13Workflow Integrations

Spreadsheets Imports and Exports

Oracle DataFox lets you import and export lists using spreadsheets. You can also import Oracle DataFox columns with custom data in bulk.

    Growth Equity Use Case

    Oracle DataFox lets you import lists, allowing you to inject proprietary information for further analysis.

    Examples of what you can send include:

    • PitchBook Fields

    • Proprietary information from a spreadsheet (aggregated software review metrics)

    • Similar Web traffic

    Let's see how we can send this information directly to Oracle DataFox.

    Initially, we’ll use a PitchBook scenario as an example. Therefore, you need to create a Custom Field.

    Note: The instructions mentioned in the Create Custom Field section use Pitchbook Pre-Money Evaluation as an example column. Choose your own column name as appropriate.

    Create Custom Field

    1. First, log in to your Oracle DataFox instance and navigate to Settings. Once there, you want to navigate to the Fields tab.

      Fields tab
    2. Here, you want to select Add Custom Field.

      Once done, another new window appears, allowing you to input proper information. In our example, we have it as such:

      Add Custom Field
    3. Now that you have created the Custom Field, you need to upload the relevant customer information. This will differ based on your organization, but we’ll use one of our CSV files as an example.

      Create Field

    Uploading Custom CSV

    1. To accurately push information over to Oracle DataFox, make sure your columns in a CSV or Excel file are accurate, like this screenshot.

      CSV file
      Note: These are sample metrics not from PitchBook. Please do not use these in your analysis.
    2. With your list prepared, you want to upload this to Oracle DataFox. To do so, navigate to the Upload List tab in your software instance.

      Upload List tab
    3. As you can see, there’s an option to import your own CSV list! Select that and click Next.

      Upload a Company List
    4. On the next window, you can select and upload your list. Again, we’re using our example file.

      Browse your file
    5. You will see the list name appear before you upload. Click Next.

      Upload a Company List
    6. The next step is important, as you need to map this custom list to your custom field. Select the appropriate field under Mapped to Custom Field. Afterward, click Upload List.

      Mapped to Custom Field
    7. Afterward, you should see a message regarding the successful upload:.

      Successful upload

      Now, your list will upload and you have successfully mapped custom information to your custom field.

    8. To use it, all you need to do is navigate to the Companies tab and select Fields.

      Customize Fields

    As you can see, your custom field now shows up! You can drag as desired to improve the interface organization while simultaneously taking advantage of its feature.

      Sales Team Use Case

      The list import function allows you to inject custom information into Oracle DataFox to give your reps accurate data. Or, it creates more strategic options when identifying top performing accounts.

      For example, you can send over:

      • MAU (monthly active users) from MixRank or Apptopia

      • Similar Web (web traffic)

      • Custom CRM information (eg Hubspot account owner)

      To use this strategy, you must create and filter custom fields. Let’s see how.

      Create Custom Field

      1. Sign in to Oracle DataFox and navigate to Settings.

        Settings
      2. Click Fields. You can see custom fields that you have created.

      3. Click Add Custom Field.

        Add Custom Field

        Now, a new window appears. Here, you can create your custom field with details preferred. For our example, we’ll make a custom field with Hubspot Account Owner. You can set a description and modify its type, but for now, we’ll leave it as Text. Now, select Create Field.

        Create Field
      4. The created custom field now shows up as shown in this screenshot.

        Custom Field

      Now that you have created the Custom Field, you need to upload the relevant customer information. This will differ based on your organization, but we’ll use one of our CSV files as an example.

      Upload Custom CSV

      1. In your C column, make sure the name and Custom Field name match, as shown in this screenshot.

        CSV file
      2. With your list prepared, you want to upload this to Oracle DataFox. To do so, navigate to the Upload List tab in your software instance.

        Upload List tab
      3. As you can see, there’s an option to upload your own CSV list. Select that and click Next.

        Upload a Company List
      4. On the next window, you can select and upload your list. Again, we’re using our example file.

        Browse List
      5. You will see the list name appear before you upload. Click Next.

        Upload your List
      6. The next step is crucial, as you need to map this custom list to your custom field. Select the appropriate field under Mapped to Custom Field column. Afterward, you can select Upload List.

        Mapped to Custom Field
      7. Afterward, you should see a message regarding the successful upload.

