Marketo Form Fill Pushes as an Activity Record in SFDC - How to Customize? | Community
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Parfitt_David
Parfitt_David
Level 3
August 31, 2020
Question

Marketo Form Fill Pushes as an Activity Record in SFDC - How to Customize?

  • August 31, 2020
  • 1 reply
  • 3232 views

When someone fills out a form in Marketo, when it syncs over to Salesforce, an "Activity" is created on the record as a "Task". If John Smith fills out a form, Marketo pushes that activity to SFDC and logs the activity called "Filled Out Form:  Website where Form was filled".

In John Smith's SFDC record, the activity shows up on the right side in a tile:

 

When you click on the activity (task) record, here is all the information that is captured:

My question is, "Is it possible to push over the actual form field responses somehow in this task record?" We have many forms, from trade shows, webinars, etc., and while we send an alert with all the form fill responses to the SDR, there's no simple way to display this in the SFDC record, especially when there could be more than one form fill over the course of the lead lifecycle, and, form fields get overwritten. I thought that it might be very helpful if, whenever someone fills out a form, instead of writing over fields and making all the form fill fields exposed on the lead record, why not have Marketo push over details of the responses if we are already pushing over activities?

 

Thanks everyone!

Dave

 

 

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
August 31, 2020

You can add {{lead.tokens}} to the Task comments.

 

However, note this will show the values of the Marketo fields at the time the Task was created. Not necessarily the values within the form submission, because Block Updates may mean that a value is sent by the form, but never updates the lead.

Parfitt_David
Parfitt_DavidAuthor
Level 3
September 1, 2020

Thanks Sanford! As far as the timing issue is concerned, could I work around that by adding a waitstep before the task is created? That way, the form fields have time to update with the newest values so that when the task is created, and tokens are used, they should be picking up the updated values?

SanfordWhiteman
SanfordWhiteman
Level 10
September 1, 2020

A Wait won't help... it's not that the values are pending an update, it's that they never will  be updated because the form is not allowed to change the values. So the values would appear in the raw Filled Out Form activity details, but not on the lead. This may not be a problem for you in practice, but it's something to be aware of at all times.

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