Step by step guide:

1. In this tutorial we will show you how you can take the New Lead data from Marketo and use it to fill a fillable PDF Form as well as add the New Lead data as text objects using and Zapier.

We will specifically take the New Lead’s name and email address. The New Lead could come from a recently submitted Marketo Web Form or manually added in the platform.

You can also simply add text, images and links to existing PDF by coordinates! Check this and this tutorials.

If you still need to fill in text into Fillable Fields in PDF Forms, please continue below.

PDF Source File To Fill With Marketo Data
Screenshot of Fillable PDF Form Template

2. We will assume that you have already configured the New Lead trigger step for Marketo. We will now set up the action step. Kindly choose the as the App and the PDF Filler as the Action Event.

Set PDF Filler As The Action Step

3. Now, we will configure the PDF Filler with the Marketo data.

  • In the Source PDF field, kindly enter the PDF file. In our case, we will use the fillable PDF Form that I stored in the built-in File Storage. To learn how to use the built-in file storage, check out this tutorial.
  • In the Text Objects field, kindly enter the x-coordinate;y-coordinate;pageNumber;marketoNewLeadData;fontSize;fontName. To help you find the coordinates easily, you can use the PDF Viewer here.
  • In the Fillable Fields field, kindly enter the pageNumber;fieldName;marketoNewLeadData. There are two ways to get the field name of an object. You can either use the Get PDF Info or follow the tutorial steps here.

Configure PDF Filler With Marketo Data

4. We are ready to send our PDF Filler configuration to to Test & Review.

Send PDF Filler To To Test And Review

5. Great! returned a temporary URL where we can view and download the filled PDF Form. Please copy and paste the URL to your browser to see the result.

PDF Filler Test Was Successful

6. Excellent! We have successfully filled the PDF Form with New Lead data from Marketo.

PDF Form Filled With Marketo Data

Alternative Way To Generate PDF With Marketo Using has an HTML to PDF functionality. You can create your own HTML template using Raw HTML Code and Marketo data to convert into PDF. To use this functionality, kindly choose Anything to PDF Converter as the Action Event.

In this tutorial we learned how to fill a fillable PDF Form template with the New Lead’s name and email address from Marketo. Aside from filling the PDF Form, we also learned how to add the New Lead’s name and email address as text in the PDF.

We also familiarized ourselves with the helpful built-in tools such as the File Storage, Get PDF Info, and the Simple PDF Viewer.

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