        Successful Upload

        Now, your list will upload and you have successfully mapped custom information to your custom field.

      8. To utilize it, all you need to do is navigate to the Companies tab and select Fields.

        Customize Fields

      As you can see, your custom field now shows up! You can drag as desired to improve the interface organization while simultaneously taking advantage of its feature.

        Import Company Lists

        Uploading Company Spreadsheet Lists

        You can import a list of companies to Oracle DataFox using the Upload List function. This tool allows you to easily and quickly import your list(s) of companies from an excel file.

        If your list of companies is in a different format or is sourced directly from a website, you can also send the source directly to our analysts. Our analysts will parse the data, add a list of companies to your account, and notify you when it's ready.

        Why Import?

        There are a host of benefits when utilizing this process. Importing lists, for example, lets you select from several fields beyond names and URLs. This lets you create mappings to existing columns or the creation of new ones.

        There are also new functions with our Upload lists tool. You can take your spreadsheets with company names and URLs and enrich it with data. This lets you immediately export it as a CSV without needing to save it as a list on Oracle DataFox.

        We also provide a history tab which allows you to view any of your previous uploads.

        We'll demonstrate several ways to upload company lists.

        Option 1: Import List

        1. Upload List is accessible from anywhere on the Oracle DataFox module. When selected, you are presented with three options. Here, we'll start with Import list and save to DataFox option.

          Import list and save to DataFox
        2. When selected, you will be brought to another screen for uploading an Excel or CSV file.

          Import List into Oracle DataFox
        3. You can browse for your files or simply drag-and-drop them into the provided space. Additionally, you can name the list and add a description for improved clarity.

          When you upload the list, you will receive several messages indicating the upload process. Once successfully uploaded, you see a message like this screenshot.

          Successful import

          You can use this function to compare records with your CRM application, filter lists, get alerts, and much more.

          Now, let's look at our other options.

        Option 2: Upload List for Enriched CSV

        This option is suited to users if they prefer viewing lists in an Excel document. It also retains original company names and URLs while providing firmographic information (like location, headcount, revenue).
        1. Like our previous steps, you will select Upload to get an Enriched CSV.

          Upload to get an enriched CSV
        2. You can upload your Excel or CSV list directly, or drag and drop. Unlike the first option, however, you won't name or describe the file.

          Upload a Company List

        Option 3: Letting Oracle DataFox Process Your List

        For our third option, you can upload lists and documents of various types and allow Oracle DataFox experts to parse the information for you.

        These document types include Word, Excel, PDF, logo images, screenshots, website links, and text files.

        1. To access the feature, simply select the option Let us process your list for you, as shown in this screenshot.

          Process List
        2. On the next screen, you can upload the mentioned file types at your discretion.

          List Import Request
        3. When you upload your requested file, you will receive a message as shown in this screenshot.

          Upload notification

          The turnaround time for lists generally depends on the size of the list and the quality of data. Our analysts typically finish lists in 1-3 days. If you need the list request rushed for any reason, please include a note in the comments section.

          You can also view your history of uploaded lists in the History tab.

          History tab

          Importing lists will allow you to better organize potential prospects and create valuable contact leads. You should have a better understanding of how to take advantage of these powerful features.

          Download and Extract Company Info to .csv File

          You can download company info from the Data view in a List or Dynamic List. To do so, please follow the below steps:

          Step 1: Go to a List or Dynamic List.

          You can only download from a List or Dynamic List:

          Lists and Dynamic Lists

          If you need to create a custom List or Dynamic List, you must first set filters/check relevant companies. Once done, you can select Create Dynamic List or Add to List. This will allow you to download Data from your saved Lists module.

          Create List

          Step 2: Add fields for you to download.

          Now that you have your custom List (navigate to the Dashboard and select it), you can select the arrow icon and choose to download the columns per your specifications.

          Current Columns will only download the columns you set, while All Columns downloads all filters regardless of selection.

          Download Columns

          If you want to modify the columns to download, you can do so by selecting the Customize Fields option.

          Customize Fields icon

          This screenshot shows the Customize Fields dialog box.

          Customize Fields

          Download Round-by-Round Funding Info

          The download from the Data view only includes funding info for the latest round, date, amount, and investors. To download funding information by funding round, you'll need to do a separate download per these download by funding round instructions. See Download Round-by-Round Funding Amounts, Dates, and Investors.

