%8$s
', esc_html__( 'Create a Custom Service', 'advanced-form-integration' ), esc_html__( 'Log in to Marketo as an administrator and go to Admin → Users & Roles → SOAP API to ensure the API is enabled.', 'advanced-form-integration' ), esc_html__( 'Navigate to Admin → LaunchPoint → New Service, choose “Custom” and enter a name (e.g., “AFI Integration”).', 'advanced-form-integration' ), esc_html__( 'After saving, click “View Details” to reveal the Client ID and Client Secret. Copy both values and paste them above.', 'advanced-form-integration' ), esc_html__( 'Collect your instance host', 'advanced-form-integration' ), esc_html__( 'Go to Admin → Web Services and locate the “REST API” section. Copy the Base URL which looks like https://123-ABC-456.mktorest.com/rest.', 'advanced-form-integration' ), esc_html__( 'Strip the trailing /rest portion and paste the host (123-ABC-456.mktorest.com) into the Instance Host field above.', 'advanced-form-integration' ), esc_html__( 'AFI will call https://{host}/identity/oauth/token to obtain access tokens and reuse them across requests until they expire.', 'advanced-form-integration' ) ); echo adfoin_platform_settings_template( $title, $key, $arguments, $instructions ); // phpcs:ignore WordPress.Security.EscapeOutput.OutputNotEscaped } add_action( 'adfoin_action_fields', 'adfoin_marketo_action_fields' ); function adfoin_marketo_action_fields() { ?> 'email', 'value' => __( 'Email Address', 'advanced-form-integration' ), 'description' => '', 'required' => true ), array( 'key' => 'firstName', 'value' => __( 'First Name', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'lastName', 'value' => __( 'Last Name', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'company', 'value' => __( 'Company', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'phone', 'value' => __( 'Phone', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'jobTitle', 'value' => __( 'Job Title', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'city', 'value' => __( 'City', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'state', 'value' => __( 'State/Province', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'country', 'value' => __( 'Country', 'advanced-form-integration' ), 'description' => '' ), array( 'key' => 'leadSource', 'value' => __( 'Lead Source', 'advanced-form-integration' ), 'description' => '' ), ); wp_send_json_success( $fields ); } add_action( 'wp_ajax_adfoin_get_marketo_credentials', 'adfoin_get_marketo_credentials' ); function adfoin_get_marketo_credentials() { if ( ! adfoin_verify_nonce() ) { return; } wp_send_json_success( adfoin_read_credentials( 'marketo' ) ); } add_action( 'wp_ajax_adfoin_save_marketo_credentials', 'adfoin_save_marketo_credentials' ); function adfoin_save_marketo_credentials() { if ( ! adfoin_verify_nonce() ) { return; } if ( isset( $_POST['platform'] ) && 'marketo' === $_POST['platform'] ) { $data = adfoin_array_map_recursive( 'sanitize_text_field', wp_unslash( $_POST['data'] ) ); adfoin_save_credentials( 'marketo', $data ); } wp_send_json_success(); } add_action( 'adfoin_marketo_job_queue', 'adfoin_marketo_job_queue', 10, 1 ); function adfoin_marketo_job_queue( $data ) { adfoin_marketo_send_data( $data['record'], $data['posted_data'] ); } function adfoin_marketo_send_data( $record, $posted_data ) { $record_data = json_decode( $record['data'], true ); if ( adfoin_check_conditional_logic( $record_data['action_data']['cl'] ?? array(), $posted_data ) ) { return; } $data = isset( $record_data['field_data'] ) ? $record_data['field_data'] : array(); $cred_id = isset( $data['credId'] ) ? $data['credId'] : ''; $task = isset( $record['task'] ) ? $record['task'] : ''; if ( ! $cred_id || ! $task ) { return; } $fields = array(); foreach ( $data as $key => $value ) { $parsed = adfoin_get_parsed_values( $value, $posted_data ); if ( '' !== $parsed && null !== $parsed ) { $fields[ $key ] = $parsed; } } if ( 'create_lead' === $task ) { adfoin_marketo_upsert_lead( $fields, $record, $cred_id ); } } function adfoin_marketo_upsert_lead( $fields, $record, $cred_id ) { $email = isset( $fields['email'] ) ? trim( $fields['email'] ) : ''; if ( ! $email ) { return; } $input = array( 'email' => $email, 'firstName' => isset( $fields['firstName'] ) ? $fields['firstName'] : '', 'lastName' => isset( $fields['lastName'] ) ? $fields['lastName'] : '', 'company' => isset( $fields['company'] ) ? $fields['company'] : '', 'phone' => isset( $fields['phone'] ) ? $fields['phone'] : '', 'jobTitle' => isset( $fields['jobTitle'] ) ? $fields['jobTitle'] : '', 'city' => isset( $fields['city'] ) ? $fields['city'] : '', 'state' => isset( $fields['state'] ) ? $fields['state'] : '', 'country' => isset( $fields['country'] ) ? $fields['country'] : '', 'leadSource' => isset( $fields['leadSource'] ) ? $fields['leadSource'] : '', ); $input = array_filter( $input, static function( $value ) { return '' !