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Product Qualified Leads

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Connected Systems

Summary

This integration is concerned with accepting different types of "Product Qualified" leads from the GitLab product and sending them on to Marketo. As of now they come in three different forms

  1. Trial signups
    • These occur in CustomersDot
  2. Handraise leads
    • These are potential customers who have requested that someone from sales contacts them
  3. Product Qualified Leads
    • These are Gitlab.com users who have performed certain actions in the product that meet the threshold for being qualified leads

Sequence

sequenceDiagram participant GitlabDot participant CustomersDot participant Platypus participant Platypus Queue participant Workato participant Marketo GitlabDot ->>+ Platypus: Product Qualified Lead Platypus ->> Platypus Queue: Add Lead to Queue Platypus -->>- GitlabDot: Accepted Note over Platypus, Platypus Queue: Leads are queued before processing CustomersDot ->>+ Platypus: Trial & Handraise Leads Platypus ->> Platypus Queue: Add Lead to Queue Platypus -->>- CustomersDot: Accepted Platypus Queue ->> Platypus: Pull lead activate Platypus Platypus ->> Workato: Canonical Lead Workato ->> Marketo: Create Lead Marketo -->> Workato: Accepted Workato -->> Platypus: Accepted deactivate Platypus Note over Workato, Marketo: Using built-in Marketo connector

Error handling

When leads fail to be created we post errors to the slack channel #alerts_pql-sync. Leads can be retried from the message queue.

Data Model

Source

Marketo Friendly Marketo REST API Field Type Value
First name FirstName String variable
Last name LastName String variable
Company name Company String variable
Email Email Email variable
Employees Bucket Employee_Buckets**c Employees**c picklist range
Phone Phone Phone variable
Country Country String variable
State State State variable
.com Trial Start Date Trial_Start_Date**c Date variable
Setup for Company/Team Use Setup_for_Company_Team_Use**c Boolean variable
Product Interaction productInteraction string variable

Note: These fields may become out of date, you can always see the up to date model in the API documentation which is auto-generated from the actual running code in production.

Security Components

  1. Gitlab.com and Customers.gitlab.com both authenticate with Platypus using OAuth2 Client Credentials
  2. Platypus authenticates with Workato using OAuth2 Client Credentials
  3. Workato Authenticates with Marketo using OAuth2 Client Credentials
  4. All connections between systems are over HTTPS using TLS 1.3 Cypher and properly trusted certificates

Data classification

This integration handles Red Data. The data is stored in the queue and processed by the system. We do not log this data to application logs

Environments

Environment CustomersDot GitLabDot Platypus Workato Marketo
Production Production Production Production Production Production
Staging Staging Staging Staging Development/Testing Sandbox
Development N/A N/A Local Dev & Review Apps Development Sandbox
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