            Create and Edit Custom Fields

            Customizing Fields and Columns

            You can easily create, order, and edit columns using the Customize Fields interface.

            To open the interface, click the icon in the Data view, located by selecting the Companies icon on the left:

            Customize Fields

            Add, Remove, and Reorder Columns

            You can easily adjust Active and Inactive columns by clicking the X or + icons next to the field names. You can also click and drag columns to reorder them in the Active/Inactive Fields (note that you cannot drag them across to Inactive/Active):
            Add, Remove, and Reorder Columns

            Create Customizable Columns

            To create a column you can edit with text, numbers, and dates, click the Manage Custom Column icon. This will bring you to the Settings page, where you can scroll down and select Custom Fields.

            From here, you can select which type of column to create (Text, Number, or Date fields). You can also create a Picklist, where you can define values for a drop-down. Or you can add a Teamlist, which will include a drop-down of DataFox users on your team account.

            Create Field

              Bulk Import and Append Custom Info to Oracle DataFox using Custom Columns

              This article will demonstrate:

              • How to Create Custom Fields

              • How to Bulk Append Oracle DataFox Columns with Custom Data

              Generate Custom Fields

              1. Navigate to the My Lists tab and select a list. Click the dotted icon within a List or search page.

                Customize Fields icon
              2. Click the Manage Custom Fields button.

                Manage Custom Fields
              3. Once you select the option, you are taken to the Settings module.

              4. Add Custom Fields from the Settings Page.

                Add Custom Field
              5. Once selected, you can define what type of column you want to create (Text, Number, or Date fields).

                Define Custom Field

              Bulk Append Oracle DataFox Columns with Custom Data

              With these columns created in Oracle DataFox, you'll need to collect the company information you'd like to import into an Excel or CSV file format.

              Whichever file format you choose, the first two column names MUST be 'Name' and 'URL' followed by any custom information that you'd like to append to the profiles.

              CSV file format

              With this data in order, return to your Oracle DataFox home dashboard and select Upload List to import a list.

              Import List and save to Oracle DataFox

              You can select a file or drag it into the available space. Name your list and apply a description, then, click Next.

              Browse file

              With your details ready, you want to map your list to a Custom Field. the Custom Field field will have different characteristics based on your criteria.

              When mapped, you can upload the list.

              You will receive a notification the list has been uploaded. Once complete, you can locate it under the Lists tab.

              Uploading Custom Columns to the Data Table View

              1. To make your custom columns visible, select Customize Fields.

                Customize Fields
              2. Selecting a Custom Column to display in the Data Table View.

                Once inside the Custom Column window, your custom column (s) should be visible in the Active Columns tab.

                Manage Custom Fields

                After it’s set in the active column, it will appear in the data table view. Remember you can drag where you want your custom field to appear in the Active Column field.

                Download Round-by-Round Funding Amounts, Dates, and Investors

                You can download round-by-round funding info by going to any company Profile or List.

                Note: Downloading funding rounds only works for lists, not for dynamic lists.

                Download Funding Info for Single Company

                1. Select preferred Company Profile.

                  Company Profile
                2. Select Total Funding to view a company's funding rounds.

                  View funding rounds

                  A new window will appear, where the Download All option is available. Once selected, a CSV file will download.

                  Download CSV

                Download Funding Data from a List

                Within a List, select Download Funding Rounds from the Download drop-down options.

                Download Funding Rounds

                Again, the data will download in CSV file for analysis.

                The file will include the following fields:

                • Company Name

                • Company Id (unique Id for DataFox profile)

                • Date of funding by day, month, and year

                • Round

                • Amount Raised

                • Investors

                • Investor Id (unique Id for DataFox profile)

                  Slack

                    Integrate Slack with Oracle DataFox

                    Slack is a useful communication tool for companies of all sizes. Now, you can integrate it with Oracle DataFox for greater accessibility and ease of use.

                    Connect Your Oracle DataFox Account to Slack

                    1. From your Oracle DataFox home screen, click the settings icon in the top right corner and select Account Settings. Select integrations, and you'll see various options for Oracle DataFox. Simply select Add to Slack.

                      Account Settings page
                    2. In this example, we're already connected to Slack. However, for first-time users, you will see a prompt to connect to Slack, following the steps as shown:

                      Integration Settings
                    3. Initially, we need to connect to the Support channel. In this case, Oracle DataFox will request authorization to integrate with your own Slack channels.

                      Authorize Slack
                      Note: To authenticate Oracle DataFox for Slack you will need to have Slack permissions to add Apps and Custom Integrations to your Slack team.
                    4. You should now receive an Oracle DataFox welcome message in Slack (from slackbot). This confirms that Slack and Oracle DataFox synced properly.

                    Determine Which Alerts go to Slack

                    1. Go to the new Alerts Dashboard in Oracle DataFox to view all of your Alert settings.

                    2. Next, to the names of the lists or dynamic lists, you can see the type and frequency of each Alert. Click on any the Alerts listed to edit the Alert.

                      Manage Alerts screen

                    Set Alerts to go to a Slack Channel

                    To enable the Slack integration, set the frequency of your alerts to Instant (Slack); then, type in the public Slack channel you would like these news alerts to go to. The Slack Channel text box will auto-suggest channels already active in your Slack team.

                    Note: You can only get an alert into a private channel if you are the person who set up your company's Slack configuration. Everyone else must put them in public channels.

                    Confirm the Instant Alert & Slack Channel are Set Up

                    There's an easy way to verify the alert is set to the channel correctly. Every time you change your alert settings, you will get a notification in Slack from us - it looks like the attached.

                    So, if you turn ON a category like Corporate Updates or turn off a category like Events and Marketing, and then click SAVE, you will get a message in your slack channel from us saying that we updated your settings.

                    Review Your Alerts

                    You should now see Alerts in your Slack channel(s).

                    Optional: Set up Your Team Role

                    There are countless ways you can setup Slack for your team. For example, many of our sales organizations create separate channels for each sales representative.

                    By sending personalized alerts to distinct Slack channels, you can empower your team with Company Signals in their workflow. See Slack Alerts.

                    Oracle Oracle DataFox for Slack Overview

                    By integrating Oracle DataFox Alerts with Slack, you'll be in the know for priority updates and actionable information.

                      Create Salesforce Email and Slack Alerts

                      This topic is meant for Salesforce users only.

                      Salesforce Email and Slack Alerts

                      Oracle DataFox's Salesforce integration allows your team to stay up to date with signals on key accounts and receive notifications in a daily email or custom Slack channel.

                      In the example below, we'll create alerts for our high priority prospects.

                      1. Filter by Salesforce account owner and apply any additional filters such as tier 1 and 2 clients.

                      2. Create a notification by clicking the bell icon, toggle the notifications you would like to receive, and the frequency.

                        Signal Alert Preferences dialog
                      3. For email alerts, select the frequency, then save.

                      For Slack Alerts

                      After the search is filtered and saved using the steps above, follow the instructions below to create an instant Slack alert.

                      1. Create a custom channel in Slack by clicking the + sign next to channel and name the channel. You can insert a purpose and invite relevant members of your team.

                      2. Click on the notification bell, change the frequency to Slack, and insert the same custom Slack channel into the frequency drop down.

                      3. Click Save. You'll start receiving instant alerts on a saved Salesforce filtered search in Slack.

                        Signal Alert Preferences dialog

                      Now you will receive direct alerts with Salesforce enriched information directly to your Slack!

                        Receive Slack Notifications on Your List or Dynamic List

                        Integrating Instant Slack Alerts

                        Get instant notifications on your prospects or accounts sent directly to a Slack channel. These alerts are great for knowing when to reach out to your existing prospects or keeping tabs on your target accounts.

                        Create a Public Channel in Slack

                        1. Once you've configured your Oracle DataFox platform for Slack integration, you'll need to create a new public channel in Slack. See Integrate Slack with Oracle DataFox.

                        2. For instance, if you would like notifications on your prospects, you could create a channel like #sean-prospects.

                          Note: If you are the person who set up your company's Slack configuration, you can create a private channel and receive alerts. All other users need to put them in public channels. For more information, see:

                        Set Up Alerts from a List or Dynamic List

                        1. After you create the channel, go to one of your Lists or Dynamic Lists in Oracle DataFox.

                          See:

                        2. In the top right corner, select the Alerts icon.

                          Bell icon
                        3. In the News Alert Preference popup, set the Frequency to Instant (Slack), and then, enter the name of the Slack channel you would like the alerts sent. Finally, choose the event types you want to receive.

