- deemaxAsked on October 05, 2015 at 02:54 PM
Setting Up a New CRM and Marketing Tool for use. Would like to use JotForms with it. Salesforce/Pardot
I have attempted to setup the integration for the SalesForce integration. However, my setup is not working when I test it. I am also unsure if you have worked with setting up Pardot which is the Marketing Add-on Tool that SalesForce uses now.
Please advise if anyone is available to assist me with this set-up.
- JotForm SupportMikeAnswered on October 05, 2015 at 04:08 PM
Thank you for contacting us.
We have a native integration with Salesforce which allows you to automatically create Accounts, Contacts or Leads from the form submissions.
However, we do not have any integration with the Salesforce Pardot service as of this time. As far as I understand, it should be possible to map JotForm form based fields to the Pardot with Pardot Form Handlers. Please see the next support forum thread to get the idea.
I am unable to test this since there are no demo-developer accounts provided by Pardot.
Another option that might work is Pardot integration via Zapier:
Please let us know if you need any further assistance.
- JotForm SupportMikeAnswered on October 05, 2015 at 04:11 PM
Sorry, here is a correct link: