Passing Quiz Answers to CRM

Question

I know this is dependent on CRM integration, but here's my situation:

We want to pass values selected by a user in a quiz to CRM. We've created separate Marketo fields for each of the answers - MV Quiz 1, MV Quiz 2, MV Quiz 3, and so on. I assumed that if we want the user's selections for each field to pass into CRM, we need to use lead tokens - {{lead.MV Quiz 1}}, etc. However, the values aren't being passed into CRM once the user fills out the form.

Am I using the right token type? Or is there another piece of this puzzle I'm missing.

Thanks, all! Looking forward to seeing some you at the NY MUG meeting next week.

Bryan_Epstein · Answer

If you are using the standard text field as your field in Marketo, that would be the proper way to put in the proper values. The best practice would be to first create those fields within the CRM (SFDC) and those would sync into Marketo without having to create them manually in Marketo.

What does your field mapping look like in the Field Management section of Marketo for these fields? Are those fields mapped to the respective CRM fields?

Also, if these fields are synced between Marketo and SFDC, there is nothing that you would necessarily need to do with tokens since the sync would happen automatically.

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