Export Ruler Data to Pardot
Ruler can enrich your Pardot records with the attribution information we collect about a Lead.
|Available Ruler Triggers|
|New event when a New Call lands in Ruler Analytics|
|New event when a New Form Completion lands in Ruler Analytics|
|Available Pardot Actions|
|Create New Prospect in Pardot|
|Find and Enrich Prospect in Pardot|
For each of the Ruler triggers you can pass the following fields to your Pardot account to enrich your data. http://help.ruleranalytics.com/en/articles/3043560-passing-data-out-of-ruler-analytics
How to decide the best Pardot Action to choose for your CRM setup?
If you already have a method for creating Prospects in your Pardot account you will not need to chose a 'create' action. The Find and Enrich actions will allow you to search your Pardot account using the lead email address or phone number, and when a successful match is found, updating the custom fields with the chosen attribution data.
What is needed for this Integration?
Once you have decided the variables you wish to map from the Lead in Ruler to your Pardot account, you will need to ensure you have created these as a custom field in your Lead or Opportunity record in your CRM. More information can be found here.
Get in touch with your account manager today to get started with your Pardot Integration.
Updated over 1 year ago