Marketo

1. Log in to Zapier
   1. Access your Zapier dashboard to begin setup
2. Create a new Zap
   1. Click “Create Zap” (or “Make a Zap”) to start a new automation
3. Set Cognito Forms as the trigger
   1. Choose Cognito Forms as the trigger app and select the “New Entry” event
   2. Connect your Cognito Forms account and pick the specific form you want to integrate
4. Add Marketo as the action
   1. Select Marketo as the action app and choose an action such as “Create or Update Lead” (or “Add Lead to List” for list building use cases)
   2. Connect your Marketo account to Zapier by entering the required API credentials
5. Map form fields to Marketo fields
   1. Match the fields from your Cognito Form (e.g., Name, Email, Phone) to the corresponding fields in Marketo so that information is passed correctly
6. Test the Zap
   1. Run a test by sending a sample form submission through the Zap. Verify that Marketo received the data and a lead was created or updated as expected
7. Activate the Zap
   1. Turn on the Zap. New Cognito Forms entries will now automatically flow into Marketo, creating leads or updating records without any manual steps

Still need help? Check out our Zapier support article.

1. Log in to Make
   1. Access your Make dashboard
2. Create a new scenario
   1. Click “Create a new scenario” to start building the integration
3. Set Cognito Forms as the trigger
   1. Add the “Watch New Entries” module for Cognito Forms
   2. Connect your Cognito Forms account and select the form you want to monitor for new entries
4. Add Marketo as the action
   1. Add a Marketo module, such as “Create a Lead”, to your scenario
   2. Connect your Marketo account to Make
5. Map form fields to Marketo fields
   1. Align fields from your Cognito form (e.g., Name, Email) with the corresponding fields in Marketo
6. Test the scenario
   1. Run the scenario once to test the setup
   2. Submit a test entry in Cognito Forms and verify that a new lead is created or updated in Marketo
7. Activate the scenario
   1. Save and activate the scenario to enable continuous automation of sending form entries to Marketo

Still need help? Check out our Make support article.

1. Log in to Microsoft Power Automate
   1. Access the Power Automate (Flow) portal with your Microsoft account
2. Create a new flow
   1. Click “Create” and choose an “Automated cloud flow” to build a new workflow
3. Set Cognito Forms as the trigger
   1. Search for “Cognito Forms” and select “When a new entry is submitted” (New Entry) as the trigger
   2. Connect your Cognito Forms account and specify the form to monitor
4. Add Marketo as the action (via HTTP)
   1. Since Marketo may not have a native Power Automate connector, use an HTTP action to send data to Marketo’s API
   2. Choose the HTTP action and set the method to POST with the URL for Marketo’s Create Lead endpoint
5. Authenticate with Marketo’s API
   1. In Marketo, obtain API credentials (Client ID and Client Secret) and use them to get an access token
   2. In your flow’s HTTP action, add the required authentication header (e.g., Bearer token) so Power Automate can securely call Marketo
6. Map form data in the HTTP request
   1. Configure the HTTP request body with JSON, mapping Cognito Forms fields (like first name, last name, email) to the appropriate fields in Marketo’s lead object
7. Test and activate the flow
   1. Submit a test form entry and run the flow to ensure a lead is created/updated in Marketo
   2. Once confirmed, save and turn on the flow to automatically send new form submissions to Marketo going forward

Still need help? Check out our Microsoft Power Automate support article.