To connect Insentric to Marketo, you’ll need API credentials. This guide walks you through how to generate those credentials by creating a custom API role, an API-only user, and a LaunchPoint connector within your Marketo instance.

Create a dedicated Insentric API role — grant only necessary permissions

To minimize risk, create a dedicated role that grants Insentric only the access it requires. Avoid assigning it to broader roles used by other tools. Use the following configuration details when setting up the role.

1. Log in to your Marketo instance with admin access.
2. Go to Admin → Users & Roles, then click the Roles tab.
3. Click New Role.
4. Configure the role as follows:
   • Role Name: Insentric API
   • Description: Permission set for read-only access to Marketo
   • Permissions: Select only the following:
     • Access API → Approve Assets
     • Access API → Read-Only Activity
     • Access API → Read-Only Activity Metadata
     • Access API → Read-Only Campaign
     • Access API → Read-Only Company
     • Access API → Read-Only Custom Object
     • Access API → Read-Only Custom Object Type
     • Access API → Read-Only Lead
     • Access API → Read-Only Opportunity
     • Access API → Read-Only Salesperson
     • Access API → Read-Only Platform Insight Metrics
     • Access API → Read-Write Assets
5. Click Create.

Create a dedicated Insentric API user — assign the new role

1. Go to the Users tab and click Create API Only User.
2. In the popup, enter:

• Email: [email protected]
• First Name: Insentric
• Last Name: API User
• Roles: Insentric API

Set up LaunchPoint connector — finalize Insentric setup

1. Go to Admin → LaunchPoint.
2. Click New → New Service.
3. Use these values:
   • Display Name: Insentric
   • Service: Custom
   • Description: (Optional) For internal use only
   • API Only User: Select the Insentric API User

Click Create, then click View Details to get your Client ID and Client Secret. These credentials will be needed during the Insentric platform configuration.