Marketo - Upsert object action
This action creates or updates an object in Marketo.
| Field | Description |
|---|
| Object | The type of object to upsert. |
Refer to the relevant sections to learn how to configure the input fields for the object you plan to upsert:
| Field | Description |
|---|
| Lookup field (dedup) | This field is used to identify unique records. Options include Cookies, Email address, Marketo Social Twitter ID, Marketo Social Facebook ID, Marketo Social LinkedIn ID, SFDC Account ID, SFDC Contact ID, SFDC Lead ID, and SFDC Lead Owner ID. |
| Lead fields | Expand to configure the fields associated with the lead for the upsert action. |
Refer to the Marketo documentation for a list of standard fields available through the API. This list includes common fields but may not cover all input fields specific to this action.
| Field | Description |
|---|
| Opportunity fields | Expand to configure the fields associated with the opportunity for the upsert action. |
| External opportunity ID | Provide the unique ID for the opportunity in an external system. |
| External opportunity campaign ID | Enter the campaign ID associated with the opportunity from an external source. |
| Amount | Fill in the total amount for the opportunity. |
| Close date | Enter the date when the opportunity is expected to close. |
| Description | Provide a brief description of the opportunity. |
| Expected revenue | Fill in the estimated revenue expected from the opportunity. |
| External company ID | Enter the external ID for the company associated with this opportunity. |
| External created date | Provide the date when the opportunity was created in an external system. |
| External sales person ID | Enter the ID of the salesperson from an external system. |
| Fiscal | Specify the fiscal period for this opportunity. |
| Fiscal quarter | Provide the fiscal quarter when this opportunity falls. |
| Fiscal year | Enter the fiscal year for the opportunity. |
| Forecast category | Specify the forecast category for this opportunity. |
| Forecast category name | Enter the name of the forecast category for the opportunity. |
| Is closed | Indicate whether the opportunity is closed. |
| Is won | Indicate whether the opportunity has been won. |
| Last activity date | Provide the date of the last activity related to this opportunity. |
| Lead source | Enter the source from which the lead originated. |
| Name | Fill in the name of the opportunity. |
| Next step | Provide details about the next step for this opportunity. |
| Probability | Enter the probability of winning this opportunity (as a percentage). |
| Quantity | Specify the quantity of items or services in the opportunity. |
| Stage | Provide the current stage of the opportunity. |
| Type | Enter the type or classification of the opportunity. |
| Field | Description |
|---|
| Opportunity role fields | Expand to configure the fields associated with the opportunity role for the upsert action. |
| External opportunity ID | The unique identifier for the opportunity from an external system. |
| Lead ID | The unique identifier for the lead associated with the opportunity role. |
| Role | The role of the lead in the opportunity. |
| External contact ID | The unique identifier for the contact from an external system. |
| External ID | A general external identifier for the opportunity role, if applicable. |
| External created date | The date when the opportunity role was created in the external system. |
| Is primary | Indicates whether this role is the primary role for the opportunity. |
| Field | Description |
|---|
| Custom object / Custom object name | Select a custom object name from the list, or enter a custom object name with the suffix _c. |
| Custom object fields | Expand to configure the fields associated with the custom object for the upsert action. |
Output
The output fields vary depending on the object you select for the action.
Lead output fields
| Field | Description |
|---|
| Marketo GUID | The unique identifier assigned to the lead in Marketo. |
Opportunity output fields
| Field | Description |
|---|
| Marketo GUID | The unique identifier assigned to the opportunity in Marketo. |
Opportunity role output fields
| Field | Description |
|---|
| Marketo GUID | The unique identifier assigned to the opportunity role in Marketo. |
Custom object output fields
| Field | Description |
|---|
| Marketo GUID | The unique identifier assigned to the custom object in Marketo. |