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
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.
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
It seems that the following methods no longer are valid:
Populating PDF Form Fields from a URL Query String – The PDF Developer Junkie Blog
http://forms.stefcameron.com/2006/10/20/using-url-requests-in-pdf-forms/ http://forms.stefcameron.com/2006/10/20/using-url-requests-in-pdf-forms/
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
Just to complete the information here,
Here is the web hook I was talking about.
Rajesh
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
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!
Yes, that's me
Sanford Whiteman or others?
Rajesh linked to the page where I in turn linked to my blog post about PDFMyURL. That should do ya good.
Anyone have a good video on how to set up a webhook available?
This is my first one from scratch
It's hard to tag Gregoire M. on the mobile app!
If someone could please do so... I'm on a 3 hr commute!