                          Signal Alert preferences dialog
                          Tip: If you aren't seeing any alerts in Slack yet, make sure you've typed the channel name correctly, without the # sign.

                        Confirm Slack Alerts Are Set Up

                        To confirm that your alerts are properly configured, click on the assigned Slack channel and check for the confirmation message from Oracle DataFox.

                        Confirm Slack alerts

                        You're now set to receive Alerts on your Lists and/or Dynamic Lists via Slack.

                          Slack Alerts

                          The Importance of Alerts

                          Alerts are an important, essential aspect of the Oracle DataFox app. Our goal is to avoid inundating you with unrelated news and unimportant data. Therefore, we go to extensive lengths to accomplish this. We have a system of algorithms and human auditors who de-duplicate news articles, classify and cluster similar concepts. Our system can also distill massive volumes of information into a simplified feed with lower volume and higher quality insights. Visit our Introduction to Company Signals for more details on how we do this and the Signal types we offer. With our granular alert settings, you can toggle the news volume up and down to suit your preferences. See Overview of Company Signals.

                          1. Let's make sure that your integration is set up properly.

                            • In your Integrations settings page, you should be able to see that the app successfully connected.

                            • Next, let's make sure that the channel you created is public. Private channels in Slack have a lock icon next to them, and public channels have a # icon, as shown in the image below.

                            • Then, let's check that your alert settings worked. One quick test for this is to adjust your alert settings for one of your alerts (either on a list or dynamic list). Any time you change and save your alert settings, then you should receive a confirmatory message in your Slack channel. To do this, select Alerts from the Profile icon in DataFox and toggle one of the Signal types on or off, and then hit save. You should receive a confirmation message like this one in the Slack channel you chose when setting up your alerts.

                            • If you do not receive this confirmation message, then something is wrong with the underlying installation. Make sure that you have performed the following actions:

                              • Installed the Slack application correctly

                              • Set your alerts to instant

                              • Set the correct Slack channel in your alert settings

                            • If you do receive this confirmation message, then your integration is set up properly.

                            • If you are the person who set up your company's Slack configuration, you can create a private channel and receive alerts. All other users need to put them in public channels. For more information, check out our guides on installing and receiving notifications in the Oracle DataFox or Slack connection.

                              See:

                          2. You have two options for controlling alert volume:

                            • More companies: Many of our customers receive granular alerts on tens of thousands of companies. For example, you can use us to find out every time a tech company in North America opens a new office. So the quickest way to receive more alerts is to track more companies. To do this, add more companies to your List or Dynamic List.

                            • Broader Alert Types: Assuming you are already following all of the companies you care about, you can also expand the types of Signals you receive alerts on. Go to the Alerts page and adjust which Signal types you want alerts on.

                            • By selecting the Bell icon, you'll receive a window prompt to customize the type of Signal Alerts you receive.

                              Alert page
                            • Want to receive a huge volume of signals on a few companies? We do have a way for you to maximize the volume of signals you receive - just scroll down the bottom of your Alerts settings and toggle the option Uncategorized News in your alert settings.

                              Save alert preferences
                            • Use caution when checking this alert, as it generates a high volume of information which may oversaturate your lead potential.

                            Install Google Chrome Extension

                            With the Oracle DataFox Chrome Extension, you can quickly access company info like funding, location, business description, and similar companies. This streamlines accessibility through multiple platforms.

                            Installation

                            1. Go to Chrome Web Store.

                            2. Search for DataFox Profiles in the Chrome Web Store.

                              Chrome extension screen
                            3. Click Add to Chrome.

                            4. Choose Add Extension.

                            5. Go to the Oracle DataFox icon in your browser and click Connect to DataFox.

                            6. Login with your DataFox credentials.

                              Welcome screen
                            7. Allow the extension to connect with your DataFox Account.

                              Permission request dialog

                            You can now get company info on a website by clicking the icon in your browser.

                            Company profile

                            Add a Company from the Chrome Extension if No Profile Yet?

