Re: Pass Leads Between Two Marketo Instances

Anonymous
Not applicable

Anyone heard of or know how to pass leads between two separate marketo instances? I.e. A partner who also uses Marketo is paying us to do lead gen, and we implement a form on our site. Could we easily push it from there to the partner's Marketo database?

12 REPLIES 12
Jason_Krall4
Level 2

If you are looking to run separate forms the comments above would provide you what you need. There are some cases when a form by itself does not do the trick. That was the situation I was in before. In a previous life I had two instances of Marketo, (result of an acquisition) each tied to it's own SFDC system. We were not able to integrate or merge the SFDC systems and had to keep the instances separate. We also had to sync some leads back and forth between Marketo instances as we combined our websites for branding purposes. So One website, two Marketo instances each tied to their own SFDC system and our reporting/attribution running out of one instance of Marketo.

To sync information between the two instances we set up an API and Webhook process with a small server in-between. In our process we set up the main instance to call a webhook and pass our information to the external server. From there the external server would insert the lead into the other instance using the API process. If the lead existed already it would update the record. We had the exact same process to pass information back if needed. It took us a couple of hours to get the API and webhook process set up with the pass-through server but it worked like a charm afterwards. It was also set up to not have to go through the entire process again if we needed to add fields to the payload. We simply added the fields needed to the payload, making sure we had the API name of the field set properly in the payload.

Hopefully this helps.

SanfordWhiteman
Level 10 - Community Moderator

You can, both simply and scalably, echo Marketo form data to two different Marketo instances at the same time.

I wouldn't push back on this the way Dory and Chris are. Truly *syncing* 2 instances --sure, that'll be painful and prone to errors and security vulnerabilities. Merely pushing form posts to 2 instances -- painless and, for situations like yours, powerful.

Dory_Viscoglio
Level 10

Ooh, leave it to Sandy to come up with an awesome idea! Upon posting the info can go to multiple systems. Love the idea!

SanfordWhiteman
Level 10 - Community Moderator

Yep, goes hand-in-hand with the Munchkin altIds parameter.  You can have a Marketo form associate leads on multiple instances, just as Munchkin can cross-post actions to multiple instances.

Anonymous
Not applicable

Hi Stanford, we have created a new thread here https://nation.marketo.com/message/198275-is-it-possible-to-create-leads-in-instance-b-based-on-the-... .

Could you please help us with this issue?

Anonymous
Not applicable

Hi .Sanford Whiteman​,

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.

SanfordWhiteman
Level 10 - Community Moderator

Yes, but I'd rather have a new thread. You can link back here from there for reference.

Sarah_Greig2
Level 3

Wondering whether you can set up a form and dependent on the actual field values entered then pass them into different Marketo instances?

SanfordWhiteman
Level 10 - Community Moderator

Yes. The form would naturally need to live in one of the instances. but you could then stop that form's submission in the onSubmit ​event and submit using the other form on the background instead. A bit of custom JS is necessary.

Sarah_Greig2
Level 3

thank you

Chris_Johnston
Level 8

Technically it's possible - it would be ugly through the API. A simpler solution would be connecting to a data warehouse platform like Informatica. I am with Dory though, it isn't something you should want to do with opt-in and other regulations.

How far are you trying to lead gen for them? Can you just use a Form they build and place it on your websites? Are you going all the way to where you are ready to send them to a Salesforce instance?

Marketo -> Marketo sync should definitely be last resort and even then I would say don't do it.

Dory_Viscoglio
Level 10

As far as I'm aware, this isn't very easy to do. Maybe something with the API? But I feel like they wouldn't be pushing this as an easy-to-use feature because of the regulations around collection/storage of personal information as well as opt-ins, etc.