Gravity Forms – Pardot Integration

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Activate plugin.
WordPress Multisite Network Dashboard
  • Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Only install plugin zip in ‘Network Admin’ and do not activate it.
  • Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).

Configuration

  • Go to ‘Admin’ -> ‘GF – Pardot’ -> ‘Configuration’.
  • API Version: By default version 4. If integration issue, select version 3.
  • User Key: Add your user key for your Pardot account. To get your User Key, please follow the below.
    • Log in to Pardot account.
    • Click on ‘Settings’ icon and select ‘Settings’.
    • Click on the ‘My Profile’ tab.
    • You can see ‘API User Key’.
  • Email: Add your email address of your Pardot account.
  • Password: Add your password of your Pardot account.
  • Click on ‘Save’ button.

Integration

  • Go to ‘Admin’ -> ‘GF – Pardot’ -> ‘Integration’.
  • You can see list of Gravity Forms forms.
  • Click on edit form icon which you want to integrate form.
  • Select a Pardot object you want to integrate with current form.
  • Click on ‘Filter’ button to filter object fields.
  • Check ‘Pardot Integration?’ checkbox if you want to integrate Pardot.
  • Select ‘Create Object Record’ or ‘Create/Update Object Record’ action event.
    • Create Object Record: On form submitted, it will add record.
    • Create/Update Object Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
  • Map Gravity Forms form fields to Pardot object fields.

    Below object wise fields are required in the Pardot and it must be mapped with Gravity Forms form fields.

    • Prospect: Email

    For ‘Relationship’ type fields (Campaign, Account, etc…), create hidden field in the form and map it with ‘Relationship’ type field.

    • For Campaign, create hidden field in the form with value Campaign ID.
    • For Account, create hidden field in the form with value Account ID.
  • Click on ‘Save Changes’ button.

API Error Logs

  • Go to ‘Admin’ -> ‘GF – Pardot’ -> ‘API Error Logs’.
  • You can see Pardot API error logs.

Settings

  • Go to ‘Admin’ -> ‘GF – Pardot’ -> ‘Settings’.
  • API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent Pardot API error to the specified email.
  • Delete data on uninstall?: Check ‘Delete data on uninstall?’ checkbox if you want to delete this plugin data on uninstall.