Hi All,
Is there a way I can pass the data from Custom objects to Marketo fields? I have some specific fields on custom objects for which I want to pass the data.
Thanks
An increasingly common question, it seems. Are you trying to aggregate data across multiple records in the CO collection?
The only practical way to do this via a method I mention on my blog (won't link to the particular post here because the method is highly edgy and requires a developer, but you can find it easily via my profile).
As Greg mentions, you have to involve an API at some point. But he may be thinking of the Custom Object and Lead APIs being used but in fact you only need the Lead API and... well, the other part is the edgy part.
Do you have any source from where I can learn how it actually works please?
Are you a developer? (In this case Java developer.)
No, I am not a developer. WIll it be a difficult task to do it being a non-developer?
Yes. While it's not time-consuming (half-day of work, long as you don't want to do extra fancy filtering of objects), you need a developer to implement such a thing.
BtW Sandy, where is this edgy article ?
-Greg
Page through my posts and you'll see it.
I searched in your blog posts and nothing came up.
A link would help!
Unfortunately, the method no longer works thanks to changes in the June 2019 release.
I've migrated (backward) to my old method, which is somewhat like Jay's 2b, except we're not passing XML but executable JavaScript over SMTP. We already had this capability in place (I called it a "mailhook").
Hi @SanfordWhiteman , care to explain how to use that method you've built ("mailhook")?
We Send Alert with the CO contents (output via Velocity, of course) as a JSON array in the email body.
The Alert gets sent to our AWS SES receiver, which forwards to a Lambda function.
The Lambda parses the body to a live array, then calls the Marketo API to do rollups/updates on the Lead.
Hi Ankit,
We trigger actions for values in the ON24 custom object - for example we trigger Marketo scoring for ON24 engagement scores, and we trigger sales alerts for certain survey responses. We could populate a field using the same smart campaigns, but we haven't seen the need to do that yet.
I'd be interested to know how you solve this - edgy solution or other!
-David
We could populate a field using the same smart campaigns, but we haven't seen the need to do that yet.
You can't copy a field from the CO to the Lead using Change Data Value.
Without the use of API's that's impossible.
Can you tell us more about your use case? May be we can propose a different way to solve the issue.
-Greg
A solution, not involving APIs:
1. Use velocity to write the CO values to a plain email in xml formatting.
2a. DIY: Set up a server + inbox to receive the emails. Write server script to parse the email text as XML.
2b. Third party: There are paid services that can parse emails and execute webhooks, which would make things a hell of a lot easier.
3. POST the data to Marketo leadCapture endpoint w/ email address.
Googled and found 2 Email Parser Software & Workflow Automation https://parseur.com/
All true, overkill though.
See my blog post.
Recently, we have integrated On24 with Marketo. I wanted to pass on the data of what resources were viewed or how many times have a particular lead attended a webcast from the custom objects to the Marketo fields.
And would you need this in a Marketo field ?
-Greg
Yes, I want this in the Marketo field.