Marketo to SAP C4C Leads Data Sync
This section describes the recipe for the data sync between Marketo Lead business object and SAP Cloud for Customer Lead business object.
SAP Cloud for Customer (C4C) is a cloud solution to manage customer sales, customer service, and marketing activities efficiently and is one of the key SAP solutions to manage customer relationships.
Marketo provides software platforms and technologies designed for marketing departments such as account-based marketing, which includes email, mobile, social, digital ads, web management, and analytics.
Business Use Case
The business purpose of this integration is to extract a qualified Lead (based on the Lead Score) from Marketo and sync the Lead into SAP Cloud for Customer.
Configuring Smart campaign and Webhooks in Marketo
1. Webhooks
a. Once logged in to Marketo, go to Admin->Webhooks to see the below page:
b. Click New Webhook and fill the required fields.
For URL, enter https://<<ICInstance>>/integration/rest/external/integration/submit/<<StageOfIntegration>>/<<IntegrationName>> and select Request Type as "POST".
c. Under Template, paste the following content:
{"createLead":"true","LeadID":"{{lead.id}}","C4C_Contact_ID":"
{{lead.c4CContactID}}","CompanyInfo":{"CompanyName":"{{company.Company Name}}",
"CompanyID":"{{company.externalCompanyId}}","CompanyNotes":"
{{company.companyNotes}}","ExternalSalesPersonID":"{{company.externalSalesPersonId}}"
,"MainPhone":"{{company.mainPhone}}","Website":"{{company.website}}",
"AccountHouseNumber":"{{company.accountHouseNo}}","NumberOfEmployees":"
{{company.numberOfEmployees:default=0}}","CompanyCity":"{{company.billingCity}}",
"ID":"{{company.id:default=0}}","CompanyCountry":"{{company.billingCountry}}",
"CompanyPostalCode":"{{company.billingPostalCode}}","CompanyState":"
{{company.billingState}}","CompanyStreet":"{{company.billingStreet}}",
"CompanyIndustry":"{{company.industry}}"},"LeadDescription":"{{lead.leadDescription}
}","lastName":"{{lead.Last Name}}","firstName":"{{lead.First Name}}"}
d. Select Request Token Encoding as None, and select Response type as JSON.
e. Click Create.
The following image is a screen shot of the Create Webhook page:
2. Smart Campaign
a. Navigate to Marketing Activities and click New Smart Campaign.
b. Select a folder and enter the Name, Description, and click Create.
The following image displays the WebhookTestCampaign window:
c. Click Smart List tab and on the right pane select Score is Changed trigger, and drop it under the Smart List tab.
For the default Score Name constraint, select condition as is and enter the value as Person Score.
d. Click Add Constraint menu, to add a New Score constraint.
Under New Score, select the condition as greater than and the value as 60.
A sample screenshot is shown below:
e. Click on the Flow tab.
On the right side pane, select Call Webhook under Integration and drop it under the Flow tab.
f. Select the web hook created in 2.1.1. A sample screen shot is shown below:
g. Click on the Schedule tab and click Activate:
Product Compatibility
The recipe is tested for the SAP Cloud for Customer product version 1908.04.0006. Hence the recipe is compatible to run for the tested and also older versions of the product.
Data Sync Flow
This integration "MarketoToSAPC4CLeadsDataSync" is designed to run for real-time sync using Webhooks and Smart Campaigns in Marketo. Based on the Lead input from Marketo, appropriate Accounts, Contacts, and Leads should be created in SAP C4C.
The following flow diagram represents the same:
Operations Used
1. SAP C4C
SL.NO | Operation Name | Description | Query | Notes |
1 | queryAccounts_ MarketoLeadTo SAPC4CLea | Query SAP C4C Accounts | AccountID eq '%C4C_Account_ID%' Name eq '%CompanyName%' . | |
2 | queryContacts_ MarketoLeadTo SAPC4CLea | Query Contacts from SAP C4C | ContactID eq '%C4C_Contact_ID%' FirstName eq '%firstName%' and LastName eq '%lastName%' LastName eq '%lastName%' | |
3 | createLeanLead_ MarketoLeadTo SAPC4CLe | Create a Lead in SAP C4C | NA | |
4 | patchContact_ MarketoLeadTo SAPC4CLead | Patch Contact to a Particular Account in SAP C4C | NA | |
5 | getCorporateAccount CountryCode | Get list of Country codes for Account object defined in SAP C4C | NA | Caching enabled |
6 | getCorporateAccount IndustrialSecCode | Get list of Industry Codes for Account object defined in SAP C4C | NA | Caching enabled |
7 | getCorporateAccount StateCode | Get list of State codes for Account object defined in SAP C4C | NA | Caching enabled |
8 | getContactBusiness AddressCountryCode | Get list of Country codes for Contact object defined in SAP C4C | NA | Caching enabled |
9 | getContactBusiness AddressStateCode | Get list of State codes for Contact object defined in SAP C4C | NA | Caching enabled |
10 | getContactStatusCode | Get list of Status codes for Contact object defined in SAP C4C | NA | Caching enabled |
11 | getContactSalutation | Get list of Salutation codes for Contact object defined in SAP C4C | NA | Caching enabled |
12 | getContactDepartment Codes | Get list of Department codes for Contact object defined in SAP C4C | NA | Caching enabled |
13 | createContact_ MarketoLeadToSAPC4CLea | Create Contact in SAP C4C | NA | |
14 | createCorporateAccount HasContactPers | Link a Contact to a Department | NA | |
15 | createContact TextCollection | Link Person notes to a Contact | NA | |
16 | createAcc_MarketoLeadTo SAPC4CLeads | Create a Prospect in SAP C4C | NA | |
17 | createCorporateAccount TextCollection | Link Company notes to an Account | NA | |
18 | createCorporate AccountTeam | Link a SalesPersonID to Owner in an Account | NA | |
Marketo
SL.No | Parameter | Description | Query |
1 | getLeadById_ MarketoLeadToSAPC4CLeads | Get Lead information for a matching ID. | NA |
2 | upsertLead_ MarketoLeadToSAPC4CLeads | Update a Marketo Lead/Person with created Contact in SAP C4C | NA |
