Re: Send data to client's CRM from embedded marketo form

Anonymous
Not applicable

Send data to client's CRM from embedded marketo form

If this topic is covered elsewhere I welcome the feedback!

I have embedded forms on a client's website, and we want to send the data to their CRM as well as Marketo.

I'm assuming this is achieved via API.

Can anyone point me to the documentation or just tell me how to do it?

Thanks!

Peter Crowell

3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: Send data to client's CRM from embedded marketo form

I'm assuming this is achieved via API.

Don't assume.

Or, more precisely, don't assume that "API" is a meaningful enough term. There are many different types of API, and the mere existence of something branded as an "API" doesn't mean the specific function you need is offered via that API!

At any rate, the question is fundamentally about their CRM's capabilities, not about Marketo's. We know how to get data into Marketo.  If their CRM has a forms-compatible API endpoint, i.e. an endpoint that is built to accept form posts, we can cross-post there from the browser when the Marketo form is successfully submitted. (Alternately, you can do that same thing via a Marketo webhook, but posting from the browser is vastly preferred for scale and stability.) If their CRM doesn't expose such an endpoint, we need to know exactly what it does expose.

Anonymous
Not applicable

Re: Send data to client's CRM from embedded marketo form

I don't even know what API stands for.

Assumptions are all I have.

The CRM provider has sent me their documentation, so I'll have to dig in and find out more.

Your response gives me a clue for what to look for, so thanks!

SanfordWhiteman
Level 10 - Community Moderator

Re: Send data to client's CRM from embedded marketo form

As long as it's not private documentation, you might as well link to it here and I can scan it for relevant methods.