Do you want to send leads from your WordPress forms to Marketo automatically?
With WPForms, you can easily integrate your online forms with Marketo, so you don’t have to add your customers manually, which can be a great time saver.
In this article, we’ll explain how to send leads from WordPress forms to Marketo automatically using none other than WPForms.
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How to Send Leads from WordPress Forms to Marketo
Sending leads from WordPress forms to Marketo is easy using WPForms. Follow the steps below to get started.
Step 1: Install the WPForms Plugin
Since Marketo and WordPress don’t have a direct, built-in integration for forms, you’ll need to use a plugin like WPForms.
So, the first thing you need to do is to install and activate the WPForms plugin. Here’s a step-by-step guide on how to install a WordPress plugin.
Step 2: Get the Zapier Addon in WPForms
Once you’ve installed the plugin, from your WordPress dashboard, go the WPForms and click on the Addons button.
In the Search Addons field, type “Zapier” and wait for the addon to show up. Then, click on the Install button, followed by the Activate button.
The ZapierAddon lets you connect your WordPress forms to over 6,000+ web apps, including Google Calendar, Jira, and the Marketo app.
Step 3: Create a New Form with a Template
To send leads to Marketo, you’ll need to create a WPForms form. You can see our tutorial on how to create a request a quote form to get started.
All you have to do is go to WPForms » Add New and then select the Request a Quote Form Template to automatically create your form.
For the sake of this tutorial, we’ll call our form “Marketo”. Once the form builder loads, you can easily add or remove fields based on your needs.
In order to import leads into Marketo from your form, you’ll need to install and create a new zap through Zapier.
Step 4: Make a New Zap via Zapier
Log into your Zapier account and click the Make a Zap button in the top navigation. Then, follow Zapier’s step-by-step guide to create a Zap.
To see screenshots of every step, refer to our tutorial on using Zapier with WPForms, which guides you through the entire process.
Make sure to choose the Marketo form you just created, when you’re asked to setup Edit Options. You must have at least one test entry on your form.
Step 5: Connect Your WordPress Forms to Marketo
Now that you’ve connected Zapier to the WPForms plugin, it’s time to connect WPForms to Marketo.
The first step is to choose Marketo as the trigger app. Use the search bar to find the Marketo app and click on it.
Then, you’ll be asked to select Marketo trigger. As we are looking to create a new lead in Marketo from WordPress, let’s choose Create or Update Lead and click Continue.
Now, you need to connect your Marketo account to Zapier. Click Connect a New Account to proceed with the integration.
To do this, you’ll need to allow Zapier to access your Marketo data. After allowing it, click Continue. Then follow the instructions to fill in the required info.
Zapier will then walk you through the process to match up your WPForms form fields with your Marketo leads.
Once you’re done, make sure to turn on your Zap. You can also give your Zap an appropriate name.
By turning on Zap, you can automatically send contacts to Marketo whenever your visitors submit the form on your site.
For more help with this step, you can check out our tutorial on how to capture leads from WordPress to Salesforce.
FAQs about WordPress Marketo Integration
Marketo is a popular topic of interest among our readers. Here are answers to some common queries about the WPForms + Marketo integration.
How do you integrate with Marketo?
Integrating with Marketo can be achieved through various methods, including direct API connections, embedding Marketo forms on your website, or using third-party tools. For WordPress users, one effective way is to utilize plugins.
For instance, you can use the WPForms Pro plugin alongside the Zapier Addon, which allows for easy data transfer from your WordPress forms to Marketo, streamlining the lead capture and management process.
Does Zapier support Marketo as an integration?
Yes, Zapier does support Marketo as an integration, allowing you to connect Marketo with other apps and services.
This includes WordPress, enabling you to automate workflows between Marketo and your WordPress site, such as automatically adding new leads from your site into Marketo campaigns.
Can you integrate Marketo with WPForms via Zapier?
Absolutely, you can integrate Marketo with WPForms via Zapier. This combination lets you create custom forms on your WordPress site using WPForms Pro and then automatically send the captured information to Marketo.
By setting up a Zap (an automated workflow on Zapier), data entered in WPForms can be directly funneled into your Marketo account, helping to automate your lead management process.
For this, you’ll need WPForms Pro for creating custom forms and the Zapier Addon to connect WPForms with Marketo seamlessly.
Next, Check out These WPForms Hacks and Tips for Hidden Fields
Want to get more value from your client forms? Check out these web form hacks to unlock hidden customer data using WPForms hidden fields.
You can also find out how to get more leads with our article on research-backed tips to boost form conversions.
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Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.
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