Way to populate PDFs with MKTO field data?

Geoff_Krajeski1
Level 10 - Champion Alumni

I am urgently looking to see if anyone knows of a way to populate field values from Marketo into a PDF document through any methods!


Have a sensitive legal document that must be delivered in PDF format but needs to contain customer address and owner information!



Thanks,

-Geoff

13 REPLIES 13
Amanda_Thomas6
Level 9

This was a very interesting discussion to read through.  A little over my head when it comes to coding, but really good to have this information at hand- just in case.

Grégoire_Miche2
Level 10

I do not see how this could be done without a 3rd party tool.

I would rather use Conga Composer on salesforce (Salesforce Document Generation & Merge Applications | Conga ), generate the PDF, store it on a web site and add it's URL to a lead.

-Greg

Anonymous
Not applicable

Hi Geoff krajeski,

I think some time back Sanford Whiteman​ suggested

https://nation.marketo.com/message/131717#comment-131717

See if that works.

If not, I also have done pdf generation using web hooks at Bright Hooks. You can use a webhook and use a pdf generation solution.

Rajesh

Anonymous
Not applicable

Just to complete the information here,

Here is the web hook I was talking about.

Web Hook Library

Rajesh

Geoff_Krajeski1
Level 10 - Champion Alumni

Testing it out now.

It seems that it wants to pull SFDC field names for the Response Mappings.  That's slightly confusing, but I get it....

Waiting for a lead I'm using for testing to sync back from SFDC (converted to Contact) for test of address pull

Geoff_Krajeski1
Level 10 - Champion Alumni

Grégoire Michel found a way to scroll to find your real account at the bottom of a list of about 20 on Jive for Android!

Grégoire_Miche2
Level 10

Yes, that's me

Geoff_Krajeski1
Level 10 - Champion Alumni

Sanford Whiteman or others?

SanfordWhiteman
Level 10 - Community Moderator

Rajesh linked to the page where I in turn linked to my blog post about PDFMyURL. That should do ya good.

Geoff_Krajeski1
Level 10 - Champion Alumni

Anyone have a good video on how to set up a webhook available? 

This is my first one from scratch

Geoff_Krajeski1
Level 10 - Champion Alumni

It's hard to tag Gregoire M. on the mobile app!


If someone could please do so...  I'm on a 3 hr commute!

Geoff_Krajeski1
Level 10 - Champion Alumni