How to integrate?
To enable this integration, your Marketo administrator will need to perform a few one-time setup steps within your Marketo Engage account. These steps will grant Hexus the necessary permissions to interact with your Marketo Lead Database. Please follow these instructions carefully: Step 1: Create an API-Only Role in Marketo- Log in to your Marketo Engage account as an Administrator.
- Navigate to Admin > Users & Roles > Roles.
- Click New Role.
- Give the role a descriptive name, such as “Hexus Integration Role”.
- Under Permissions, expand Access API and ensure the “Access API” checkbox is selected.
- Crucially, under Lead Database, select at least the “Read-Write Lead” (or “Read-Write Person”) permission. This grants Hexus the ability to create and update lead records.
- Click Create.
- Still in the Admin area, navigate to Users & Roles > Users.
- Click Invite New User.
- Enter a descriptive Email Address, First Name (e.g., “Hexus”), and Last Name (e.g., “API User”).
- Click Next.
- On the next screen, ensure the “API Only” checkbox is selected.
- From the list of roles, select the “Hexus Integration Role” you created in Step 1.
- Click Next, then Send to complete the user creation.
- In the Admin area, navigate to Integration > LaunchPoint.
- Click the New dropdown menu and select New Service.
- Provide a Display Name for the service (e.g., “Hexus Integration Service”).
- For Service, select “Custom”.
- Add a brief Description (e.g., “Integration for Hexus SaaS application”).
- From the API Only User dropdown, select the “Hexus API User” you created in Step 2.
- Click Create.
- In the LaunchPoint list, find your newly created “Hexus Integration Service” and click View Details.
- Copy the Client ID and Client Secret displayed on this screen.
- Next, navigate to Admin > Integration > Web Services.
- Under the REST API section, locate and copy the Endpoint URL (this is your Marketo Identity URL).
- Enter the Client ID, Client Secret and Endpoint URL on the Hexus integrations page. Your dedicated Hexus account manager can enable the integration for you.