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Integration Guide

How to Sync GrowSurf Referral Data to Marketo People

Four values from your Marketo REST setup, and referral data lands on every person — no list to pick.

Want the full setup walkthrough?

Use these docs for exact setup steps, supported fields, and troubleshooting.

GrowSurf adds and updates people in Marketo and fills in 15 lead fields holding each participant’s referral link, referral counts, referrer details, and milestone progress.

Marketo is the one integration in this family with no list or tag to choose. Once connected, GrowSurf writes to your instance directly, and you decide what to do with the data using smart lists and smart campaigns.

Integration Steps

Collect four values from Marketo

GrowSurf needs your Client ID, Client Secret, REST API Endpoint URL, and Identity URL. The Client ID and Client Secret come from a custom service under Admin > Integration > LaunchPoint; the REST API Endpoint URL and Identity URL are listed under Admin > Integration > Web Services. Adobe’s guide to creating a custom service walks through the first half.

Enter them in GrowSurf

Open Program Editor > 4. Options > Integrations and search for Marketo.

Searching for Marketo in the GrowSurf Program Editor integrations list
Search the integrations list in Program Editor > 4. Options > Integrations.

Expand the card, paste all four values, and submit.

The Marketo integration card in GrowSurf with fields for client ID, client secret, REST endpoint, and identity URL
Marketo takes four values. Each field links to where it lives in Marketo.

There is no list to choose

Once connected, GrowSurf adds or updates people in Marketo every time a participant joins or gets referred. Connect before you import participants — the sync covers people added from that point on. If they are already in the program, use the existing-participant sync options.

Know your lead fields

GrowSurf dataTokenTypeWhat it holds
Share URL{{lead.GrowSurf Share URL}}TextThe participant’s unique referral link
Participant ID{{lead.GrowSurf Participant ID}}TextThe participant’s GrowSurf ID
Referral Status{{lead.GrowSurf Referral Status}}TextCREDIT_PENDING, CREDIT_AWARDED, or CREDIT_EXPIRED
Participant first name{{lead.GrowSurf First Name}}TextThe participant’s first name
Participant last name{{lead.GrowSurf Participant Last Name}}TextThe participant’s last name
Referrer first name{{lead.GrowSurf Referrer First Name}}TextThe referrer’s first name, when there is one
Referrer last name{{lead.GrowSurf Referrer Last Name}}TextThe referrer’s last name, when there is one
Referrer email{{lead.GrowSurf Referrer Email}}TextThe referrer’s email, when there is one
Total referral count{{lead.GrowSurf Total Referral Count}}NumberAll-time referral count
Monthly referral count{{lead.GrowSurf Monthly Referral Count}}NumberReferral count for the current month
Previous monthly referral count{{lead.GrowSurf Previous Monthly Referral Count}}NumberReferral count for the previous month
Next milestone{{lead.GrowSurf Next Milestone}}TextThe next milestone message, on programs with milestone rewards
Next monthly milestone{{lead.GrowSurf Next Monthly Milestone}}TextThe next monthly milestone message, when there is one
Total invite count{{lead.GrowSurf Total Invite Count}}NumberAll-time invite count
Total impression count{{lead.GrowSurf Total Impression Count}}NumberAll-time referral-link view count

These are ordinary lead fields, so smart lists can filter on them and emails can print them with {{lead.*}} tokens.

Tips

Four values, one visit

The credentials sit under LaunchPoint and the URLs under Web Services. Collect all four before you open the GrowSurf card.

Check a synced person before you build the smart list

Open one person GrowSurf has already synced and confirm the field names and values there. Building a filter against a field you have actually seen beats building one from a table.

Counts are the useful filter

{{lead.GrowSurf Total Referral Count}} separates advocates from everyone else, which is the segmentation most referral programs actually need.

FAQ

Which Marketo credentials does GrowSurf need?

Client ID, Client Secret, REST API Endpoint URL, and Identity URL.

Do I pick a list or a program?

Neither. GrowSurf writes people to your Marketo instance directly, and you segment with smart lists.

What is the token for the referral link?

{{lead.GrowSurf Share URL}}.

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