Background
While using eTrigue for marketing campaigns to generate leads, your organization might request that you have the leads be sent to a third-party platform for lead collection and tracking.
If you are working with a vendor partnering with eTrigue to manage your leads to the third-party platform, the vendor might ask you to gather additional information in order for them to complete that task.
Please read further below for instructions on how to retrieve the required elements from your specific platform.
- For Marketo, click here.
- For Hubspot, click here.
- For Pardot, click here.
How to Send Leads to Marketo
- Log into your Marketo account.
- Setup a Marketo campaign and create a form:
- Approve form
- Click Embed Code.
- Include the specific fields: First name, Last Name, Company name, Email Address, Title and any hidden fields needed such as utm_source, utm_campaign, etc.
- Provide your account manager with the embedded form and scripts.
- Provide your account manager a couple sample prospect names to test with.
For additional detailed instructions on generating Marketo form code, visit: https://developers.marketo.com/javascript-api/forms/
How to Send Leads to Hubspot
- Log into your Hubspot account.
- Setup a Hubspot form.
- Add fields needed to your Hubspot form.
- Click Embed Code and “copy” button.
- Include the specific fields: First name, Last Name, Company name, Email Address, Title and any hidden fields needed such as utm_source, utm_campaign, etc.
- Provide your account manager with the embedded form and scripts.
- Provide your account manager a couple sample prospect names to test with.
For additional detailed instructions on generating a Hubspot form code, visit: https://knowledge.hubspot.com/forms/how-can-i-share-a-hubspot-form-if-im-using-an-external-site
How to Send Leads to Pardot
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Log into your Pardot account.
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Setup a Pardot form.
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Add fields needed to your Pardot form.
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Include the specific fields: First name, Last Name, Company name, Email Address, Title and any hidden fields needed such as utm_source, utm_campaign, etc.
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DO NOT add a form redirect.
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Click confirm & save and provide your account manager with the form link.
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Provide your account manager a couple sample prospect names to test with.
For additional detailed instructions on generating a Pardot form code, visit: https://help.salesforce.com/s/articleView?id=sf.pardot_create_form.htm&type=5