Integrate with Marketo
How to integrate CraftChat and Marketo
< MANUAL >
to Marketo from CraftChat
・add a user who speaks to the chatbot as a lead
・add a user's conversation as activities
・add leads' answers or company information as information
to CraftChat from Marketo
・send a message to CraftChat's user by Webhook (use of "smart campaign")
CraftChat→Marketo
By setting the integration from CraftChat to Marketo, all users talked to chatbot will been automatically added to Marketo database as new Lead, and all conversations will also been added as Lead activities. If some user answered their company name, email address or phone number, etc, those profile information will also been updated to Marketo Lead.
1 setting at Marketo
1-1creating a role
login to Marketo and choose "Admin" → "Security" → "Users&Roles" → "Roles"
→ "New Roles"
name of the role："API role for CraftChat"
authority："Access to API" →check "Read-Write Custom Object"
Click ”CREATE"
1-2 Creating Users for CraftChat
Click to "Admin" → "Security" >> "Users&Roles" → "Users" → "Invite New Users"
how to add a new user
e-mail：api_cb_marketo@craftchat.ai
First name ：API
Last name：CB_Marketo
Reasons：none
Expired date：none
And click "next"
When you see the next page, click "API role for CraftChat" that you created 1-1 and also click "API only" and "NEXT". You do not need an invitation email only for "API only", so click "SEND" in "Step 3 ：message".
Done!
1-3 Acquisition Marketo REST API
Click to "Admin" → "Integration" → "LaunchPoint" → "New service"
how to add a new service
name：CraftChat
sevice：custom
details：CraftChat
for services' user：api_cb_marketo@craftchat.craftchat.ai
and click to "CREATE"
※Sample
go back to the "MENU" page and click "View Details" whose name is "CraftChat"
you will see "client Id" and "Client Secret" and copy these.
1-4 Acquisition Marketo REST API
"Admin" → "Integration" → "web service". Copy "Endpoint" and "ID" in "REST API" in Web service.
Once you have copied and save, this step has done!.
You can check "REST API" which includes Endpoint and Identity.
(this code will be used in 2.Setting on CraftChat )
1-5 creating custom activities
Once you created custom activities, users' activities will automatically be recorded. You can use that data for filters or triggers.
Click "Admin" → "Database Management " → "Marketo custom Activities"
The first step, creating activities on messenger.
Click "new custom activities"
Display Name：converse on messenger
API Name：converseOnMessannger_c
Description：none
Click "NEXT"
setting filters and triggers of conversation activities
Filter：Has conversation on Messenger
Trigger：Converses on Messenger
Click "NEXT"
setting definition of the main in custom activities
Display Name：Conversation
API Name：conversation
Description：Contents of the conversation
Click "SEND"
the next step it to make activities after "read"
Display Name：Read on Messenger
API Name：readOnMessenger_c
Description： none
Click "NEXT"
setting how show filters and triggers aster read activities
Filter：Has Read Message on Messenger
Trigger：Read Message on Messenger
Click "NEXT"
setting definition of the main in custom activities
Display Name：ReadMessage
API Name：readMessage
Description：Action of read message
Click "SEND"
1-6 Creating Custom Field
Click to "Admin" → "Field Management"
Click "New Custom Field" once again and follow the steps below
choose "type" in the field and "String"
Make setting of detail of custom fields
Display Name：CB Facebook ID
API Name：cb_facebookId
"CREATE" once you have input all information
2 Setting on CraftChat
Login into the dashboard on CraftChat, and click "account integrations" in all group on the left-hand side
then click "Integrate" and input the information obtain at 1-3 and 1-4.
Click to "Connect"
After Click to "Connect", you will see the page and
successfully integrated CraftChat with Marketo
Once conversations start, new users will be automatically recorded "lead base"
→"System Smart list"
all conversations will be kept automatically
when you want to add a company's information or a lead in setting, you integrate your CraftChat profile. See the link below.
Integrate Marketo with CraftChat
By setting the integration from Marketo to CraftChat, you can trigger a broadcast to all users had conversations with chatbot, by using Marketo webhook. Just like sending Email campaign, now you can send messages through Facebook Messenger
1 CraftChat setting
1-1 Issue API key
Login to CraftChat dashboard and click "API management" → "API key Management". Input API Names and explanations to the box and save it.
Then, click "Details" and copy "API key" and "API secret".
1-2 Creating Campaign Messages
choose the bot in which you want to create a campaign page, and go to create the page. you will add a "Campaign Group" as you add a page as usual.
then copy the blue button, "group name" on the top right-hand.
2 Setting in Marketo
2-1 Create Webhook
Login to Marketo, and click "Manage" → "Integrate" → choose "Webhook" →"New Webhook".
you add all information below and click "Create".
Webhook Name：send CraftChat
Request Type：POST
Templete：
{"senderKey": {{lead.CB Facebook ID}},
"source": "marketo",
"apiKey": "<apiKey get from 1-1>",
"apiSecret":"<apiSecret get from 1-1>"
}
request endcode：JSON
response type：JSON
Replace API key that you got at step 1-1 to API Secret.
keep other parts.
You will see the webhook on the right, and choose "Webhook action" → "Setting custom head"
click "Add" and type
Head : Content-type
Value : application/json and "SAVE".
2-2 Creating Trigger Campaign
"Marketing Activity" → "New"→ "new campaign folder"
decide your name as you like.
then we will create a "NEW" → "New Program"
Name：CraftChat (ex)
Program Type ：Default
Channel：Content
you will see the program on the right and click it to make "my Tokens". On the right, you choose "Text" and drag & drop.
Input "camld" in Token Name. Input the "campaign ID" that you got from 1-2 and "SAVE"
the next step is to choose "NEW" → "new smart campaign". the name is optional so choose as you like.
The name for this time the test is set to "send test message"
After you create a smart campaign, do the setting for "smart list".
It is possible for you to send a message to a specific user if you add the value set for "smart list" that is going to trigger "converses on Messenger" → conversations.
Then you set for "Flow" and "Schedule" for the next. In the flow, you will set "Call Webhook" that you have done step 2-1. Make sure to set "Apply" in the schedule. After setting, you will be able to send a message to a lead on Messenger from Market.
This is just an example of integration Webhook and triggers. Please try other integrations by using triggers that you have created 2-1.
That is all for this step!