--- title: "Connect Planports to Marketo - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Add Leads to List\" in Marketo." canonical: "https://apiant.ai/connect/planports-to-marketo" --- # Connect Planports to Marketo When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Add Leads to List** in [Marketo](https://apiant.ai/connections/marketo). Describe the whole flow and it is built, tested on every scenario and kept running. Planports **1** trigger Planports **12** actions Marketo **32** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Planports and Marketo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Planports can start in Marketo - When **New Contact** in Planports then **Add Leads to List** in Marketo - When **New Contact** in Planports then **Create or Update Lead** in Marketo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Planports and Marketo ## Triggers and actions 1 trigger · 44 actions - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Create Lead** Creates a new lead in Planports from a person's name, contact details, address and source information. Returns the response Planports gives for the new lead. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. - Action **Add Leads to List** Adds leads to a static list. - Action **Create or Update Lead** Creates a lead, or updates the existing lead with the same email. - Action **Delete company** Deletes one or more company records in Marketo, identified by Marketo id or by external company id. - Action **Delete Lead** Deletes a lead. - Action **Find companies** Finds Marketo companies whose chosen field matches any of the values you supply, returning up to 300 matching company records. - Action **Find Leads** Finds leads whose field matches any of the given values. - Action **Find opportunities** Finds opportunities whose chosen field matches one of the values you supply, returning up to 300 matching opportunities. - Action **Find program members** Finds members of a Marketo program whose chosen field matches one of the given values, returning up to 300 members. - Action **Get Activity Types** Returns every activity type, with its ID and attributes. - Action **Get Campaigns** Returns smart campaigns, optionally limited by name, program or workspace. - Action **Get Custom Object Records** Finds custom object records whose field matches any of the given values. - Action **Get email** Returns a Marketo email asset by its id, including subject, from/reply addresses, folder, template and approval status. - Action **Get Lead Activities** Returns lead activities of the given types since a paging token. - Action **Get Lead by Id** Returns one lead by its ID. - Action **Get Lead Field Names** Returns every lead field, with its API name, label and data type. - Action **Get Leads by List Id** Returns the leads in a static list. - Action **Get List by Id** Returns one static list by its ID. - Action **Get Lists** Returns static lists, optionally limited by name, program or workspace. - Action **Get Paging Token** Returns a paging token that starts reading activities from a date. - Action **Get program** Returns a Marketo program by its id, including its type, channel, status, folder, tags and period costs. - Action **List emails** Returns the email assets in your Marketo instance, optionally filtered by status, folder or last-updated date range. - Action **List programs** Returns the programs in your Marketo instance, optionally filtered by program, folder or workspace, or by last-updated date range. - Action **List smart campaigns** Returns the smart campaigns in your Marketo instance, optionally limited to a folder or program, an update-date window, or active campaigns only. - Action **Merge Leads** Merges one or more leads into a winning lead. - Action **Remove Leads from List** Removes leads from a static list. - Action **Request Campaign** Runs leads through a trigger smart campaign. - Action **Schedule Campaign** Schedules a batch smart campaign to run. - Action **Send sample email** Sends a sample of a Marketo email asset to an address, optionally populating tokens and dynamic content as a chosen lead. - Action **Sync Companies** Creates or updates companies. - Action **Sync Custom Object** Creates or updates custom object records. - Action **Sync Opportunities** Creates or updates opportunities. - Action **Update lead program status** Changes the program status (for example "Registered" or "Attended") of one or more leads that are already members of a Marketo program. ## Each app on its own - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) - [ **Marketo** Marketo provides powerful marketing automation software: email, lead management, analytics, and more.](https://apiant.ai/connections/marketo) Reviews ## What our customers say ## More from Planports - [ **Planports to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planports-to-salesforce) - [ **Planports to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planports-to-slack) - [ **Planports to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/planports-to-stripe) - [ **Planports to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/planports-to-shopify) - [ **Planports to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/planports-to-quickbooks-online) - [ **Planports to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/planports-to-trello) ## More into Marketo - [ **HubSpot to Marketo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-marketo) - [ **Salesforce to Marketo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-marketo) - [ **Slack to Marketo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-marketo) - [ **Google Sheets to Marketo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-marketo) - [ **Gmail to Marketo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-marketo) - [ **Google Calendar to Marketo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-marketo) Questions ## Planports and Marketo, answered ### ### What can start an automation from Planports? Any of Planports's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Marketo when something happens in Planports? Any of Marketo's 32 actions, including Create or Update Lead, Send sample email, Update lead program status and Add Leads to List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Marketo to Planports? Marketo has no triggers in the catalog today, so automations start in Planports. If you need the other direction, ask: your agent reads Marketo's API documentation and adds it. ### ### Do I have to build a connector for Planports or Marketo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Planports and Marketo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.