Boosting Your CRM Productivity

Appendix F – Integration with Pardot Forms

If you are using Pardot web forms instead of Salesforce Web-to-Lead to capture leads on your website, you need to do a minor customization to the web forms so that the two fields required by the AdIntel App are populated properly when the visitor clicks the submit button.

The two AdIntel fields will be updated automatically by the AdIntel javascript that is included in your web site template just before the ending body tag. Following is a complete example of a sample form which includes the two AdIntel custom fields.

Prerequisites:

  1. You have included the following AdIntel javascript on your web site, just before the body tag:
    
    
  2. Pardot is integrated with your Salesforce CRM org and is configured to push prospects captured from web forms to Salesforce.

Procedure:

  1. Create two custom text fields called Referral URL and Landing URL for the Prospect object in Pardot. Ensure that their API names are adintel_referral_url and adintel_landing_url respectively.
  2. Map the Referral URL prospect field to the corresponding AdIntel custom field in the Salesforce Lead object.
  3. Map the Landing URL prospect field to the corresponding AdIntel custom field in the Salesforce Lead object.
  4. Create the web form as you normally do with the Pardot form builder.
  5. Add the Referral URL and Landing URL prospect fields as hidden fields to the form.
  6. Do any other necessary customizations and save the form.
  7. Make a test to check that the AdIntel fields in the prospect object are being populated properly.
  8. Done. AdIntel is now integrated with your Pardot web form. Please repeat this procedure for all other Pardot forms.

Example:


 

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