Skip to main content
Sign in

Integrating with Pardot

tseitz
  • Updated

Integrate 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.

Using the form handler URL and external field names specified in the form handler, Integrate sends the leads to Pardot via an Outbound Form post. Below are instructions on creating the form handler in Pardot and where to find the information required for an integration.

User Permissions Needed: Pardot Administrator or Marketing role

This article contains these sections:

 

Create a Pardot Form Handler

  1. Open the Form Handlers page

    • In Pardot Classic, select Marketing > Forms > Form Handlers

    mceclip1.png

    • In the Salesforce Lightning app, select Content > Form Handlers

    mceclip0.png

  2. Click + Add Form Handler

    mceclip2.png

  3. Name the form handler

  4. Select a folder

  5. Add Tags, if necessary

  6. Select a campaign

  7. Turn on Kiosk/Data Entry Mode
    • This will tell the form handler to NOT cookie the browser as a submitted prospect, since the lead will be coming from Integrate’s servers.

  8. If the data from the form is forwarded to another service/product, enable data forwarding to a success location. Otherwise, leave this box unchecked.

  9. Leave the Disable Visitor Activity throttling… option unchecked.

  10. From the Success Location dropdown, select Referring URL
    • If you turned on the Enable data forwarding option, this is where you input the URL to forward the data to by selecting Specific URL.

  11. From the Error Location dropdown, select Referring URL

  12. Configure Completion Actions - These are not required but can be optionally added if needed.
    • Worth noting, 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).
    • You can change the default score increase for Form Handlers by going to Pardot Settings > Automation Settings > Scoring > Edit Scoring Rules, but this will change the scoring rule for ALL Pardot Form Handlers.

  13. Add form fields
    Repeat these steps for each field on your form that you want Integrate to be able to write a value into.
    • Click + Add New Field
      mceclip3.png

    • Enter External Field Name.
      • The name is specified by the ‘name=’ attribute of the input tag in the HTML of your external form.
      • External field name is case-sensitive.

    • Select the prospect field

    • Under the Advanced tab, it can be helpful if you edit the Error Message text to indicate which field the error is related to.
      • For example, the default value for the Error Message is “This field is required.”, but you may want to change it to “Email is required.” to enable easier troubleshooting of integration issues.
      • You can also choose to enable the “Maintain the initial value upon subsequent form submissions” option. This will store the first value for this field and will not allow it to be overwritten/updated.
        mceclip4.png

    • Save your changes.
      • Make note of your External Field Names as you will need this when configuring the integration in Integrate.
      • In the example below, the External Field Names are: “email”, “firstName”, “lastName”, etc.
        mceclip5.png

    • In addition to the External Field Names, please also make note if any of the fields on your Form Handler are picklist/dropdown fields (i.e. States in 2 letter abbreviations, Country in ISO2 values, etc.). Please share these picklist(s) field values with your Integrate team.

  14. Click Create form handler

  15. Once your Form Handler has been created, you should be automatically taken to the Summary page where you can find your Endpoint URL. Switch to HTTPS and copy this value.

 

In the example below, the Endpoint URL is “https://go.demo.pardot.com/l/93272/2020-04-17/n3ghj”

mceclip6.png

 

 

Set Up within Integrate Demand Acceleration Platform 

  1. Create a new Outbound Integration within Integrate by navigating to Settings > Integration Hub > scroll to the Integration Library and select Outbound Form
    mceclip7.png

  2. Name your new integration and paste in the Endpoint URL that we found earlier on the summary page of our Form Handler
    mceclip8.png

  3. You can leave the Headers section as is, but you will need to copy and paste your External Field Names into the Schema section on the new outbound form post integration we just created.
    mceclip9.png


  4. Click Integrate in the top right and you are all set! You can now assign this integration to your Integrate Campaigns/Sources.

Related articles