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 Manage account at the top right
Click "My 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.

Create your list assignment

Return to your Questionnaire and click on step 1 in the timeline and then on the Send Data to Integration tab

In the Click Here to Select Integration select your Pardot integration and click "Add List Assignment"

Select how you want your prospects sent to Pardot

Click "Create List Assignment"Note: List assignments must be done prior to capturing data!

Map your data fields

  1. On the Send Data to Integration tab of the questionnaire 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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