Webhook to Create a new Salesforce Lead.

[Nate_Oosterhous]

We have a referral form and would like to create a new lead in Salesforce with fields populated on a referral form.  Does anyone know how to accomplish this?

Our Form's Fields:

REFERRAL INFORMATION (we would like to use these fields to create a new lead in salesforce)

• These are custom Salesforce fields:
  • Referral First Name
  • Referral Last Name
  • Referral Email Address
  • Referral Company
  • Referral Country
  • Referral Phone
  • Referral Postal Code

YOUR INFORMATION (this is the person referring the lead and who Marketo tracks as the person who filled out the form)

• These are the standard Salesforce fields:
  • First Name
  • Last Name
  • Email Address
  • Company

[Jep_Castelein2]

The easiest way to do this without "coding" is to create the new "referred" Lead in Marketo, then sync it to SFDC. Submit the form to Marketo as seen above. The referred Lead's data is stored in the custom Fields. Now you have to use a Webhook in a creative way: use it to submit a Form on your own Marketo instance to create the new Lead. To do so, you need to pass in the "referred" email address in the normal Marketo email field, that will cause a new Lead to be created.

Details:

• URL: http://localhost/index.php/leadCapture/save
• Payload template: munchkinId=AAA-000-BBB&formid=000&Email={{lead.Referral Email Address}}&FirstName={{lead.Referral First Name}} etc.
  • Make sure to put in your own munchkinId, create a new Form and put in the right formid (look at the URL to find the ID)
• Request Type: POST
• Request Token Encoding: Form/Url
• Response Type: none

Also make sure that you add a field that indicates the source of this Lead. You need to trigger a Smart Campaign that then syncs this new Lead to SFDC. If you want, you can also push in an SFDC Campaign ID or other information that you want to push to SFDC for this new Lead.

[Benjamin_Ortiz1]

Hi Jep,

I'm getting 'Failed. Server Returned code 307' Any idea what this error means? Thanks!

[Kenny_Elkington]

I would use this method instead: How to Use Marketo Forms to Register Multiple Event Attendees​ The server-side form post method isn't supported and is extremely error-prone.

[Grégoire_Miche2]

Hi Jep Castelein​,

Is there anything to do to have this http://localhost/index.php.leadCapture/save​ to work ? What service is providing this URL?

-Greg

[Jep_Castelein2]

your URL has a typo, it should be localhost with an 'o' instead of an 'a'. It should just work and - by definition- it points to the Marketo instance itself. I do want to mention that our support team considers this a "non supported use of Marketo", so you may not get support from them in implementing this method.

[Grégoire_Miche2]

Hi Jep,

Thx for noting the typo. Fixed.

-Greg

[Nate_Oosterhous]

Thanks Jep!  I have it all working except one more thing I am trying to figure out.  In the webhook I am trying to set the Referral's lead owner the same as the Referrer's lead owner.  Is there anyway to accomplish this?  I have been trying multiple ways to get this to work but it hasn't been working.

[Josh_Hill13]

There is a similar thread earlier.

I suggest doing a search for "referral form" in the community. you will find a lot of detail on what others have done.

Also, I'm not sure why you mention a webhook here. You would want to use jquery most likely and then pass the information to Marketo first.

[Nate_Oosterhous]

I have searched the community and can't find anything to accomplish what I am looking for.  I do not know where to start using jquery.

[SanfordWhiteman]

I think what Josh is getting at here is you may have an X-Y problem: asking how to do X before researching to find out Y is a better goal.

In this case, you can use SFDC Web-to-Lead directly from the page with the Marketo form, when the form submits. Then you kill both birds from the browser, no webhook necessary.

[Nate_Oosterhous]

Hi Sanford,

Could you expand a little bit more about what you mean by using the SFDC Web-to-Lead directly from the page with the Marketo form when the form submits?

Thank you

[SanfordWhiteman]

In a nutshell, Web-to-Lead is an SFDC feature that allows you to post a simple HTML form (not even a more sophisticated Ajax form) to a URL @ Salesforce.com and have it automatically create and/or route leads.

There's no need for that form to be visible to the user at before it's posted.

So you can use a Marketo form to submit the referrer information and then, using the Marketo Forms API's onSuccess hook, post the referral's information over to SFDC silently, from the same page.

Unfortunately I'm on vacation this week so I may not have a chance to put up my usual demo, but I promise I will early next week.

[ChantelH]

You promised a demo on this one and I desperately need it 🙂 so if you can make that happen, much obliged.

[SanfordWhiteman]

Can you link to your Web2Lead form? You can PM it to me in this case if you want to keep the URL private.

[Nina_Valtcheva5]

Sanford Whiteman​ - I'm trying to figure out how to implement this and am stuck on this part on how to tie the Marketo form to the Web2Lead form:

then, using the Marketo Forms API's onSuccess hook, post the referral's information over to SFDC silently, from the same page.

Do you have a demo that you can share?

[SanfordWhiteman]

Do you have your Web-to-Lead form generated from SFDC? You'll need to know the fields on that form, and its action attribute (i.e. the form's {{endpoint URL}}.salesforce.com) to invoke it from the Marketo form.

[Josh_Hill13]

Typing in "referral" to the search box came up with dozens of ideas.

Referral Program widget

Referral program without referral offer feature

Referral offer and referral form

Referral Form Best Practice

here are a few which may be related to your issue.

From your response, I think the best thing to do is design what you want on paper and then go discuss it with your SFDC Admin and/or a developer who knows jquery and Apex code.

What Sanford says will also likely work. What he means is to create a SFDC W2L form in SFDC and have the bottom form post to SFDC to create a lead. If you do not know how to do this, speak with your SFDC Admin or visit support.salesforce.com. They will show you how.