Setup the initial integration to Pardot

If you want to have all captures automatically sent to Pardot, you'll need to take the following steps to setup the initial integration

Log in to your Back Office
Click My Account at the top right
Click Integrations
Click on Setup a New Integration

Name the Integration Account and select "Pardot" in the "Select Your Integration/Service Provider" and click "Submit and Continue"

Note: In order for iCapture to push captured data to your Pardot account, you must supply the requested information above. You can obtain the Email,Password, and User Key 

*The User Key is available in Pardot under {your email address > Settings in the API User Key row for the Pardot user account that will be submitting API requests. If you need assistance in acquiring your user key, contact your Pardot support representative.

Sending Data to the Pardot Integration

Sending data over to the integration is a 2 step process. The first step is setting a list assignment for each questionnaire. The second step is to ensure data fields are mapped correctly.

Step 1: Add list an assignment

  • Return to the Questionnaire Overview page and click on Edit Questionnaire to enter the questionnaire builder
  • Click on Integrations at the top of the page
  • In the Click Here to Select Integration select your Pardot integration and click Add List Assignment
  • In the window select your options for De-Duplication, Campaign and Prospect list
  • Click “Create List Assignment”

Note: List assignments must be done prior to capturing data! 

Step 2: Map data fields

  1. On the Integration tab of the questionnaire builder click on Map Data Fields
  2. On the left side of the page are the merge fields available from your questionnaire
  3. On the right side of the page are the fields returned from your integration
  4. Select the merge field and drag it over to the right and drop it in the field from your integration

When you have mapped all of your fields click Submit Field Mapping to save the mapping

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