Create an API Role
1. In the Marketo Admin area, click Users & Roles in the Security section on the left menu.
2. Click the Roles tab, then click New Role.
3. Create a new role called “API Role,” and under the Access API section, grant permission to
- Read-Write Lead (this may be called Read-Write Person in your instance of Marketo)
- Read-Write Company
- Read-Write Activities.
Click Create when you’re done.
Create an API User
It’s Marketo best practice to create a unique API user and custom service for every REST integration in your instance. In the following steps, you’ll be creating a new user and service for your Lattice scoring integration.
1. Click the Users tab and then click Invite New User.



Create a Launchpoint Service
1. Click Launchpoint in the Integration section on the left menu.
2. Click New underneath the Installed Services tab, then click New Service.
3. Use the following settings for your new service:
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Display name: Lattice LPI
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Service: Custom
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Description: LPI Scoring
-
API Only User: [select the user you created in the previous step]
Click Create when you’re done.
Create Custom Fields
Keep in mind that fields created in Marketo will ONLY be visible in Marketo. Any of these fields that your sales team will want to see and use should be created in your CRM and then synced to Marketo.
Most Lattice customers create all their fields in Marketo except for the rating field. This is the process shown in the steps below, but feel free to include more fields in your CRM if you want to.
1. Click Field Management in the Database Management section on the left menu.
2. Click New Custom Field underneath the Field Management tab.
3. Create a field for your Lattice Score using the following values:
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Type: Integer
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Name: Lattice Score
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API Name: latticeScore
Click Create when you’re done.
4. Repeat the field creation process to create a field for a scoring timestamp using the following values:
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Type: Datetime
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Name: Lattice Timestamp
-
API Name: latticeTimestamp
5. Repeat the field creation process to create a field for a webhook timestamp using the following values:
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Type: Datetime
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Name: Lattice Webhook Timestamp
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API Name: latticeWebhookTimestamp
6. Ask your CRM administrator to create the following field in your CRM to display to the sales team:
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Type: Text/String
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Name: Rating
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API Name: [depends on your CRM convention]
- Objects: Lead and Contact (ensure fields are mapped)
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