== $value && null !== $value; } ); $payload = array( 'action' => 'createOrUpdate', 'lookupField' => 'email', 'input' => array( $input ), ); adfoin_marketo_request( 'leads.json', 'POST', $payload, $record, $cred_id ); } function adfoin_marketo_add_to_list( $fields, $record, $cred_id ) { $email = isset( $fields['email'] ) ? trim( $fields['email'] ) : ''; $list_id = isset( $fields['listId'] ) ? $fields['listId'] : ''; if ( ! $email || ! $list_id ) { return; } $lead_id = adfoin_marketo_get_lead_id_by_email( $email, $cred_id ); if ( ! $lead_id ) { $create_response = adfoin_marketo_request( 'leads.json', 'POST', array( 'action' => 'createOrUpdate', 'lookupField' => 'email', 'input' => array( array( 'email' => $email, 'firstName' => isset( $fields['firstName'] ) ? $fields['firstName'] : '', 'lastName' => isset( $fields['lastName'] ) ? $fields['lastName'] : '', ), ), ), $record, $cred_id ); if ( is_wp_error( $create_response ) ) { return; } $lead_id = adfoin_marketo_parse_lead_id( $create_response ); } if ( ! $lead_id ) { return; } $endpoint = sprintf( 'lists/%s/leads.json', $list_id ); $payload = array( 'id' => $list_id, 'input' => array( array( 'id' => $lead_id ), ), ); adfoin_marketo_request( $endpoint, 'POST', $payload, $record, $cred_id ); } function adfoin_marketo_get_lead_id_by_email( $email, $cred_id ) { $endpoint = sprintf( 'leads.json?filterType=email&filterValues=%s&fields=id', rawurlencode( $email ) ); $response = adfoin_marketo_request( $endpoint, 'GET', array(), array(), $cred_id ); if ( is_wp_error( $response ) ) { return ''; } $body = json_decode( wp_remote_retrieve_body( $response ), true ); if ( isset( $body['result'][0]['id'] ) ) { return $body['result'][0]['id']; } return ''; } function adfoin_marketo_parse_lead_id( $response ) { if ( is_wp_error( $response ) ) { return ''; } $body = json_decode( wp_remote_retrieve_body( $response ), true ); if ( isset( $body['result'][0]['id'] ) ) { return $body['result'][0]['id']; } return ''; } function adfoin_marketo_request( $endpoint, $method = 'GET', $data = array(), $record = array(), $cred_id = '' ) { $credentials = adfoin_get_credentials_by_id( 'marketo', $cred_id ); if ( ! $credentials ) { return new WP_Error( 'missing_credentials', __( 'Marketo credentials not found.', 'advanced-form-integration' ) ); } $host = isset( $credentials['instanceHost'] ) ? rtrim( $credentials['instanceHost'], '/' ) : ''; $client_id = isset( $credentials['clientId'] ) ? $credentials['clientId'] : ''; $secret = isset( $credentials['clientSecret'] ) ? $credentials['clientSecret'] : ''; if ( ! $host || ! $client_id || ! $secret ) { return new WP_Error( 'missing_credentials', __( 'Marketo credentials are incomplete.', 'advanced-form-integration' ) ); } $token = adfoin_marketo_get_token( $credentials ); if ( ! $token ) { return new WP_Error( 'auth_failed', __( 'Unable to authenticate with Marketo.', 'advanced-form-integration' ) ); } $base = sprintf( 'https://%s/rest/v1/', $host ); $url = $base . ltrim( $endpoint, '/' ); $args = array( 'timeout' => 30, 'method' => $method, 'headers' => array( 'Authorization' => 'Bearer ' . $token, 'Content-Type' => 'application/json', ), ); if ( in_array( strtoupper( $method ), array( 'POST', 'PUT', 'PATCH' ), true ) ) { $args['body'] = wp_json_encode( $data ); } $response = wp_remote_request( $url, $args ); if ( $record ) { adfoin_add_to_log( $response, $url, $args, $record ); } return $response; } function adfoin_marketo_get_token( $credentials ) { $host = isset( $credentials['instanceHost'] ) ? rtrim( $credentials['instanceHost'], '/' ) : ''; $client_id = isset( $credentials['clientId'] ) ? $credentials['clientId'] : ''; $secret = isset( $credentials['clientSecret'] ) ? $credentials['clientSecret'] : ''; if ( ! $host || ! $client_id || ! $secret ) { return ''; } $cache_key = 'adfoin_marketo_token_' . md5( $host . $client_id ); $cached = get_transient( $cache_key ); if ( $cached ) { return $cached; } $identity_url = sprintf( 'https://%s/identity/oauth/token', $host ); $identity_url = add_query_arg( array( 'grant_type' => 'client_credentials', 'client_id' => $client_id, 'client_secret' => $secret, ), $identity_url ); $response = wp_remote_get( $identity_url, array( 'timeout' => 30 ) ); if ( is_wp_error( $response ) ) { return ''; } $code = wp_remote_retrieve_response_code( $response ); $body = json_decode( wp_remote_retrieve_body( $response ), true ); if ( 200 !== $code || empty( $body['access_token'] ) ) { return ''; } $token = sanitize_text_field( $body['access_token'] ); $expires = isset( $body['expires_in'] ) ? absint( $body['expires_in'] ) : 3500; set_transient( $cache_key, $token, max( 60, $expires - 60 ) ); return $token; } function adfoin_marketo_credentials_list() { foreach ( adfoin_read_credentials( 'marketo' ) as $option ) { printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) ); } }