How to connect CoPilot AI + Pardot
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- New Lead ConnectedTriggers when a new lead has connected with you.Trigger
- Lead RepliedTriggers when a lead has replied.Trigger
- New ProspectTriggers when a new Prospect is synced to Pardot.Trigger
- Add Prospect to ListAdds an existing prospect to a list.Action
- Create ProspectCreates a new Prospect record within Pardot.Action
- Send List EmailCreates and sends a list email.Action
- Update ProspectUpdates an existing prospect.Action
- Find ProspectFinds an existing prospect by email address.Action
Find or Create Prospect
- Step 1: Authenticate CoPilot AI and Pardot.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.