May 28, 2021

How to capture Leads from Forms in Pardot and check in Salesforce?

1. Make sure you have an active Lead Assignment Rule.

2. Create a Simple Campaign in Salesforce.


3. Check whether the Campaign in Synced.


4. Go to Content Tab. Select Layout Templates. Create a simple template.

5. Go to Content Tab. Select Forms.
 
6. Click +Add Form to create a new Form. Select "Assign prospect via Salesforce active assignment rule" under Complete Actions.
 
 
7. Use the link from the Form and submit a record. 
 
8. Go to Leads tab in Salesforce to verify whether the Leads are getting created.

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