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Markety

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Easily integrate with the Marketo SOAP API to find and update leads.

This is a fork off of the [Rapleaf marketo_gem] (https://github.com/Rapleaf/marketo_gem) but has been updated to work with Savon v2.3.1. It makes connecting to your Marketo database to find and update leads a snap.

Install

Add this your Gemfile:

gem 'markety'

and run bundle install.

Examples

# Instantiate a new Markety client using your Marketo SOAP endpoint, User ID, and Encryption Key
client = Markety.new_client(USER_ID, ENCRYPTION_KEY, END_POINT)

# Get a lead from the Marketo database
lead = client.get_lead_by_email("[email protected]")

# Update a lead record
lead.set_attribute("Email", "[email protected]")

# Update a lead record with an attribute that isn't a string
lead.set_attribute("Activated", true, "Boolean") # [1]

# Sync the lead with Marketo
response = client.sync_lead_record(lead)

# Check if a lead is on a list
client.is_member_of_list?('The_List_Name', lead.idnum)

# Add a lead to a particular list
client.add_to_list('The_List_Name', lead.idnum)

# Remove a lead from a particular list
client.remove_from_list('The_List_Name', lead.idnum)

[1] Note that [the Marketo API does not let you create custom fields] (https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PpyEAAS#j_id0:j_id2:j_id9:j_id10:apexideas:j_id248) at this time. In order to set a custom attribute through the API, it must first be added from the Admin interface.
(Admin » Field Management » New Custom Field)

Options

# Turn of Savon logging - logging is helpful during development, but outputs a lot of text which you may not want in production
client = Markety.new_client(USER_ID, ENCRYPTION_KEY, END_POINT, { log: false })

Marketo Lead REST API

Marketo is releasing a new REST API to manage leads on June 20, 2014 so be sure to check developers.marketo.com after that date for another lead management integration possibility. Markety will still be under active development for other Marketo API actions that are not yet supported with their REST API.

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