WPForms Blog

WordPress Tutorials, Tips, and Resources to Help Grow Your Business

How to Automatically Send Leads from WordPress Forms to Marketo

Last updated on Oct 17, 2017 by Sameen Imtiaz

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.

Request a Quote form in WordPress

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 500+ web apps, including 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.

Marketo Form Entry

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.

Marketo App

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.

Marketo Action

Now you need to connect your Marketo account to Zapier. Click Connect a New Account.

Marketo 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.

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.

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.

If you like this article, then please follow us on Facebook and Twitter for more free WordPress tutorials.

Comments

  1. Thanks for reading this article – I hope you found it helpful.

    I wanted to let you know about our new WordPress survey plugin that allows you to build interactive polls and surveys within minutes. You also get best-in-class reporting, so you can make data-driven decisions.

    You can get it 100% free when you purchase WPForms Pro plan.

    Get Started with WPForms Today and see why over 1 million websites choose WPForms as their preferred online form builder.

    Syed Balkhi
    CEO of WPForms

Add a Comment

We're glad you have chosen to leave a comment. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. Do NOT use keywords in the name field. Let's have a personal and meaningful conversation.