Overview – Why connecting Marketo matters

Connecting your Marketo instance is the first step toward unlocking Insentric’s full capabilities. Once connected, Insentric can access your lead and activity data, which powers lifecycle reporting, campaign performance insights, and attribution models.

This setup ensures your marketing data is unified, accurate, and ready for meaningful analysis — helping you make better, data-driven decisions.

Before continuing, make sure you’ve created a dedicated API user in Marketo. This user is required for authentication.

Step 1 – Open the Connections panel in Insentric

In Insentric, go to the Connections section from the left-hand menu. Under the Adobe Marketo Engage block, click Setup Connection.

Step 2 – Fill out the connection form

After clicking Setup Connection, a form will appear. Fill in the following fields:

Munchkin ID

Enter your Munchkin ID. If you’re unsure where to find it, check this Marketo article.

If the field is locked or greyed out, contact the Insentric Admin team for support.

Client ID and Client Secret

These values are created when you set up a custom LaunchPoint service in Marketo. You can find the full setup process in this article.

Step 3 – Submit and verify the connection

Once all fields are complete, click Submit, then refresh the page. The connection status will update to show whether your Marketo instance is successfully connected.

Next steps

After connecting your Marketo instance, we recommend setting up two smart lists:

• All Records Smart List – ensures your full database is available to Insentric.
• Records to Update Smart List – helps focus updates on relevant leads only.

These lists help maintain clean, efficient data syncing between Marketo and Insentric.

If you need help during setup, reach out to the Insentric support team anytime.