Pardot

When using one of the iCapture integrations there are 2 distinct steps that must be done.

  • Step 1 - You must create your integration so iCapture can communicate with your email or CRM service. This step only needs to be done once in your iCapture account unless you delete it.
  • Step 2 - You must then make the list assignment in each of the questionnaires that will be using the integration and map your data fields to ensure the data is sent over in the correct format.

Documentation is provided below for your specific integration.

Articles

Creating Your Pardot Integration
If you want to have all captures automatically sent to Salesforce, you'll need to take the following steps to setup the initial integration Log in to your Back Office Click Manage account at the top right Click "My Integrat...
Sending Your Data to Your Pardot Integration
In order for iCapture to communicate with your email marketing, CRM or Marketing Automation Platform you must first create an integration. The integration allows iCapture to send the data over to your 3rd party tool behind the scenes without any use...