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.

2. Give the user a descriptive name like “Lattice API User” and an email address using the pattern [your-company].LPI@lattice-engines.com (e.g., “acme.LPI@lattice-engines.com”). The email need not be active.

Then click Next.

3. Select the API Role that you created in the previous section as the user’s role, and make sure API Only is checked.

4. Click Send.

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:

Display name: Lattice LPI
Service: Custom
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:

Type: Integer
Name: Lattice Score
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:

Type: Datetime
Name: Lattice Timestamp
API Name: latticeTimestamp

5. Repeat the field creation process to create a field for a webhook timestamp using the following values:

Type: Datetime
Name: Lattice Webhook Timestamp
API Name: latticeWebhookTimestamp

6. Ask your CRM administrator to create the following field in your CRM to display to the sales team:

Type: Text/String
Name: Rating
API Name: [depends on your CRM convention]
Objects: Lead and Contact (ensure fields are mapped)

You have now enabled Marketo to receive scores from Lattice Predictive Insights. In the next step, you’ll enable the Lattice Predictive Insights platform to send those scores to Marketo.

Articles in this section

Step 1: Setup in Marketo Admin

Create an API Role

Create an API User

Create a Launchpoint Service

Create Custom Fields

You have now enabled Marketo to receive scores from Lattice Predictive Insights. In the next step, you’ll enable the Lattice Predictive Insights platform to send those scores to Marketo.

Comments

Articles in this section

Create an API Role

Create an API User

Create a Launchpoint Service

Create Custom Fields

You have now enabled Marketo to receive scores from Lattice Predictive Insights. In the next step, you’ll enable the Lattice Predictive Insights platform to send those scores to Marketo.

Related articles