                            Try these steps:

                            1. Type the website URL where you want to see the company profile.

                            2. Click the Oracle DataFox icon.

                            3. Click the Submit button.

                            Add a company

                            After you submit, you will shortly receive a confirmation email regarding your request.

                            After the company profile is built, you will then be contacted via email.

                            Now that you have installed the Chrome Extension, you can see the Oracle DataFox profile on any website.

                            You can also send us a request to build a profile for a website that is not in our system.

                            Marketo

                            This section is meant for Salesforce users only.

                              Overwrite Fields in Marketo

                              Market and Overwriting Fields

                              You can automatically enrich your leads in Marketo with firmographic information (including location and company website). If you would like to turn any of these overwrites off, here’s how:

                              Note: You must have the Marketo Webhook installed to complete these steps. See Marketo Webhook Integration.
                              1. While logged into Marketo, click Admin that you can find in the upper right-hand corner to open up the Admin page.

                              2. Go to Field Management under Database Management.

                              3. Select the field under Company Info for which you want to block overwriting. Please make sure that it is on the right Salesforce object.

                              4. Click the Field Actions drop-down and then choose Block Field Updates.

                              5. In the Block Updates From window, tick Webhook Update and click Apply.

                              For each field that you don’t want to be overwritten by the webhook, you will need to repeat the above steps.

                              Also, please keep in mind that Marketo cannot write to Account fields in Salesforce (even if you have mapped it in the webhook settings).

                                Marketo Webhook Integration

                                Prerequisites

                                1. Access to the Oracle DataFox beta feature Marketo Webhook. Contact Oracle Support for access.

                                2. Marketo admin permissions (ability to create a new webhook).

                                Installation

                                1. Add New Webhook to your Marketo (MKTO) Instance.

                                2. While logged in to Marketo, navigate to Admin settings.

                                  Admin settings
                                  Admin Instance
                                3. Click New Webhook.

                                  New Webhook

                                Webhook Configuration

                                1. Now you need to configure what the webhook should do when it triggers. In our case, we want to call the Oracle DataFox API with the information about the incoming lead. Fill in the following fields:

                                  Webhook Name: DataFox Lead Augment

                                  Request Type: POST

                                  Template: email={{lead.Email Address:default= }}&first_name={{lead.First Name:default= }}&last_name={{lead.Last Name:default= }}

                                  Request Token Encoding: JSON

                                  Response type: JSON

                                  New Webhook fields
                                2. Now that we have specified how to call Oracle DataFox, we need to figure out what to do with the response from Oracle DataFox. You can map any fields from the response to the fields you want in Marketo. Click Edit in the Response Mappings section.

                                  Response Mappings

                                  You can see an example response from Marketo using the attached file.

                                  We chose to map name → Company, this means the name that the Oracle DataFox API returns gets mapped to the Company field in Marketo. We have also chosen to map Oracle DataFox company location (such as street, city, postal code, etc.) to the Billing Address fields in Marketo.

                                  For the country field, it will always be an ISO-2 code (if it isn't null).For the state field, we only validate to an ISO-2 code if the country is US, so the state field is either a valid ISO-2 code for a US state (including DC) or null.

                                  If the country is non-US, the state field when populated is not necessarily a valid ISO-2 code (for example, when the state is CA then state_name is California and when the country is US then country_name is United States).

                                  Here's the full list of standard Oracle DataFox fields available for mapping to Marketo: Marketo Webhook Responses.

                                  • account_score

                                  • ceo

                                  • name

                                  • slug

                                  • url

                                  • id

                                  • short_description

                                  • long_description

                                  • number_of_employees

                                  • number_of_employees_is_verified

                                  • founded_revenue

                                  • revenue_estimate

                                  • total_funding

                                  • last_funding_date

                                  • stage (Note: this means funding stage)

                                  • founded_year

                                  • techstack_string

                                  • top_keywords

                                  • top_keywords_string

                                  • street (this means address)

                                  • street1

                                  • street2

                                  • zipcode

                                  • icon_url

                                  • logo_url

                                  • revenue_estimate

                                  • sfdc_account_id

                                  • sfdc_account_name

                                  • sfdc_account_owner_id

                                  • sfdc_synced_fields.[field name]

                                  • angellist_slug

                                  • blog_url

                                  • crunchbase_permalink

                                  • linkedin_id

                                  • status

                                  • techstack

                                  • techstack_string

                                  • city

                                  • postal_code

                                  • state

                                  • country_code

                                  • company_phone

                                  • twitter_handle

                                  • twitter_followers_count

                                    This screenshot shows the Edit Response Mapping page.

