Enrich with Dun & Bradstreet
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Installing a custom flow step requires Admin permissions in Marketo. Apart from the Installation URL, all other aspects of a serviced may be edited after completing initial onboarding by drilling down into the service detail screen from the Service Providers grid.
In Marketo navigate to Admin → Service Providers and click Add New Service
From here, follow the bellow steps to install and configure the flow step.
Flow Step Service
Confirm installation
To begin installation, you’ll need to first enter the install URL of the flow step shown above. This URL gives Marketo the basic information it needs to connect to and configure the flow step.
Flow Step Service
Enter Credentials
Please provide an API Key. Valid API credentials from Flowsteps.io are required to complete installation.
After you enter the installation URL you will be asked to enter your API Key. When you save your credentials, Marketo will attempt to verify that it is valid. If the credentials provided are invalid, you’ll see an error indicating this.
Flow Step Service
Approve Contexts & Finish
Flowsteps.io is requesting access to the following data contexts. When is invoked from a Smart Campaign, the data from these objects will be sent as contextual information to Flowsteps.io, such that processing may be completed.
My Tokens
Finally review the context data that will be sent to the to flow step, and approve.
Outbound Fields
The flow step does not use outbound fields.
Inbound Fields
Global Configuration Fields
Global user inputs that are passed along with every call to the flow step service. Global attributes can be set during installation or updated from the Service Provider admin menu.
Flow Step Fields
These fields are set for each individual instance of the flow step and are sent per-lead when it is called.
Context Data
Flow Step
Once the Enrich with Dun & Bradstreet flow step is installed it becomes available in smart campaigns.
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Trigger & Filter
Once the Enrich with Dun & Bradstreet flow step is in use the activity can be used as a trigger or a filter inside smart lists and smart campaigns.
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