URL

parameter with. In our case,

lead Email Address

alue in the

Default Value field. We are leaving it

Finally, if you chose to leave the Default

Value empty, like us, you will need to

remove the following text from the resulting

URL in the URL text box “edit me”.

Service Objects and Marketo Webhook Integration Guide

1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

unregistered

Tutorial

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Service Objects and Marketo Webhook Integration Guide

www.serviceobjects.com 1.805.963.1700 1.800.694.6269

Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc., and Service Objects, Inc. owns other registered and unregistered

trademarks. Other names used herein may be trademarks of their respective owners.

Tutorial

Marketo Webhook Walkthrough

Step 7

We just finished performing the URL parameter update for EmailAddress.

Repeat steps 6 and 7 for AllowCorrections and Timeout as necessary. These can either

be left as a default value or adjusted with custom fields for each email address you wish

to validate.

If you choose to have default values for the AllowCorrections and Timeout field, your

URL should look like the following.

IMPORTANT NOTE: If you are using a trial license key you URL should begin

with http://trial.serviceobjects.... Instead of http://ws.serviceobjects....Not

making this change will cause errors.

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Service Objects and Marketo Webhook Integration Guide

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 8

At this point the Webhook is defined so it is time to click on

Service Objects and Marketo Webhook Integration Guide

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2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

At this point the Webhook is defined so it is time to click on “Create”

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 9

The second part of creating the Webhook is to process the response from the Service

and do something with the returned values.

To do that you will need to pull the desired data points

response.

This is done by mapping parts of the response to Marketo fields as you will

next few steps.

Click on the “Edit” button in the “Response Mappings” section just below the “Details”

section of your newly created Webhook. This will bring you to the “Edit Response

Mapping” screen.

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

The second part of creating the Webhook is to process the response from the Service

and do something with the returned values.

To do that you will need to pull the desired data points back into Marketo from

This is done by mapping parts of the response to Marketo fields as you will

Click on the “Edit” button in the “Response Mappings” section just below the “Details”

ated Webhook. This will bring you to the “Edit Response

Service Objects and Marketo Webhook Integration Guide

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2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

unregistered

Tutorial

The second part of creating the Webhook is to process the response from the Service

back into Marketo from the

This is done by mapping parts of the response to Marketo fields as you will see in the

Click on the “Edit” button in the “Response Mappings” section just below the “Details”

ated Webhook. This will bring you to the “Edit Response

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Service Objects and Marketo Webhook Integration Guide

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 10

Click on the “Add” button in the top right of the screen to add a new mapping. Then

double click the “New Response Attribute”

Step 11

To get the values back from the response of the service we need to map elements in the

response to fields in Marketo.

The following link is some documentation on how to do JSON and XML mappings. For

this service you will be interested in the XML mappings.

http://developers.marketo.com/documentation/webhooks/response

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

Click on the “Add” button in the top right of the screen to add a new mapping. Then

double click the “New Response Attribute” to edit the field.

To get the values back from the response of the service we need to map elements in the

response to fields in Marketo.

The following link is some documentation on how to do JSON and XML mappings. For

s service you will be interested in the XML mappings.

http://developers.marketo.com/documentation/webhooks/response-mappings/

Service Objects and Marketo Webhook Integration Guide

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unregistered

Tutorial

Click on the “Add” button in the top right of the screen to add a new mapping. Then

To get the values back from the response of the service we need to map elements in the

The following link is some documentation on how to do JSON and XML mappings. For

mappings/

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

The Response attribute is going to look like t

ValidateEmailResponse.ValidateEmailInfo.Score

Service Objects and Marketo Webhook Integration Guide

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2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

ttribute is going to look like the following for the Score field

ValidateEmailResponse.ValidateEmailInfo.Score

Service Objects and Marketo Webhook Integration Guide

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Tutorial

he following for the Score field

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Walkthrough

Step 12

Next, select the Marketo field to map the response element to. Do this for the rest of

the desired elements. We mapped Score, EmailAddressOut, and WarningDescriptions.

Then click “Save”.

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Walkthrough

Next, select the Marketo field to map the response element to. Do this for the rest of

red elements. We mapped Score, EmailAddressOut, and WarningDescriptions.

Service Objects and Marketo Webhook Integration Guide

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2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

unregistered

Tutorial

Next, select the Marketo field to map the response element to. Do this for the rest of

red elements. We mapped Score, EmailAddressOut, and WarningDescriptions.

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Service Objects and Marketo Webhook Integration Guide

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc., and Service Objects, Inc. owns other registered and unregistered

trademarks. Other names used herein may be trademarks of their respective owners.

Tutorial

Marketo Webhook Walkthrough

Step 13

Your Response Mappings will look like this and the Webhook is complete

Now you can start using DOTS Email Validation 3 in your campaigns, forms and

workflows.

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Copyright © 2001-2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

trademarks of Service Objects, Inc.,

trademarks. Other names used herein

Marketo Webhook Testing Tip

Until you have been able to test the flow of a

campaign that uses the Webhook it is

recommended that you edit the schedule to

limit the possibility of unintended transactions

against the service.

In the Schedule section of a campaign, form or

other Marketo process be sure to select the

“only once” radio button and a low limit.

Once you are sure everything is working

properly you can adjust those options to suit

the needs of the campaign.

Service Objects and Marketo Webhook Integration Guide

1.805.963.1700 1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

, and Service Objects, Inc. owns other registered and un

ein may be trademarks of their respective owners.

Marketo Webhook Testing Tip

e been able to test the flow of a

campaign that uses the Webhook it is

recommended that you edit the schedule to

limit the possibility of unintended transactions

In the Schedule section of a campaign, form or

sure to select the

“only once” radio button and a low limit.

Once you are sure everything is working

properly you can adjust those options to suit

Service Objects and Marketo Webhook Integration Guide

1.800.694.6269

2016 Service Objects, Inc. All rights reserved. Service Objects and the logo are unregistered

unregistered

Tutorial