5 Replies Latest reply on Jan 26, 2017 2:33 PM by Sanford Whiteman

    NetSuite Interesting Moments and Marketo Form Submissions

    Henry Wong

      Currently on NetSuite, in the Marketo tab syncs with the lead's Interesting Moments. One of these moments is when they will visit a page and fills out a Marketo form.

       

      Is there a way to sync the contents of what they filled out in the form to the lead record/interesting moment on NetSuite?

       

      Also is there a way to automatically create a record of the work flow for this task on NetSuite or edit the existing "Marketo Activity" for this moment to log the progression of this task?

       

      Would anything have to be changed in the Marketo form in order for NetSuite to be able to capture this information?

        • Re: NetSuite Interesting Moments and Marketo Form Submissions
          Sanford Whiteman

          You should move the question to Products...  "Community" is for issues with the Marketo Nation (this website) itself, and yes, this is confusing!

           

          When creating an IM, you can add {{Trigger.Tokens}} and {{Lead.Tokens}}. Is that what you mean?

            • Re: NetSuite Interesting Moments and Marketo Form Submissions
              Henry Wong

              Sorry if that was confusing, lets hope this clarifies what I want to achieve and convey better.

               

              Currently with the integration between the two systems, when a lead fills out a form it will create a new "Marketo Activity" under the "Marketo" tab within NetSuite on the person's lead record.

               

              Their actions are broken up two activities: one is visited the page where the Marketo form is used, the other is filled out form.

               

              Right now, I want to take the "comments" they typed in the form, and have it appear under the desired field in NetSuite.

               

              Basically, I want to take the information that was captured in the Marketo form, then display it in their NetSuite lead record under the "Filled Out Form" activity or another applicable field.