I am looking for functionality that will allow the form to be made available in Marketo for use in workflows. So, for example if someone fills out a form and I would like that action to initiate an email response defined in marketo, you have to do the following:
if: [form name] is equal to: [example_form_name]
then: perform desired action.
My problem is that, to my knowledge, the 'form name' is not made available to marketo to then be used as a trigger within a workflow. So then, the only use for the module would then be to inject a form submission, but that is where it would end.
If there is already a solution for this, terribly sorry but I could not find it anywhere.
Thanks All,
Comment | File | Size | Author |
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Marketo_ma_mod_issue.png | 126.5 KB | kylebird |
Comments
Comment #1
jyokum CreditAttribution: jyokum commentedI haven't found anything in the Marketo API that will allow interaction with their forms yet. Is the desire to directly link a form in Drupal to a form in Marketo or is it just to be able to trigger events on the Marketo side that were started by actions on the Drupal side?
I haven't tested this out myself but I imagine you could create a campaign in Marketo using a smart filter with a trigger on "lead is created" with constraints like "source type = Munchkin API" and/or "lead source = {some custom value you setup on the Drupal form}"
Comment #2
jyokum CreditAttribution: jyokum commentedWhile the Munchkin and SOAP APIs don't support interacting with Marketo forms there are the Forms 2.0 embeddable forms which may provide a solution. Some quick testing shows that it's possible to direct post to Marketo's endpoint and have it fire the "fills out form" trigger.
Right now the module uses the same configuration (munchkin, soap, soap async) across the board but I'm considering adding options so this can be configured differently on a webform by webform basis. With this approach we could add "Forms 2.0" as a capture method and post all of the webform data to the Marketo endpoint. The Forms 2.0 method doesn't support much of the functionality needed throughout the module so I think it would only be available on webform integration.
Does this sound like it would cover your needs?
Comment #3
jyokum CreditAttribution: jyokum commentedComment #4
mildlygeeky CreditAttribution: mildlygeeky commentedWhat would it take to be able to integrate the module with Forms 2.0? I'd be willing to fund development of it if the timeline / budget were reasonable.
Comment #5
jyokum CreditAttribution: jyokum commented@mildlygeeky, submitting data leveraging the Forms 2.0 methods isn't that challenging and I did some prototyping a while back that generally worked. I put it on pause as I was struggling to define what a full feature set for this would look like so if you have ideas I'd love to hear them. Let's work up a list and I can estimate what it would take to implement.
Comment #7
jyokum CreditAttribution: jyokum commentedI've added the ability to capture data using Marketo Forms 2.0 to the 7.x-1.x version. General steps to use it:
With this setup, you can trigger campaigns and emails within Marketo using the "Fills Out Form" trigger.
Please give a try and let me know what you think.
Comment #8
ksenzeeI just tested this functionality and it worked exactly as I was hoping it would. I reviewed the code and it looks good as well. I'll be moving the form I tested into production within the next week or so and will let you know if anything goes awry.
Comment #9
jyokum CreditAttribution: jyokum commented