Integrations/Marketo
M

Control what your AI agents do in Marketo.

Let your team build AI agents for Marketo. Bollard AI controls what each one can do, area by area.

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MMarketo
Campaign Agent
Lead lists Marketing areaOffReadFull use
Leads Marketing areaOffReadFull use
Campaigns Marketing areaOffReadFull use
Trigger campaigns
What agents can do

Set what each agent can do across your marketing.

Each area of Marketo, like leads, lead lists, or campaigns, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't see that part of your marketing.
Read
Read-only
The agent can read leads and their activity. It can't change anything.
Full use
Create and update
The agent can add and update leads and lists in that area.

Some actions stay off until explicitly turned on

Each one starts outreach to your contacts or removes records for good, so it could override the limits set elsewhere.

Triggering or running a campaignDeleting leadsBulk importing or removing list members
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Marketo a single time. Bollard AI lays out the areas of your account, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, add, and update records in a single area
Example

A campaign operations agent.

A campaign agent updates lead lists and can read your leads, but it can't trigger a campaign or delete records.

Lead lists Marketing areaOffReadFull use
Leads Marketing areaOffReadFull use
Campaigns Marketing areaOffReadFull use

Manage access

ALLOWEDCampaign Agent updated a Lead list
ALLOWEDCampaign Agent read a record in Leads
BLOCKEDCampaign Agent tried to trigger a Campaign, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Marketo, so they never hold your Marketo keys and never reach Marketo directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Marketo. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and triggering a campaign is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Marketo keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which lead or list, and the decision. The record is readable and can't be edited after the fact.

Questions

Marketo, answered.

Does connecting Marketo hand Bollard AI your whole account?+
Only the areas you allow. An admin connects your Marketo, and you decide which areas, like leads or lists, each agent can reach. Bollard AI doesn't browse or copy your account. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent start outreach to our contacts?+
Not unless you turn it on. Triggering and running campaigns is held off by default, so an agent can manage leads and lists without ever reaching out to your contacts, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Marketo keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Marketo, and the blocked attempt lands in the activity record with the reason.
How do we connect Marketo?+
An admin connects the company's Marketo once. Bollard AI seals the connection and lays out the areas of your account to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Marketo, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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