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Pardot

Integrate with Pardot to capture form submissions and enable contact data pre-population using the Pardot API and tracking cookies.

Updated over 5 months ago

Integrating Formulayt with Pardot

Formulayt forms can send submissions to Pardot via HTTPS POST to capture user data within your Pardot instance. Additionally, Formulayt can retrieve contact information for form pre-population using the Pardot tracking cookie and API.

Form Submission Capture

Basic Setup

  1. Create a Pardot form handler to capture data from Formulayt form submissions:

    • Typically, only a single Pardot form handler is needed

    • Include all possible fields from all Formulayt form types, including hidden fields

    • Disable validation on all fields (validation rules can cause silent submission failures)

    • Ensure all Formulayt field names match the HTML names of receiving fields on your Pardot forms

  2. Add the Pardot form submission URL in the Formulayt Apps area

Multiple Form Handlers

If you plan to use multiple form handlers:

  • Use the URL override functionality within the Formulayt form type editor

  • This controls which Pardot form each Formulayt form type will send submissions to

  • Note that Formulayt gates can only submit to one Pardot form at a time

Pre-Population Data Setup

Contact data can be retrieved from your Pardot account via the Pardot API (V4) to pre-populate Formulayt forms. This requires creating an External Client App within your Salesforce account.

Creating an External Client App

You will need to have Salesforce admin access to follow these steps:

  1. Go to the Gear Icon > Setup.

  2. Type in "External Client App Manager" in the settings search bar and select "External Client App Manager".

  3. Select "New External Client App".

  4. Name the app "Formulayt", and enter the Contact Email as "development@formulayt.com".

  5. The "API Name" should auto-populate when you provide an app name.

  6. Expand the API section and check the "Enable OAuth" box.

  7. Retrieve your dedicated Callback URL from the Formulayt platform and enter this in the Callback URL box

    1. To find your Callback URL, within Formulayt navigate to Apps > Pardot. Note that each Pardot connection you create within Formulayt uses a dedicated URL. Keep this page open within Formulayt so you can paste in the Client ID and Key later.

  8. Add the following OAuth scopes into the list of Selected OAuth scopes:

    1. Manage Pardot services (pardot_api)

    2. Perform requests at any time (refresh_token, offline_access)

  9. In the Flow Enablement section, check "Enable Authorization Code and Credentials Flow

  10. In the Security section, ensure that "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" is unchecked.

  11. Click "Save".

  12. Ensure that the Refresh Token Policy for the External Client App app (on the 'Manage policies' page for the app) is set to "Refresh token is valid until revoked". If this is not set correctly, the Formulayt Pardot integration will work initially, but then expire when the refresh token expires.

  13. Retrieve the consumer key and consumer secret for the app. These can be found in the Settings tab > OAuth settings > Consumer Key and Secret

Retrieving the Pardot Business Unit ID

  1. Go to the Gear Icon > Setup

  2. Type "Business Unit Setup" in the settings search bar and select "Business Unit Setup"

  3. Record the business unit ID(s) for the business unit you plan to integrate with

    • Note: Business unit IDs are always 18 characters long

Additional Information Needed

  1. Your Pardot account ID (you can find this in a Pardot Form Handler URL and is a 4-7 digit number)

  2. Salesforce User Credentials with Pardot login rights and API permissions:

    • This user needs a "Salesforce Integration" user licence and an assigned profile of "Minimum Access - API Only Integrations”.

    • You should also create a user in Pardot with the same email address that is set to sync with Salesforce (CRM). That user should have read access rights to Prospects, Visitors and Prospect Accounts in Pardot.

    • You will grant permission for Formulayt to access your Pardot instance via OAuth using this user account in the next step.

Activating the Integration

  1. Enter all collected information into the Formulayt Apps area

  2. Click "Connect your SFDC Pardot account"

  3. This triggers the OAuth process to connect your Formulayt and SFDC accounts

Once fully configured, you'll be able to specify which Pardot contact fields should pre-populate which Formulayt form fields from the field editor within Formulayt.

Important Note

For pre-population to work, you must include the Pardot tracking script on any webpage where Formulayt gates are located.

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