Step 1: Create an API role
The API role determines which actions Conversion can perform in Marketo.- In Marketo, go to Admin → Users & Roles.
- Open the Roles tab.
- Click New Role.
- Enter a descriptive role name such as “Conversion API Role”.
- Select Access API.
- Click Create.
Step 2: Create an API-only user
This user represents the Conversion integration and should not be associated with an individual employee.- Return to Admin → Users & Roles.
- Open the Users tab.
- Click Create API Only User. In some Marketo instances, this may appear as Invite New User.
- Enter identifying information for the integration. For example:
- Email:
conversion-api@yourcompany.com(The email address is used as an identifier and does not need to belong to a real person or active inbox.) - First Name: Conversion
- Last Name: Integration
- Email:
- Assign the Conversion API Role created in Step 1.
- Click Create API Only User or Send, depending on your Marketo interface.
Step 3: Create a LaunchPoint service
- Go to Admin → Integrations → LaunchPoint.
- Click New → New Service.
- Enter the following details:
- Display Name: Conversion
- Service: Custom
- Description: Marketo integration for Conversion
- API Only User: Select the Conversion API-only user created above
- Click Create.
Step 4: Retrieve the connection details
- In the LaunchPoint services list, find the service you created.
- Click View Details.
- Copy the Client ID and Client Secret.
- Share both values with your Conversion team.