This automation scenario allows you to connect Gravity Forms and Pardot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gravity Forms and Pardot can also be integrated using automation tools other than zapier:
When this trigger fires in Gravity Forms
Triggers when the specified form is submitted.
Then this action happens in Pardot
Creates a new Prospect record within Pardot.
This guide contains information on how to set up an automatic workflow that allows to Create Pardot Prospects from new Gravity Forms leads.
Part I
First, we need to connect Gravity Forms and Pardot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gravity Forms to Zapier.
Give Zapier access to your Gravity Forms account, using Gravity Forms credentials.
Connect Pardot to Zapier.
Give Zapier access to your Pardot account, using Pardot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Gravity Forms
Choose the following trigger: Form Submission (Triggers when the specified form is submitted.).
Then set up an Action for Pardot
Choose this action: Create Prospect (Creates a new Prospect record within Pardot.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gravity Forms and Pardot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pardot Prospects from new Gravity Forms leads!
Triggers when the specified form is submitted.
Triggers when a new entry is submitted in a form.
Triggers when a Form is submitted
Form is submitted
Triggers when a new Form is created.
Trigger on new response.
Creates a new Prospect record within Pardot.
Updates an existing prospect.
Adds an existing prospect to a list.
Creates and sends a list email.
Finds an existing prospect by email address.
Find or Create Prospect
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