Relevant to: Demand Acceleration Platform
This article outlines the first steps needed to connect the Demand Acceleration Platform with Pardot, in order to post out leads.
Here you will learn what information is needed from Pardot, where to retrieve the information and how to create a new integration with the Demand Acceleration Platform.
Using this configuration, the Demand Acceleration Platform will send leads to Pardot using an Outbound Form. |
In this article
What this integration feature can do
- Pass data in real-time.
- Create new leads in Pardot.
- Update and add data to an existing lead in Pardot with the same email address.
Integration setup overview
- In Pardot - Create a new Form Handler.
- In Pardot - Gather Pardot credentials and field information.
- In the Demand Acceleration Platform - Enter Pardot credentials and field details.
You need access to your Pardot system (with a Pardot Administrator role) and your Integrate Demand Acceleration Platform. When setting up the integration, it is recommended that you are logged in to both platforms and have them open side by side. |
Connecting the systems
The Demand Acceleration Platform needs credentials gathered from Pardot in order to send leads into a form. The sections below outline the details needed and instructions to complete this setup in both platforms.
Create a Pardot Form Handler
The Demand Acceleration Platform sends leads to Pardot utilizing Pardot Form Handlers. Pardot form handlers allow third parties to post data into Pardot without having to create a custom integration.
1. In the Salesforce Lightning app, select Content > Form Handlers.
2. Click + Add Form Handler.
Add the required fields to the Form Handler:
Field in Pardot | Required? | Action in Pardot |
Name | Required | Name the form handler. |
Folder | Required | Choose a folder. |
Tags | Optional | Assign any tags to the Form Handler. |
Campaign | Required | Choose a Campaign. |
Tracker Domain |
Required |
Select either the default link or another. |
Kiosk/Data Entry mode |
Optional |
Check box.
|
Enable data forwarding to the success location |
Optional |
Check the box if the data from the form is forwarded to another service/product, enable data forwarding to a success location. Otherwise, leave this box unchecked. |
Disable Visitor Activity throttling and send auto-responder emails after every submission. |
Optional |
Leave unchecked. |
Success Location |
Required |
Select Referring URL from the dropdown menu.
|
Error Location |
Required |
Select Referring URL. |
Completion Actions |
Optional |
The 'Adjust Score' option will allow you to add/remove points from a lead’s score beyond the default for form handler submissions (which is a 50 point increase by default).
|
Form Fields |
Required |
Add all the fields to the form that you would like to populate with lead data from the Demand Acceleration Platform.
|
Add fields to the new Form Handler
You need to repeat the following steps for every Pardot field to where you would like to send data from the Demand Acceleration Platform. |
Click + Add New Field.
Add the following information:
Field in Pardot | Action in Pardot |
External Field Name |
Enter a Field Name.
|
Prospect Field |
Select the relevant field from the drop-down menu. |
Data Format | Select the date format from the drop-down menu. |
Required | Check the box if a value must be submitted for the field. |
Advanced Tab |
It can be helpful to edit the Error Message text to indicate which field the error is related to.
|
Click Save changes and repeat this step for all fields.
4. Click Create form handler to finish building the Pardot Form Handler.
Gather required information from Pardot
Once your Pardot Form Handler is established, you need to retrieve the following data points from Pardot.
Data to collect from Pardot |
Where to find the data | |
Endpoint URL |
In the Pardot Form Handler, go to Summary. |
|
External fields
|
In the Pardot Form Handler, go to the Form Field Mappings. See section for detailed instructions.
|
Use the Connecting to Pardot Template at the end of this article to help capture your details. |
Endpoint URL
Find the Endpoint URL in the Summary page. Switch to HTTPS and copy the value.
External Fields
Find the External Fields in the Pardot Form Handler > Field Mapping section.
For each field, note:
- External Field Name - Special characters should not be included.
- Field type - eg. string, currency, date, integer, phone, Boolean.
- Picklist field values (if applicable) - Common for fields like state, country, industry, etc.
- Field length restrictions - Min/max number of characters.
- Field requirement - Whether field is required or optional, plus any other validation requirements.
Connect Pardot to the Demand Acceleration Platform
Having collected all the required information from Pardot, you can now establish your integration in the Demand Acceleration Platform.
1. In the Demand Acceleration Platform, click the Settings icon.
2. Click on the Integration Hub and scroll to the Integration Library. Click the + button on the Outbound Form tile.
3. The integration configuration modal will appear.
Within the Outbound Form - Configuration modal, complete the following:
Field | Description | |
Name |
Enter a name for your Pardot integration.
|
|
URL |
Paste in the Endpoint URL value that was collected from your Pardot instance. |
|
Headers |
Leave this as the default. |
|
URL Encode Request |
Check this box. |
|
Schema |
Add your Pardot External Field Names that you gathered in the previous section of this guide. You can bulk copy and paste these from Excel, with each field on a new line, into this section.
|
4. Once completed, click the Integrate button to save and create your new integration.
You will now see your Pardot (Outbound Form) Integration as a tile in the System Integrations section at the top of your Integration Hub page.
If any changes need to be made (such as if additional fields are added), you can open this modal to adjust the integration settings. Click the Settings icon.
The Demand Acceleration Platform and Pardot are now connected. |
Recommended Reading
For more help, get in touch with our Support Team or your Customer Success Manager.