Integrate Webflow Optimize with Marketo

Updated

Learn how to integrate Marketo with Webflow Optimize.

Integrating Webflow Optimize with Marketo lets you import your contact lead info to unlock more focused audience targeting and granular reporting capabilities. You can also track forms so that you can report on and optimize for form submissions.

How to create a new role in Marketo

You’ll first need to create a new role in Marketo, which contains the read-only permissions that Webflow needs to import and sync data. Start in your Marketo dashboard:

  1. Go to Admin > Security
  2. Click Users & Roles
  3. Open the Roles tab
  4. Click New Role
  5. Enter a name and description (e.g., Role Name: Webflow Optimize Role; Description: API Access)
  6. Click the plus icon in Permissions and select the following: Read-Only Activity, Read-Only Activity Metadata, Read-Only Assets, Read-Only Lead (Person)
  7. Click Create

How to create a new "API Only" user in Marketo

Then, you’ll assign a new "API Only" user to the role you made in the previous step.

Note

The email address below is only used to differentiate the user. No communication is ever sent to it, so you can use a fake email address if you want.

  1. Go to Admin > Security on your Marketo dashboard
  2. Click Users & Roles
  3. Open the Users tab
  4. Click Invite New User
  5. Enter info for the new user (e.g., Email: api.user@webflow.com; First Name: API; Last Name: User; Reason: Webflow Optimize User)
  6. Enter Never in the Access Expires field
  7. Click Next to view the permission assignments
  8. Select the custom role you created from the Roles list
  9. Choose API Only
  10. Click Next
  11. Click Send (no email invite will be sent)

How to create a new service in Marketo

Next, you can create a service and add the new "API Only" user to it, which will generate the Client ID and Client Secret. You'll need those to authorize Webflow Optimize to integrate with Marketo.

  1. Go to Admin > Integrations
  2. Click LaunchPoint
  3. Click New
  4. Choose New Service
  5. Enter “Webflow Optimize Integration” in the Display name field, “Custom” in the Service field, “Service to allow Webflow access” in the Description field, and “api.user@webflow.com” in the API Only user field
  6. Click Create
  7. Click View Details for the new service you just created
  8. Copy the Client ID and Client Secret to add to Webflow Optimize

How to get your Munchkin ID in Marketo

The Munchkin ID (also called Munchkin Account ID) is Marketo's custom JavaScript tracking code that tracks all individuals who visit your site. You’ll need to get your Munchkin ID to add it to Webflow.

  1. Go to Admin > Integration
  2. Click Munchkin
  3. Copy your Munchkin Account ID to add to Webflow Optimize

How to add your Marketo authentication info to Webflow

To authorize the connection between Webflow and Marketo, you can enter your Munchkin ID, Client ID, and Client Secret. You’ll first need to go to the Webflow Designer, then:

  1. Go to the Insights panel
  2. Click Integrations
  3. Click Set up under Marketo
  4. Enter your Munchkin ID, Client ID, and Client Secret
  5. Click Save

How to troubleshoot authentication errors:

Authentication errors are often caused by unseen erroneous characters or formatting data, which can be cleansed with a plain text editor. To troubleshoot authentication errors:

  1. Paste your Munchkin ID, Client ID, and Client Secret into a plain text editor (e.g., Notepad or TextEdit)
  2. If there are any extra spaces, delete them
  3. Re-copy the info from the plain text editor
  4. Paste the authentication info in Webflow to try again

How to import Marketo fields and lists in Webflow

Note

Fields that contain certain personal identifying information (PII), like date of birth or phone number, can't be imported.

Lists contain your known leads, while fields contain the individual data for each lead (e.g., email address). The integration automatically imports all of your static lists, and you can import up to 50 smart lists.

To import Marketo fields and lists in Webflow:

  1. Go to the Insights panel
  2. Go to Integrations
  3. Go to Import Settings under Marketo
  4. Click Import or Edit to adjust which fields or smart lists are imported
  5. Click Save

This will start the import process, which can take up to 30 minutes to complete.

How to troubleshoot the error: "Sync failed: updatedAt filter and/or SSI not enabled"

To sync data from Marketo to Webflow Optimize, your Marketo subscription needs to have the following functionality enabled. If one or both are disabled, you'll receive the "sync failed" error.

  • updatedAt filter
  • SSI: Solr (Spark) Indexer

Please contact Marketo Support and request both functions be enabled for your subscription.

How to track form submissions

You can import a Marketo form into Webflow to add form submissions from that form as a goal for reporting and optimization purposes.

To track form submissions:

  1. Go to the Insights panel
  2. Go to Integrations > Marketo
  3. Click Select the forms to track
  4. Choose the forms you want to track
  5. Click Save

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