Do you want to automatically send leads from your WordPress forms to Marketo? 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 automatically send leads from WordPress forms to Marketo.
Integrate WPForms With Marketo
To send leads to Marketo, 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.
After the installation, you’ll need to create a WordPress form. You can see our tutorial on how to create a request a quote form to get started. Let’s rename the form as Marketo for the sake of this example.
In order to import leads into Marketo from your form, you’ll need to install and activate Zapier addon on your site.
The Zapier addon lets you connect your WordPress forms to over 2,000+ web apps, including things like Google Calendar, Jira, and the Marketo app.
For more help with this step, you can check out our tutorial on how to install and use the Zapier addon.
Now let’s take a look at how to send leads to Marketo from your WordPress forms.
Make a New Zap
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, you can refer to our tutorial on using Zapier with WPForms.
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 before fetching existing entries.
You should then see a successful confirmation message.
Connect Your WordPress Forms to Marketo
Now that you’ve connected Zapier to WPForms plugin, it’s the 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 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 from your Marketo account.
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.
Final Thoughts
That’s it! You have just learned how to automatically send leads from WordPress forms to Marketo.
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.
What are you waiting for? Get started with the most powerful WordPress forms plugin today.
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