Using the Marketo Merge Lead Activity

Use the Merge Lead activity to merge lead in Marketo.

About this task

Use this task to merge two or more leads. The call to this activity is a synchronous call where the input data is sent to the activity for processing and the response is sent back to the orchestration.

Procedure

  1. Right click the Orchestrations section and select new orchestration.
  2. Drag the newly created Marketo endpoint to the orchestration and select Merge Lead.
  3. The Merge Lead activity will be added to the orchestration. Double click the activity. The Marketo Merge Lead Checklist is displayed.
  4. In the Checklist, click Retry. Review the default settings and make the required changes.
  5. Click the Map Inputs in the Checklist. The XML Schemas generated for that operation are displayed as nodes under the request input parameter in the To Activity panel.
  6. Create a map between the orchestration variables and the input parameter of the activity.
    • Mandatory Fields:
      • Id
      • LeadIds
    Note: Values must be provided at run time for the mandatory elements of the input structure. A value can be provided by specifying a default value for element or by linking the element with an input node. During run time if no value is provided for a mandatory element, the activity throws an exception, which is reported by the Web Management Console. If a value is not provided at run time for an optional input parameter, no exception is thrown during run time.
  7. Select the Map Outputs in the Checklist. The XML Schema generated to hold the response of the activity is displayed as nodes under the response output parameter in the From Activity panel.
  8. Create a map between the output parameters and orchestration variables.

Results

You have configured the Marketo Merge Lead activity.
Note: You can merge multiple leads at one go using this activity since the input variable is unbounded.



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Timestamp icon Last updated: Tuesday, 27 September 2016


http://pic.dhe.ibm.com/infocenter/wci/v7r0m0/topic/com.ibm.wci.doc/Marketo_merge_lead_activity.html