                                    Edit Response Mapping
                                  The missing piece is now the authentication to Oracle DataFox. The Oracle DataFox webhook endpoint will reject calls unless there is an Authorization header.
                                1. You can find the Oracle DataFox webhook token by going to your account page in Oracle DataFox and in the Marketo Webhook section clicking on Generate new Marketo webhook token.

                                2. Copy the Webhook Secret you see (you may need to click Show secret).

                                  Webhook Secret
                                3. To add the header go back to Marketo and go to Webhook Actions > Set Custom Header.

                                  Add header
                                4. The key of the header is Authorization and the Value is Bearer plus the webhook secret you copied from Oracle DataFox. Here is what the result should look like for our token (but you should use your own). Please make sure there is a space between the Bearer and webhook secret.

                                  Set Custom Header
                                The webhook is fully set up now and ready to be used.

                                Add Webhook to your Lead Flow in Marketo (MKTO)

                                The goal is to add a step to your lead flow that calls the Oracle DataFox webhook and then continues through your pipeline. Here is how we did this in our Marketo setup.

                                Add Webhook to Lead Flow

                                Select the DataFox Lead Augment webhook in the Call Webhook box. The result should be:

                                Result in Call Webhook

                                You’re done! Marketo leads will now be augmented via Oracle DataFox based on the rules you configured.

                                Lead to Account Mapping

                                Note: This step requires having Salesforce Enterprise installed and integrated with Oracle DataFox.

                                Using Oracle DataFox, you can match any field from a Salesforce account onto a Lead in Marketo.

                                1. Activate any Salesforce Account fields of interest in Oracle DataFox. See Set Up Additional Salesforce Account Fields to Search and Filter in Oracle DataFox.

                                2. Create new Marketo Lead fields for each Salesforce Account field you would like to map. See Custom Marketo Fields.

                                  Note: If you would like for this data to appear in Salesforce, you'll need to create those same fields on Salesforce Leads and Contacts, map them in Salesforce, and then map them to Marketo fields.
                                3. Choose which Marketo fields to enrich with Salesforce Account data.

                                  Edit Response Mapping
                                4. The Response Attributes are your Salesforce Account fields that have been pulled into Oracle DataFox (Described in Step 1). You can find all Salesforce Account fields available in Oracle DataFox from the Salesforce tab.

                                  Salesforce Account field
                                5. Use the following prefix to enter each Salesforce Account field into the Response Attribute column in Marketo: sfdc_synced_fields.

                                  Here is an example of properly configured field mappings.

                                  DataFox Company Info

                                This table lists the field types. See Field Types in Marketo for details.

                                Field Type

                                Description

                                Example

                                Datetime

                                Used for a date & time. Follows W3C format (ISO 8601). The best practice is to always include the time zone offset.

                                2010-05-07T15:41:32-05:00

                                Email

                                A string type field which accepts email addresses

                                example@example.com

                                Float

                                A number field which contains of Real Numbers and can use a decimal place.

                                10.4

                                Integer

                                Whole numbers

                                10

                                Formula

                                Fields whose values are generated by manipulating data from other fields present on a lead record. They are not exported and can not be used in a Smart Campaigns.

                                Please see this article on docs.marketo.com

                                Percent

                                A percentage expressed as an integer

                                30

                                URL

                                A text type field which restricts input to URLs, including the protocol of the URL.

                                http://example.com/

                                Phone

                                Phone number

                                111-111-1111

                                Textarea

                                Longer text.

                                Supports up to 30,000 bytes.

                                Standard ASCII characters use 1 byte per character (allowing up to 30,000 characters).

                                Unicode characters may use up to 4 bytes per character (reducing the number of characters allowed to less than 30,000 characters).

                                Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

                                String

                                Shorter text (up to 255 characters)

                                Lorem ipsum dolor sit amet

                                Score

                                An integer type field which can be manipulated with the Change Score flow step

                                10

                                Boolean (previously Checkbox)

                                Allows users to select a True (checked) or False (unchecked) value.

