Capture lead data then send data to partner

[Eric_Salamon1]

Here is the situation. My VP wants me to capture data from a form to monitor one of our partners. After the form is filled he wants to automate the data to go to the partner's system. The only thing, I have is a form action from a Pardot form handler. Anyone have any advise on ways to make this happen?

[Eric_Salamon1]

Marketing asset sharing and our partner doesn't want to manually upload the leads so I need to find a way to share the lead in an automated way.

I am not sure how the web hook would work in this case but I will look into it. Thanks.

[SanfordWhiteman · Accepted solution]

I am not sure how the web hook would work in this case but I will look into it. Thanks.

If you have a generic form acceptor on the other end, then you use Form/Url encoding in the webhook definition, and make sure you use their field names (which will not be exactly the same as the Marketo field names):

I'm assuming here that there won't be a useful response. If there is, choose JSON or XML appropriately.

[Eric_Salamon1]

Quick question is there a way to do it without knowing the field names? They were suppose to map it to our fields?

[SanfordWhiteman]

If they can accept your field names exactly, then you can use the field names on your form (note these are the Marketo SOAP names, not the {{lead.token}} names -- you can see the names on your form by by inspecting in your browser).

[Eric_Salamon1]

If I understand correctly I just grab the Soap names = {{lead. Token}}& continue the rest?

[SanfordWhiteman]

Yep.

[Eric_Salamon1]

Great I will test this out and see if it works. Thanks!

[Eric_Salamon1]

It looks like it isn't working.

Does anyone else have any other ideas?

[SanfordWhiteman]

That's not enough (or any!) information. Pls show the Activity Log detail for the Call Webhook.

[Eric_Salamon1]

The webhook says that it succeeded, but checking the system we are sending the data to... The data isn't showing up.

[SanfordWhiteman]

The ActLog detail page, too (click the Activity ID).

[Eric_Salamon1]

[SanfordWhiteman]

First of all, you have spaces around all your field names. That means none of your fields are actually being sent. Fix that and try again. There should be no spaces in the webhook template.

[Eric_Salamon1]

Thank you so much it worked. The leads are now going to the partner properly.

[Eric_Salamon1]

Thanks Sanford. I will see what they called the fields and will map it back from there.

[Keith_Nyberg2]

You should be able to pass the details from your instance to the partner after the form submit using a webhook in a flow step. Now how you would trigger the webhook based on the pardot form handler action is unknown to me but shouldn't be too hard to figure out.

Real question, why are you mixing pardot forms with a Marketo DB? Seems like a pretty unconventional use-case.