How Sales Can Easily Add to Pardot Lists From Salesforce
Posted: Sun Dec 22, 2024 4:42 am
By now, we should all have integrated our Salesforce and Pardot accounts, because let’s face it, why wouldn’t we want a streamlined platform for both the marketing and sales teams? By syncing the two orgs together, we find ourselves with an array of possibilities, with the ability to view our customer’s sales journey from first touch to won opportunity.
If you’re yet to get your integration in place, or you’re unsure whether your current integration is setup correctly, feel free to reach out for a free Pardot (MCAE) audit.
Assuming you’re integrated and ready to rock, you’r e number phone in cambodia now able to easily add leads to a Pardot List and Engagement Studio, without the time-consuming task of switching between the two platforms or risking duplication of prospects in the system.
The ‘Add to Pardot List’ button
You may be aware of the ‘List membership’ Visualforce section on the record page layout in Salesforce. One of MarCloud’s favourite simple yet underappreciated features within this is the ‘Add to Pardot List’ button.
Screengrab of a Salesforce record dropdown menu showing Add to Pardot list
Just as the name indicates, this button allows us to add a lead or contact in Salesforce to a list in Pardot with the click of a single button.
You can find the ‘Add to Pardot list’ button in Salesforce by heading to the record you’d like to add in Salesforce and hitting the dropdown menu if you are adding records one by one. Alternatively, if you want to add multiple records at once, you can do so through the Salesforce List View.
Pardot Training Banner
After clicking, you’ll be shown a pop-up allowing you to choose from the Pardot lists available. Records can be added to up to five lists.
If you’re yet to get your integration in place, or you’re unsure whether your current integration is setup correctly, feel free to reach out for a free Pardot (MCAE) audit.
Assuming you’re integrated and ready to rock, you’r e number phone in cambodia now able to easily add leads to a Pardot List and Engagement Studio, without the time-consuming task of switching between the two platforms or risking duplication of prospects in the system.
The ‘Add to Pardot List’ button
You may be aware of the ‘List membership’ Visualforce section on the record page layout in Salesforce. One of MarCloud’s favourite simple yet underappreciated features within this is the ‘Add to Pardot List’ button.
Screengrab of a Salesforce record dropdown menu showing Add to Pardot list
Just as the name indicates, this button allows us to add a lead or contact in Salesforce to a list in Pardot with the click of a single button.
You can find the ‘Add to Pardot list’ button in Salesforce by heading to the record you’d like to add in Salesforce and hitting the dropdown menu if you are adding records one by one. Alternatively, if you want to add multiple records at once, you can do so through the Salesforce List View.
Pardot Training Banner
After clicking, you’ll be shown a pop-up allowing you to choose from the Pardot lists available. Records can be added to up to five lists.