MarketoUpsert

You can use this activity to create or update leads, opportunity, opportunity role, company, and custom objects, add or remove leads from a list, and request or schedule campaigns.

Configuration

The Configuration tab has the following fields.

Field Description
Connection The name of the Marketo connection used by this activity
Object The object to be upserted. The following object types are available:
  • Leads
  • List
  • Campaigns
  • Opportunity
  • Opportunity Role
  • Company
  • Custom objects that you created
Action
An action on the selected object. The actions vary according to the object that you specified.
Note: This field is available only when you select the Leads, List, Campaigns.

If you select the Leads object, the following actions are available:
  • Multiple Leads: you can create new leads within Marketo, or if the lead already exists, you can update it with the new values.
  • Associate: you can associate a lead with a cookie value. For example, you have the cookie value for an anonymous lead in Marketo, and you want to associate this anonymous lead data with a known lead.
  • Merge: you can merge leads.
If you select the List object, the following actions are available:
  • Add Leads: you can add one or multiple leads to a list.
  • Remove Leads: you can remove one or multiple leads from a list.
If you select the Campaigns object, the following actions are available:
  • Schedule Campaign: you can schedule a batch smart campaign to run either immediately or at a future date.
  • Request Campaign: you can run an existing Marketo lead in a Marketo smart campaign. The smart campaign must have a Campaign is Requested trigger with a Web Service API source.

No actions are available for custom objects since custom objects themselves are considered as endpoints.

Input Settings

The fields that you select in the Input Settings tab will be available in the input schema in the Input tab.

Field Description
Field Selector Select the fields that are used for updating leads. The Field Selector displays only the fields pertaining to the object that you selected in the Configuration tab. The fields you select here will also be available in the Input tab.

Input

Use the schema to specify the input fields.

Field Description
input Specify the fields that you require. You can use the mapper under the Search text box to map these fields or type them in manually. The information in this field varies depending on the object and its action that you selected in the Configuration tab. See the Marketo User's Guide under the "Connectors for TIBCO Business Studio™" node for more details.
Search Use this text box to search for a field in the mapper.

Output

This tab displays the activity output schema in a tree structure format. The output of an activity is displayed for informational purposes only and cannot be modified or altered. The information in this schema varies depending on the object and its action that you selected in the Configuration tab. See the Marketo User's Guide under the "Connectors for TIBCO Business Studio™" node for more details.

The properties that are displayed in the Output tab schema correspond to the output of this activity and can be used as input by subsequent activities in the flow.

Related concepts
Related reference