Topics started by Leslie_Bartley

2 Topics

L
Leslie_Bartley
posted in Ask a Question

WebHook: Post to URL with Pardot to Update SF Campaign Status

We’d like to be able to automate updating a campaign status for someone in a Salesforce campaign upon application completion. The best way I can think to do this would be through the post to URL. For example, posting the email address to a Pardot form where the Pardot form completion action is to tag them, which an automation rule is set to update their status in the Salesforce campaign. The campaign is an “application” that is setup on four separate forms to break up the whole form application into pieces rather than a giant form all at once. The final page has an automated email once completed, but I’d also like to figure out a way to update the salesforce campaign status. Keep in mind, all of these applicants are existing contacts in Salesforce. So I need a solution that does not create new records (Zapier), but just recognizes the email address field to be able to tag. This is currently set up as a form handler and configured to work. Now, the issue we are running into is losing th

0
M
7 years ago
L
Leslie_Bartley
posted in Ask a Question

Custom Form Options

I’d like to use Unbounce as a landing page provider, but need to make sure it would be easy to embed/create a custom form that we use on multiple other platforms rather than what is built-in. This form captures information for more than one platform, Pardot, Salesforce Marketing Cloud and one other internal capture so it wouldn’t just be one embed form code to add via the custom HTML.  Any ideas or help for this roadblock? 

0
K
7 years ago

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