Relevant to: Event Lead Management
| This Help Center article is relevant to customers using the Event Lead Management system only.
If you are using the Event Lead Management system with the Demand Acceleration Platform, see Setting up an Integration to Pardot.
After connecting the Event Lead Management system with your Pardot instance, you can add the integration to an Event. This article explains how to configure the settings and map fields to enable lead flow into Pardot.
| You need to have 1) connected your Salesforce account with the Event Lead Management system, and 2) have finalized your Event form - before setting up an integration on the Event.
|Connecting the Event Lead Management system to Pardot|
In this article
Adding a Pardot integration to an Event
| This step needs to be repeated with each Event that will create Pardot leads.
Duplicating an existing Event that already has a Salesforce integration will duplicate the setup.
1. In the Events dashboard, open an Event.
3. Select Pardot and click Add.
4. If business card scanning is setup for your Event, you can determine which source should be used to fill a Pardot Lead Property, in case the transcription and the form values are different.
5. Proceed to map your fields and click on Save changes once finished. Fields set to Unassigned will not be filled with any data.
A note on Match and Mismatch labels
The label displayed next to each mapped field indicates whether the mapped field data types are the same. For example, a string field mapped to a string field is the same data type and will display a Match label.
Different data types that are mapped together will display a Mismatch label. This will not prevent you from saving the integration setup because certain data types are compatible despite them not being the same - for example, a string field can receive data from a number field.
Some field types are not compatible and may cause leads to be rejected by the integrated system, for example a datetime field cannot receive data from a boolean (ie. 0 or 1) field.
The Mismatch label simply serves as a prompt to double check that the mapping is accurate. If the fields are confirmed as compatible, the Mismatch can remain in place.
Testing the Pardot integration
| It is crucial to confirm that each test lead has been successfully received, properly routed and is complete within Pardot - prior to your Event.
It is advisable to send numerous test values using different data capture methods (ie. business cards and badges if these will be used at your Event). This will minimize the risk of error during an Event when lead data is incoming.
If you don't have access to Pardot, collaborate with your system admin to confirm that test lead(s) have been received.
1. In the mobile app or webform - Submit a test lead.
2. In the Event Lead Management dashboard - Navigate to the Event and check the lead has been received. Reference the Integrations Logging Page to confirm no errors have been reported (and to help with troubleshooting, if needed).
3. In Pardot - Check that the lead has been received and correctly routed.
The Pardot integration has been added to your Event.
Frequently Asked Questions
How fast will my leads appear in Pardot?
Usually a few seconds after they appear in the Events dashboard.
How does this feature work when my devices are offline?
Contacts are queued to be added to Pardot as soon as the data synchronizes to the dashboard.
Can I import the data that I collected before I set up the integration on an event?
You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.
How do I disable or remove an integration from an Event?
From the Integrations screen for the event, under the Pardot row, select Remove Integration.
If a lead is affected by an error, can I resend the lead to Pardot after I've corrected the issue?
Yes, use the 'resend outbound integration' functionality in the Events dashboard to resend affected leads to Pardot. See Resending leads to integrated platforms.