Lead Read

In this Article

Overview

You can use the Lead Read Snap to query the Lead database. Lead database objects include the following:

  • Leads

  • Companies

  • Named Accounts

  • Named Account List

  • Static List

  • Usage

  • Opportunities

  • Opportunity Roles

  • Sales Persons

  • Custom Objects

  • Activities

  • List and Program Membership

Prerequisites

A valid account with the required permissions. For more info, see Roles and Permissions.

Support for Ultra Pipelines

Works in Ultra Pipelines

Limitations

Known Issues

  • The Get Lead Activities REST API call fails while getting activities for the first page, because it expects a nextPageToken on the first page. Refer to Connecting to Marketo with the REST Snap Pack for a workaround.

  • If the API rate limit of 100 calls per 20 seconds exceed, the API responds with a 606 error code and the Snap fails.

  • Marketo Snaps do not support some special characters (for example, (𝖖𝖗𝖘𝖬𝖭𝖮𝗕𝗖𝘧𝘨𝘩𝛀𝛁𝛂𝛃𝛄𝛅𝛆𝛇,𝖗𝖘𝖬𝛌𝛗𝛘𝛙𝛴).

  • The Marketo Lead Read Snap has the checkbox Read All Pages, which does not apply to all the commands. A few commands (such as Get Paging Token, Member of List) do not support pagination due to the API limitation.

Snap Views

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Document

  • Min: 0

  • Max: 2

  • Mapper

  • Copy

Command to query the Lead database.

Output

Document



  • Min: 0

  • Max: 1

  • Mapper

  • Copy

Document with the record on the basis of the input command.

Snap Settings

  • Asterisk ( * ): Indicates a mandatory field.

  • Suggestion icon ( ): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon ( ): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon ( ): Indicates that you can add fields in the fieldset.

  • Remove icon ( ): Indicates that you can remove fields from the fieldset.

Field Name

Description

Field Name

Description

Label

Specify an unique label for the Snap.

Default Value: Lead Read
Example: Reading Lead

Command

Enter the command to query the Asset database to retrieve the desired recordsAlternatively, click the Suggestion  icon to fetch a list of commands. 

Some commands require specific data in the input view. In such cases, place the Mapper Snap as an upstream Snap

Lead Read Snap, validate the pipeline and note the Target Schema in Mapper Snap. 

Refer to the Marketo Lead Database document for details of each command

Default Value: N/A
Example: Get Activity Types

Query Parameters

You can use this fieldset to define the name and value for query parameters on request.

Ensure that the query parameters are unique and not defined in both input documents and properties.

Name 

Specify the name of the query parameter for retrieving assets.

Default Value: N/A

ExampleactivityTypeIds

Value

Specify the value for the query parameter for retrieving assets.

Default Value: N/A

Example12

Read All Pages

Select this checkbox to read all pages from Marketo for the specific input.

Default Value: Deselected.

Snap Execution

Select one of the three following modes in which the Snap executes:

  • Validate & Execute. Performs limited execution of the Snap and generates a data preview during Pipeline validation, then performs full execution of the Snap (unlimited records) during Pipeline runtime.

  • Execute only. Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled. Disables the Snap and all Snaps downstream from it.

Default Value: Validate & Execute 
Example: Disabled

Troubleshooting

Error

Reason

Resolution

Error

Reason

Resolution

MAX RATE LIMIT '100' EXCEEDED WITHIN '20' SECS’.

When a number of Pipelines run in parallel, the number of calls made within 20 seconds exceeded 100.

Refer to the Marketo documentation for resolution.

Concurrency Limit: Maximum of 10 concurrent API calls.

The concurrent API calls must have exceeded 10 calls.

Ensure to avoid more than 10 concurrent API calls.

TOTAL MEMBERSHIP SIZE: 3841393 EXCEEDS THE LIMIT ALLOWED(100000) FOR THE FILTER.

The number of program members exceeds 100,000.

Set the filter such that the Snap can fetch only less than 1,00,000 records.

Refer to Program Members in the Marketo documentation for more details

Daily quota limit of API calls exceeded.

Most subscriptions are allocated 50,000 API calls per day (which resets daily at 12:00 AM CST).

Daily Quota: The maximum number of allocated API calls per day for most subscriptions are 50,000.
Refer to Marketo documentation for best practices.

1003, Too many results match the filter in case the Get Leads by Filter Type data is greater than 1000.

Marketo Get Leads by Filter Type command will fail if the lead filter is greater than 1000.

The Lead filter value must be lower than 1000.

Learn more about Leads, refer to Leads documentation.

Example

Including and Retrieving a Lead

This example Pipeline demonstrates how we can include a lead to the Lead database and retrieve that lead from the Lead database. We use the Lead Write and Lead Read Snaps to accomplish this task.


Initially, we pass the following required lead values and account name in the Pipeline as key-value parameters.

Key

Value

Key

Value

MarketoAccountName

DG_Marketo_Account

FirstName

Mary

Gender

Female

LastName

Smith

Create a lead and insert them into the Leads database

We begin with mapping the lead information (defined in the Pipeline parameters) using the Mapper Snap. Upon validation, we see the lead information in the output preview of the Snap.

Mapper Configuration

Mapper Output

Mapper Configuration

Mapper Output

Next, we configure the Lead Write Snap to insert the lead information into the Lead database. Upon validation, we see a confirmation on the lead created into the Lead database.

Lead Write Configuration

Lead Write Output

Lead Write Configuration

Lead Write Output

Query and retrieve a lead from the Lead database

Here, we map the information to a Lead Read Snap, which is used to query and retrieve the lead from the Lead database.

To this end, we configure the Mapper Snap to set the target path to have the Lead ID. Upon validation, we see the output with lead ID information.

Mapper Configuration

Mapper Output

Mapper Configuration

Mapper Output

Next, we configure the Lead Read Snap, to retrieve the lead information by the Lead ID.

Lead Read Configuration

Lead Read Output

Lead Read Configuration

Lead Read Output

Download this Pipeline.

  File Modified

File Example_Lead_Read_Retrieving_A_Lead.slp

Sept 12, 2022 by Lakshmi Manda

Snap Pack History