                                True

                                Currency

                                A float type field which represents the default currency type selected for the Marketo Subscription

                                10.40

                                Date

                                Used for date. Follows W3C format.

                                2010-05-07

                                Reference

                                A string type field containing a key to another record (a foreign key).

                                Contact Company

                                  Marketo Webhook Responses

                                  This table lists all the Marketo Webhook responses

                                  Type

                                  Call

                                  Example Value

                                  Account Score

                                  account_score

                                  540

                                  CEO Name

                                  ceo

                                  Aaron Levie

                                  Company Name

                                  name

                                  Box

                                  Company Name

                                  slug

                                  box

                                  Company URL

                                  url

                                  box.com

                                  DataFox Company ID

                                  id

                                  5130efc38989846a36000172

                                  Description

                                  long_description

                                  Box, Inc. provides an enterprise content platform that enables organizations to securely manage enterprise content while allowing easy, secure access and sharing of this content from anywhere, on any device. With the company's Software-as-a-Service (SaaS) cloud-based platform, users can collaborate on content both internally and with external parties, automate content-driven business processes, develop custom applications, and implement data protection, security and compliance features to comply with internal policies and industry regulations. It enables people to securely view, share and collaborate on content, across multiple file formats and media types, integrates with enterprise business applications, and is compatible with multiple application environments, operating systems and devices, ensuring that workers have access to their critical business content whenever and wherever they need it. The company was founded by Aaron Levie, Dylan Smith, Jeff Queisser and Sam Ghods in March 2005 and is headquartered in Redwood City, CA.

                                  Description

                                  short_description

                                  null

                                  Employees

                                  number_of_employees

                                  1500

                                  Employees

                                  number_of_employees_is_verified

                                  TRUE

                                  Founded Year

                                  founded_year

                                  2005

                                  Funding

                                  last_funding_date

                                  null

                                  Funding

                                  stage

                                  Public

                                  Funding

                                  total_funding

                                  586581726

                                  Industry Keywords

                                  top_keywords

                                  file sharing

                                  Industry Keywords

                                  top_keywords_string

                                  file sharing, application, enterprise content management, flash storage, web hosting

                                  Location

                                  city

                                  Redwood City

                                  Location

                                  company_phone

                                  (877) 729-4269

                                  Location

                                  country

                                  US

                                  Location

                                  country_name

                                  United States

                                  Location

                                  location

                                  Redwood City, CA

                                  Location

                                  location_is_verified

                                  TRUE

                                  Location

                                  postal_code

                                  94063

                                  Location

                                  state

                                  CA

                                  Location

                                  state_name

                                  California

                                  Location

                                  street

                                  900 Jefferson Ave

                                  Location

                                  street1

                                  900 Jefferson Ave

                                  Location

                                  street2

                                  null

                                  Location

                                  zipcode

                                  94063

                                  Logo

                                  icon_url

                                  //datafox-data.s3-us-west-1.amazonaws.com/favicons/5130efc38989846a36000172.ico

                                  Logo

                                  logo_url

                                  //datafox-data.s3-us-west-1.amazonaws.com/images/cb_022bddcce01aa6de91e9b93cfcc5a9ee.png

                                  Revenue

                                  revenue_estimate

                                  529427000

                                  Salesforce Account

                                  sfdc_account_id

                                  001j0000004OcTtAAK

                                  Salesforce Account

                                  sfdc_account_name

                                  Box

                                  Salesforce Account

                                  sfdc_account_owner_id

                                  005j000000CVDgKAAX

                                  Salesforce Account

                                  sfdc_synced_fields__[field name]

                                  0

                                  Social Profile Link

                                  angellist_slug

                                  box-com

                                  Social Profile Link

                                  blog_url

                                  http://blog.box.com/

                                  Social Profile Link

                                  crunchbase_permalink

                                  box

                                  Social Profile Link

                                  linkedin_id

                                  54178

                                  Status

                                  status

                                  Public

                                  Technographics

                                  techstack

                                  Twitter Analytics

                                  Technographics

                                  techstack_string

                                  Twitter Analytics, GeoTrust SSL, Flashtalking, DoubleClick.Net, AppNexus, AdRoll, MediaMath

                                  Twitter

                                  twitter_followers_count

                                  72977

                                  Twitter

                                  twitter_handle

                                  BoxHQ