> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/integrations/marketo/send-marketo-form-data-to-slapfive.md).

# Send Marketo Form Data to SlapFive

### Process Overview

The automated workflow runs in four steps:

1. **Form:** A prospect fills out a Marketo landing page form with their details.
2. **Smart Campaign:** A Marketo Smart Campaign detects the form submission and triggers automatically.
3. **Webhook:** The campaign calls a configured Webhook that POSTs the form data as JSON to SlapFive's automation server, which updates SlapFive Members, Companies, Campaigns, etc.

### Step 1 — Create the Webhook

The Webhook tells Marketo where to send data and what to include in the request body.

1. In Marketo, navigate to **Admin → Integration → Webhooks**.
2. Click **New Webhook**. The New Webhook dialog opens.
3. Complete each field as follows:

| Field                      | Value to Enter                                                                                                                                                                                                           |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Webhook Name**           | *Send Form Completion to SlapFive* (or any descriptive name)                                                                                                                                                             |
| **Description**            | Enter an optional description                                                                                                                                                                                            |
| **URL**                    | Paste the Webhook Trigger URL provided by your SlapFive CSM here                                                                                                                                                         |
| **Request Type**           | POST                                                                                                                                                                                                                     |
| **Template**               | Use Marketo's Insert Token function to generate the JSON body that your form will pass to SlapFive. Marketo will automatically replace each token with the lead's field value when the webhook fires. See example below. |
| **Request Token Encoding** | UTF-8                                                                                                                                                                                                                    |
| **Response Type**          | JSON                                                                                                                                                                                                                     |

**Template Field: JSON Body Example**

```json
json

{
  "referral_first_name": "{{lead.First Name:default=edit me}}",
  "referral_last_name": "{{lead.Last Name:default=edit me}}",
  "referral_email": "{{lead.Email Address:default=edit me}}",
  "referral_job_title": "{{lead.Job Title:default=edit me}}",
  "referral_company_name": "{{company.Company Name:default=edit me}}",
  "referrer_email": "{{lead.Temp String 5:default=edit me}}",
  "why_referring": "{{lead.Temp Text Area 1:default=edit me}}"
}
```

4\. Click **Save**. The webhook now appears in your Webhooks list.

5\.  Reopen the webhook you just saved and click **Add Header**. Add the following header so that SlapFive's server correctly interprets the request body as JSON:

| Header Name  | Header Value     |
| ------------ | ---------------- |
| Content-Type | application/json |

6\. Click **Save** again.

***

### Step 2 — Create the Form

Build the Marketo form that collects the data you want to pass to SlapFive. If you already have a suitable form, skip to Part 3.

1. In Marketo, navigate to **Design Studio → Forms**, or right-click a folder in **Marketing Activities** and choose **New → New Form**.
2. Click **New Form**. Enter a descriptive name (e.g. *Customer Referral Form*) and click **Create**.
3. The Form Editor opens. Add the form fields using the field picker on the left panel:

| Field Label       | Field API Name | Input Type | Required? |
| ----------------- | -------------- | ---------- | --------- |
| **First Name**    | `FirstName`    | Text       | Yes       |
| **Last Name**     | `LastName`     | Text       |           |
| **Email Address** | `Email`        | Email      | Yes       |
| **Company Name**  | `Company`      | Text       |           |

**Mark Email Address as Required.** Marketo uses email address as the unique identifier for lead records. Without a required email field, Marketo cannot create or match leads correctly, which will result in missing data in SlapFive.<br>

4. Click the **Thank You Page** tab and enter a redirect URL or a thank-you message to display after submission.
5. Click **Finish → Approve and Close**. Embed the form on a Marketo Landing Page or copy the **Embed Code** to add it to an external page.

***

### Part 3 — Create the Smart Campaign

The Smart Campaign is the automation engine that listens for form submissions and fires the webhook.

1. In Marketo, go to **Marketing Activities**, right-click the program or folder where this campaign should live and select **New Smart Campaign**. Give it a clear name such as *Webhook — Send to SlapFive*.

**Smart List (Trigger)**

2. Click the **Smart List** tab. From the trigger panel on the right, drag **Fills Out Form** onto the canvas and configure it:

| Setting                   | Value                                           |
| ------------------------- | ----------------------------------------------- |
| **Trigger**               | Fills Out Form                                  |
| **Form**                  | Select the form you created in Part 2           |
| **Web Page** *(optional)* | Any, or restrict to a specific landing page URL |

**Use a trigger, not a filter.** Using **Fills Out Form** as a trigger means the campaign runs in real time every time the form is submitted. Do not use a filter-only batch approach for webhook calls — the data won't arrive in SlapFive's automation server immediately.<br>

**Flow (Action)**

3. Click the **Flow** tab. Drag **Call Webhook** onto the canvas and configure it:

| Setting     | Value                                     |
| ----------- | ----------------------------------------- |
| **Webhook** | Select the webhook you created in Step 1. |

4. Click the **Schedule** tab. Confirm **Campaign Type** is set to **Triggered**, then click **Activate**. The campaign is now live.

***

### Step 4 — Test the Integration

1. Open the landing page or form preview and submit a test entry with your own name, email address, and company name.
2. In Marketo, go to **Marketing Activities → your Smart Campaign → Results** tab. A **Call Webhook** activity should appear within a few seconds.
3. In SlapFive, check that the records were created or updated. This is typically Member, Company, and Campaign records.