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Eric_Salamon1
Eric_Salamon1
Level 6
February 20, 2018
Solved

Capture lead data then send data to partner

  • February 20, 2018
  • 2 replies
  • 5666 views

Here is the situation. My VP wants me to capture data from a form to monitor one of our partners. After the form is filled he wants to automate the data to go to the partner's system. The only thing, I have is a form action from a Pardot form handler. Anyone have any advise on ways to make this happen?

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Best answer by SanfordWhiteman

I am not sure how the web hook would work in this case but I will look into it. Thanks.

If you have a generic form acceptor on the other end, then you use Form/Url encoding in the webhook definition, and make sure you use their field names (which will not be exactly the same as the Marketo field names):

I'm assuming here that there won't be a useful response. If there is, choose JSON or XML appropriately.

2 replies

keithnyberg
keithnyberg
Level 7
February 20, 2018

You should be able to pass the details from your instance to the partner after the form submit using a webhook in a flow step. Now how you would trigger the webhook based on the pardot form handler action is unknown to me but shouldn't be too hard to figure out.

Real question, why are you mixing pardot forms with a Marketo DB? Seems like a pretty unconventional use-case.

Eric_Salamon1
Eric_Salamon1Author
Level 6
February 20, 2018

Marketing asset sharing and our partner doesn't want to manually upload the leads so I need to find a way to share the lead in an automated way.

I am not sure how the web hook would work in this case but I will look into it. Thanks.

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
February 20, 2018

I am not sure how the web hook would work in this case but I will look into it. Thanks.

If you have a generic form acceptor on the other end, then you use Form/Url encoding in the webhook definition, and make sure you use their field names (which will not be exactly the same as the Marketo field names):

I'm assuming here that there won't be a useful response. If there is, choose JSON or XML appropriately.

    Eric_Salamon1
    Eric_Salamon1Author
    Level 6
    February 20, 2018

    Thanks Sanford. I will see what they called the fields and will map it back from there.

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