Summary
The Marketo webhook allows you to effectively use the SpotMe platform to build and manage an app for an event, based on data stored in Marketo, and to synchronize the data between both platforms.
What do you need?
- You will need to have created a SpotMe workspace (or event), and have the SpotMe event ID (EID). You can find the event ID by logging into the workspace via Backstage, the event ID will is visible in the URL, for example:
https://usadmin9.backstage.spotme.com/event/4xxxxxxeb494719bc283547yyyyy1064 - You will need a SpotMe API token.
Please ask your SpotMe organization admin for an API Developer access.
Once you have received the API Developer access, follow this article in order to generate a SpotMe API token.
Notes: The SpotMe API token will be used when you set up the Marketo webhook.
If you need help, you can reach out to the SpotMe support team by logging in to SpotMe Backstage and clicking on the “?” button located on the bottom lower left-hand side of the screen.
1. Configure Marketo
- In Marketo, open your program/campaign, then select the My Tokens tab.
- From the right-hand side menu drag and drop a Text field into the main screen.
- Enter a token name as SpotMeEID, then provide a value for it using the actual SpotMe event ID (for example 4xxxxxxeb494719bc283547yyyyy1064).
The SpotMe event ID is the ID of the event or app that you wish to push data to, from Marketo. This token will be used when we set up the Marketo Webhook.
If you would like to push additional data fields from Marketo to SpotMe, make sure you add the tokens in Marketo, and then add the same token as a User metadata in SpotMe Backstage.
For example, if you want to push “Ticket_Type” data from Marketo to SpotMe, make sure Marketo has this token set-up, and SpotMe has a “Ticket_Type” metadata field in the User metadata. - Click on Admin in the the upper right corner of the screen:
- In the menu to the left of the screen, click on Webhooks (under Integration):
- In the top menu, select New Webhook:
- A Pop-up will appear, please enter the following information:
Webhook name: Enter a mandatory name for the webhook.
Description: Enter an optional description for the webhook.
URL: Enter the URL as follows:
https://api.spotme.com/api/v2/workspace/{{my.SpotMeEID:default=edit me}}/global/docs/person
Request Type: Enter "POST".
Template: Please see below the code displayed in the template information section.
Request Token Encoding: Enter "None".
Response Type: Enter "JSON". - After entering the above information, click on Create:
- In the top menu, click on Webhook Actions, then select Set Custom Header:
- A Pop-up screen will appear.
Click on Add, and enter:
Header: Enter "Content-Type".
Value: Enter "application/json". - Click on Add, and enter:
Header: Enter "Authorization".
Value: Enter "Bearer {SpotMe API token generated in previous steps}". - Click on Save:
2. Set up the Marketo webhook template
The template is the document that contains the data that Marketo will push to SpotMe.
In the following webhook example, as part of the token we are sending the 4 mandatory fields and 1 optional:
Below is the text token that can be inserted in the Template field:
{
"_id": "{{my.SpotMeEID:default=edit me}}_{{lead.Id:default=edit me}}",
"fname": "{{lead.First Name:default=edit me}}",
"lname": "{{lead.Last Name:default=edit me}}",
"email": "{{lead.Email Address:default=edit me}}”,
”position": "{{lead.Job Title:default=edit me}}”,
}
SpotMe Field |
Marketo Field (Token) |
Mandatory? |
Notes |
_id |
my.SpotMeEventID_Lead.Id |
Yes |
SpotMe Person ID |
fname |
lead.First Name |
Yes |
Marketo Lead First Name |
lname |
lead.Last Name |
Yes |
Marketo Lead Last Name |
|
lead.Email Address |
Yes |
Marketo Lead Email Address |
position |
Lead.Job Title |
No |
Marketo Lead Job Title |
3. Configure and test the Webhook
- In Marketo, add a trigger to the Flow or Smart List that will initiate the webhook that you just created:
- Test the Flow/Smart List and make sure the webhook is triggered and the data is pushed to SpotMe.
To do so, go to the Results tab in your program/campaign, and look at the Call webhook activity type:If the Wehbook was successfully executed, you’ll see Response Code 200.
In addition, you’ll see the record was created in SpotMe Backstage:
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