Collecting Marketo Form Field Data - Google sheets?

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Level 3

Collecting Marketo Form Field Data - Google sheets?

We are hoping to capture form data (ideally by feeding into a Google sheet), allowing us to collect all of the form fills in one place and avoid the fields getting overwritten by multiple form fills. We have looked into using a TIBCO form integration, but that doesn't allow us to create form-specific triggers or iframe the form onto our app.

Does anyone have any tips/tricks/insights on the best way to accomplish this? Open to using 3rd party services.

Goals:

-collect all form fills in spreadsheet

-track & set triggers off of form fills

-iframe capability

14 REPLIES 14
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Level 10 - Community Moderator

Re: Collecting Marketo Form Field Data - Google sheets?

Please move the thread to Products and someone will answer it there. "Community" is for website feedback, not product support -- and yes, this is confusing!

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Level 1

Re: Collecting Marketo Form Field Data - Google sheets?

Hi Sanford,

 

Old post but hoping to get help in posting marketo form fills to google sheet for multi touch attribution. Got to the "THE FORMS 2.0 JS SIDE" section and got lost. I created the code but not sure where to put it on the form. 

 

Appreciate your help!

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Level 7 - Champion Alumni

Re: Collecting Marketo Form Field Data - Google sheets?

You're right, Marketo forms aren't really designed that way. They are designed to overwrite with the most recent data filled in.

Have you considered using a survey tool instead? They're designed for multiple form fills of the same questions, and if you used something like the SurveyMonkey-Marketo integration for instance, you create Custom Activities to log the form fillouts and can use that to trigger actions rather than the form fillout.

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Level 10 - Community Moderator

Re: Collecting Marketo Form Field Data - Google sheets?

You're right, Marketo forms aren't really designed that way. They are designed to overwrite with the most recent data filled in.

On the UI level, this is true... but actually the Activity API endpoint provides an append-only (non-overwriting) feed of all Filled Out Form activities, including the actual HTTP POSTed data for each record.

While I would usually not leap to an API solution, this one is about as easy as it gets. And even if you need to hire a developer for a few hours, it's infinitely easier on your resources than a huge investment like SurveyMonkey (whose use of Custom Activities also creates a DoS vulnerability).

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Level 10 - Community Moderator

Re: Collecting Marketo Form Field Data - Google sheets?

Kim, as I mentioned above, the Marketo API offers a feed of all form fillouts. With a little help from a dev, you can download this daily into a spreadsheet.

Another -- perhaps even more elegant (and code-free) -- way of doing this is to use a webhook to simply cross-post every form fill over to GSheets.  This is extremely easy as every GForm is a webhook-compatible endpoint that can immediately update a sheet.  Here's an example showing a few Marketo form posts mirrored to a Sheet in succession:

pastedImage_0.png

The sole, tiny wrinkle is you can't simply cross-post all the ​current values ​of {{lead.tokens}} to the Sheet, since the current values will include just-posted values and earlier values. (Think about what happens when a field is blocked from updating via form fillout -- it still has a value for the {{lead.token}}, but that value didn't ​come from ​the recent form post.)  So the way we work around this is by using a separate textarea field (just one field) to store only the data that came in from the last form post.  This hidden field is populated on the browser side when the form submits.  Then you pass that field value over to Sheets.

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Level 10 - Community Moderator

Re: Collecting Marketo Form Field Data - Google sheets?

P.S. The instructions will all be up on my blog tomorrow but for now enjoy this (I hope) tantalizing video: MktoForm to Sheet

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Level 10 - Community Moderator

Re: Collecting Marketo Form Field Data - Google sheets?

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Level 3

Re: Collecting Marketo Form Field Data - Google sheets?

Thank you Sanford! This is so helpful. We ran across one snag - we're getting a 401 error as follows:

Error Type:

HTTP Error 401: Unauthorized access to URL.

Error String:

Server Returned code 401

Do you know what might cause an error like this? And if so, how to fix it?

Thanks again for all of your help!

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Level 10 - Community Moderator

Re: Collecting Marketo Form Field Data - Google sheets?

401 from where?