Knowledge Base

Formulayt can push form submissions into Salesforce Marketing Cloud Data Extensions via the Server-to-Server API integration. This allows you to store form data directly in a designated Data Extension, which you can then leverage in Email Studio, Journey Builder, or any other SFMC workflows.

Integration Requirements

    1.    Salesforce Marketing Cloud Admin Access

You need access to create Installed Packages and manage API integrations. Typically this requires the Administrator role or similar privileges in SFMC.

    2.    Installed Package with Server-to-Server Integration

You will create a Server-to-Server component in an Installed Package to generate a Client ID and Client Secret, plus define the appropriate scopes (write access to Data Extensions).

    3.    Data Extension External Key

Determine which Data Extension (DE) you want to store your form submissions in. You’ll need to provide the External Key of that DE to Formulayt.

Once these items are configured, each form submission will be inserted as a new row in the Data Extension you choose.

Step 1: Create a Server-to-Server API Integration in SFMC

    1.    Go to Setup

        •    In Marketing Cloud, click your user name (top-right) → Setup.

    2.    Installed Packages

        •    In the left sidebar under Platform Tools, choose Apps → Installed Packages.

        •    Click New to create a package (or edit an existing one).

    3.    Add a Component

        •    Select Add Component → API Integration.

        •    Choose Server-to-Server integration type.

        •    Give it a name (e.g., “Formulayt Integration”).

    4.    Assign Permissions (Scopes)

        •    Under Permissions, check Read and Write for Data Extensions (and Auto-Refresh token if available).

    5.    Obtain Client ID and Secret

        •    After saving, SFMC provides a Client ID and Client Secret.

        •    Also note your Auth Base URL, REST Base URL, and SOAP Base URL— these will give you your account subdomain.

    6.    Data Extension

        •    In Email Studio → Subscribers → Data Extensions, find or create the DE you plan to use.

        •    Record its External Key (sometimes called “Customer Key”). Formulayt will use it to identify which DE to insert rows into.

Step 2: Enter SFMC Details in Formulayt

Once your Server-to-Server integration is set up and you know which Data Extension you’ll use, log in to your Formulayt admin area:

    1.    Open the Salesforce Marketing Cloud Integration

        •    Under Apps, find Salesforce Marketing Cloud.

        •    You’ll see fields like Client ID, Client Secret, Marketing Cloud Subdomain, and Data Extension Key.

    2.    Fill in the Required Fields

        •    Client ID: The “Client ID” from your SFMC Installed Package.

        •    Client Secret: The “Client Secret” from the same Installed Package.

        •    Marketing Cloud Subdomain: This is typically the first part of your URLs, e.g. mcxxxxx in mcxxxxx.rest.marketingcloudapis.com.

        •    Data Extension Key: The External Key for the Data Extension where you want to store submissions.

    3.    Save your configuration. Formulayt will then use client_credentials to obtain an access token whenever it needs to push data to your DE.

Step 3: Define Your Field Mapping

After integration is active, you can specify how Formulayt form fields map to your Data Extension fields:

    •    Data Extension Field Mapping:

        •    Tells Formulayt how to populate the Data Extension columns from your form fields.

        •    For example, “Formulayt field email → DE field EmailAddress.”

        •    If you have enabled Read access to Data Extensions, we'll automatically read and present a list of the DE fields for you to select from. Otherwise, you will need to manually enter the field ID.

In the same Salesforce Marketing Cloud integration settings in Formulayt, you’ll see a “Field mappings” section. Provide which of your Formulayt fields map to which Data Extension columns. Once set, each new submission inserts a row with the correct column values.

Need Help?

If you encounter issues with the Marketing Cloud integration after following these steps:

    •    Check your Installed Package settings (Client ID, Secret, Scopes).

    •    Ensure you have Write permission to Data Extensions in your API user.

    •    Confirm the Data Extension Key is correct.

Still need assistance? Contact our support team, and we’ll help you troubleshoot your integration setup.