How to Fill PDF with Marketo Data using and Zapier

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.


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

Step 1: Select then Select PDF Filler

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

Step 2: 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 our PDF Edit Add Helper.
  • 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 tool or follow this tutorial.
Configure PDF Filler With Marketo Data

Step 3: Test & Review the Configuration

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

Send PDF Filler To To Test And Review

Step 4: Copy & Paste URL to Browser to See Result

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

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 File Storage, Get PDF Info, and the Simple PDF Viewer.