How to send Consensus Leads to Pardot
This integration enables leads captured by our lead capture form to be sent to Pardot automatically. We will be using our web-to-lead feature in conjunction with a Pardot form handler to enable this functionality.
REQUIREMENTS
- Create Prospect Custom Fields
- Create Form Handlers
INSTALLATION
1. Log into Pardot and go to Admin > Configure Fields > Prospect Fields
2. Click on the Add Custom Field button
3. Now create a custom field with the Type being Text and enter a Name and Custom Field ID. You can use the naming convention below (Demo Title) or create your own.
4. Repeat this process and create custom fields for the following data
- Name: Demo Very Important Features
- Custom Field ID: Demo_Very_Important_Features
- Type: Text
- Name: Demo Somewhat Important Features
- Custom Field ID: Demo_Somewhat_Important_Features
- Type: Text
- Name: Demo Not Important Features
- Custom Field ID: Demo_Not_Important_Features
- Type: Text
Note: If you have created custom fields or are capturing comments in your demo's lead capture form, you'll also want to create those as custom fields in Pardot. In this example we will create two additional custom fields in Pardot to collect the comments and Company Size fields.
5. Now we will create the form handler. Go to Marketing > Forms > Form Handlers
6. Click on the Add Form Handler button
7. Fill out the required fields and select the Kiosk/Data Entry Mode checkbox
8. Now scroll down to the Form Fields section and click the Add New Field button
9. We will add the new field to the form handler for the first name. Make sure the External Field Name matches the Label you are sending from Consensus.
10. Repeat this process until all of the fields in your demo's lead capture form match your Pardot form handler
Note: The only fields required in the Pardot form are also required on your demo's lead capture form. This is important to note because if you require a field in Pardot that is not required on your demo's lead capture form the lead may not be created in Pardot.
11. Click the Save form handler button
12. Go to the Endpoint URL section of the summary and click the https button
Note: Here is the summary view for the Form Field Mappings. Your mappings might look different depending on the naming convention you followed and if you added additional custom fields.
Important! the External Field Name is what will need to match on the web-to-lead field mappings inside of Consensus.
13. Go to web-to-lead tab on Consensus and enter the Endpoint URL from the summary in the Post to URL input field
14. Now populate the ID/Name inputs in the web-to-lead tab on Consensus and match them to the External Field Name in the Form Field Mappings summary from Pardot. Note that the email field is lowercase "email" because it's a predefined field in Pardot.
Important! the External Field Name is what will need to match on the web-to-lead field mappings inside of Consensus. Below is an example of how they need to match.
15. Click the Save button and follow the directions for creating a test lead
All done! You should now have all new leads created on the Consensus platform being pushed into your instance of Pardot.