Ninja 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’ -> ‘NF – Pardot’ -> ‘Configuration’.
  • 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’ -> ‘NF – Pardot’ -> ‘Integration’.
  • You can see list of Ninja 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 Ninja Forms form fields to Pardot object fields.

    Below object wise fields are required in the Pardot and it must be mapped with Ninja 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 Campaign, create a hidden field in the form with a “default value” equal to the 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’ -> ‘NF – Pardot’ -> ‘API Error Logs’.
  • You can see Pardot API error logs.

Settings

  • Go to ‘Admin’ -> ‘NF – 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.