Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.
There are many different ways to assign your prospects within Pardot. You can manually assign prospects or utilize automation rules or completion actions to assign prospects based on their activity or information. In this post, I’ll dive into 6 different ways to manage lead assignment in Pardot and how to determine what the best option is for you.
Part of my role as a Marketing Operations Manager is to manage the lead assignment process within Salesforce for our team of 25+ Sales Development Representatives from around the world. A crucial piece to our success is getting the leads to the right person without any delay and ensure a smooth handoff from marketing to sales. In this post, I will walk you through exactly how I manage the lead assignment and lead reassignment process within Salesforce and share some lessons learned along the way.
Can I capture image attachments in my form? How do I create a two-column form? Can I limit the number of submissions for my form? I get asked these questions a lot from Pardot users and see them posted frequently in the Trailblazer Community. Let’s dive into these questions as well as other common Pardot form questions.
Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a Marketing Operations leader.
- 1 How to Use Pardot Form Handlers 52 Comments
- 2 How to Add Placeholder Text Within Pardot Forms 50 Comments
- 3 The Best Way to Create a 2 Column Pardot Form 48 Comments
- 4 How To Use UTM Parameters to Capture Lead Source in Pardot 47 Comments