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’.
• Pardot Environment: Select Production or Sandbox environment.
• API Version: By default version 4. If integration issue, select version 3.
• Domain: https://login.salesforce.com/
• Business Unit ID (required): Add your Pardot Business Unit ID.
  • Log in to Salesforce CRM.
  • Go to ‘Setup’ -> ‘Pardot’ -> ‘Pardot Account Setup’.
• Create Connected App in Salesforce CRM to get Consumer Key and Consumer Secret. The guide is here.
• Consumer Key: Add your Salesforce Pardot Connected App Consumer Key.
• Consumer Secret: Add your Salesforce Pardot Connected App Consumer Secret.
• Click on ‘Authorize’ button.
• You can see Salesforce CRM login page if not logged in Salesforce CRM. If not logged in Salesforce CRM, login to Salesforce CRM.
• Click on ‘Allow’ 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.