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Is it possible to create leads in instance B based on the form fill out of instance A?

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Anonymous
Not applicable

Hi All,

We have a situation where we need to create a lead in instance B based on the form fill out of instance A. The problem here is we have different pod urls for instance A (//app-sj25.marketo.com) and B (//app-sjf.marketo.com).

Is it possible to create leads in instance B based on the form fill out of instance A?

Thanks.

1 ACCEPTED SOLUTION
SanfordWhiteman
Level 10 - Community Moderator

It's done like so:

MktoForms2 :: Cross-Post to another Marketo

(Was working on a blog post about why it needs to be done this way a couple of months ago -- will get back it now that the code is fleshed out.)

View solution in original post

14 REPLIES 14
Jay_Jiang
Level 10

An alternate solution would be to create a smart campaign triggering off filled out form and calling a webhook and posting to the index.php/save endpoint of your 2nd instance

Anonymous
Not applicable

Hi Jay, thanks for the suggestion. We wanted to reduce the API calls and Sanford's solution is working for us.

Jay_Jiang
Level 10

Good to hear. But just to clarify, webhooks here don't use any API calls.

Anonymous
Not applicable

Thanks Jay.

Anonymous
Not applicable

Below is the js code that we are using in the landing page of instance A to submit the forms.

<script src="//app-XXX.marketo.com/js/forms2/js/forms2.js"></script>

<form id="mktoForm_1780"></form>

<form id="mktoForm_1024" style="display:none;"></form>

<script>MktoForms2.loadForm("//app-XXX.marketo.com", "XXX-XXX-XXX", 1780);</script>

<script>MktoForms2.loadForm("//app-YYY.marketo.com", "YYY-YYY-YYY", 1024);</script>

<script>

MktoForms2.whenReady(function (form) {

var emailAddress ;

form.onSubmit(function(){

var valuesForm1780 = form.getValues();

emailAddress = valuesForm1780.Email;

});

form.onSuccess(function(){

//on suucess of the form1 submission, we are submitting the second the second form

var secondForm = MktoForms2.allForms()[0].getId()==1780?MktoForms2.allForms()[1]:MktoForms2.allForms()[0];

secondForm.setValues({"Email":emailAddress});

secondForm.submit();//second form submission

});

});

</script>

SanfordWhiteman
Level 10 - Community Moderator

C'mon, post the real code, not obfuscated, so I can tell you how it's done.

Also please highlight using the Advanced Editor's Syntax Highlighter:

https://s3.amazonaws.com/blog-images-teknkl-com/syntax_highlighter.gif

Anonymous
Not applicable

Please find below details.

Landing Page: https://mkto.test.com/Contact-Us-Simple_LP.html

Custom HTML with form details:

<!doctype html>

<html>

<head>

    <meta charset="utf-8">

    <title>Lead Creation Test</title>

</head>

<body>

    <h2>Lead Creation Test</h2>

    <p>Lead creation test page.

    </p>

    <script src="//app-xxx.marketo.com/js/forms2/js/forms2.js"></script>

    <form id="mktoForm_A"></form>

    <form id="mktoForm_B" style="display:none;"></form>

    <script>

        MktoForms2.loadForm("//app-XXX.marketo.com", "XXX-XXX-XXX", A);

    </script>

    <script>

        MktoForms2.loadForm("//app-YYY.marketo.com", "YYY-YYY-YYY", B);

    </script>

    <script>

        MktoForms2.whenReady(function(form) {

            var fname;

            var lname;

            var emailAddress;

            let check = 0;

            form.onSubmit(function() {

                console.log('check in onSubmit' + check);

                if (check === 0) {

                    var valuesFormA = form.getValues();

                    fname = valuesFormA .FirstName;

                    lname = valuesFormA .LastName;

                    emailAddress = valuesFormA .Email;

                }

            });

            form.onSuccess(function(form) {

                check = check + 1;

                if (check <= 1) {

                    emailAddress = 'ABC-' + emailAddress;

                    fname = 'ABC-' + fname;

                    lname = 'ABC-' + lname;

                    var secondForm = MktoForms2.allForms()[0].getId() == A? MktoForms2.allForms()[1] : MktoForms2.allForms()[0];

                    secondForm.addHiddenFields({

                        "Email": emailAddress

                    });

                    secondForm.addHiddenFields({

                        "FirstName": fname

                    });

                    secondForm.addHiddenFields({

                        "LastName": lname

                    });

                    console.log(emailAddress);

                    secondForm.submit();

                    window.location.href = 'https://mkto.TEST.com/contact-us-conf.html';

                }

            });

        });

    </script>

</body>

</html>

SanfordWhiteman
Level 10 - Community Moderator

Also, please use a real name here, as recommended by the Community Guidelines.

SanfordWhiteman
Level 10 - Community Moderator

It's done like so:

MktoForms2 :: Cross-Post to another Marketo

(Was working on a blog post about why it needs to be done this way a couple of months ago -- will get back it now that the code is fleshed out.)

DrewCruickshank
Level 1

Thank you for this, I've got no experience with JS and was able to get it working.

I just had to add the "checksum" and "checksumFields" to the list of fields to remove (alongside mkt_trk) since I believe they added this validation after this solution was posted. 

SanfordWhiteman
Level 10 - Community Moderator

Great to hear — yes, those are new. There’s also a new multi-Marketo-Forms-manager library that I’ve blogged about.

Anonymous
Not applicable

Thank you very much!! Sanford Whiteman

SanfordWhiteman
Level 10 - Community Moderator

OK, thanks, now I can look at something.

Right away, I can see this is needlessly confusing:

var secondForm = MktoForms2.allForms()[0].getId() == 1780 ? MktoForms2.allForms()[1] : MktoForms2.allForms()[0];

If the "first" and "second" forms always have the same ID, there's no reason to go through these motions.

And MktoForms2.whenReady doesn't mean all forms are ready, so you can't immediately start checking indexes in allForms().

Anyway, the whole thing needs to be refactored and I can show you how it's done.

Anonymous
Not applicable

Sure Thanks!