Our company recently purchased Marketo and part of our process of changing over to a new automation was to add our existing integrations. One of these integrations we’ve been using in a manual process has been ZoomInfo for database enrichment. On a call ZoomInfo let us know they had a feature called, “Form Complete” that would enable automatic enrichment. This sounded awesome! We are new to Marketo so I didn’t know what to expect in terms of integrations. I found the process to be different than what I was used to… but it is intuitive enough that going forward implementing services should be easier.
A major conflict we ran into was that the instructions on the site: http://help.zoominfo.com/18441-formcomplete/installation-guide#product-overview just didn’t work. We inquired with ZoomInfo and questioned whether or not we should bring in a developer to get this deployed. During some downtime, I dove in to try to figure out what was causing the issue. I am creating this post to share our experience and help any others that might be looking for help with this issue. I did not see this posted elsewhere so either we were the ones that had the issue or this has not been discussed. I hope it’s the latter.
Follow the installation guide: http://help.zoominfo.com/18441-formcomplete/installation-guide#product-overview
I didn’t know where to go to inspect if this worked. When I ran the request in my browser it seemed to work but I didn’t know. Once you have submitted a form with information (I used my work information on the form for testing) then you can check to see if it worked. If you are wondering, “Where do I check to see if my webhook was successful or if it failed?” I have some insight:
That’s it. Ours works now and we are happy. I hope this helps someone.
Great rundown, Kevin! A little more info for the future:
If you are wondering, “Where do I check to see if my webhook was successful or if it failed?”
You can use the Webhook is Called trigger to determine if HTTP-level errors were encountered. This is always advisable especially when onboarding a new webhook-based service.