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Formilla + Pardot

Create prospects in Pardot when new chat sessions in Formilla complete

In order to create a Prospect in Pardot, you would typically have to manually enter prospect information while chatting in Formilla or enter information after the chat has finished. This integration will automatically create a prospect in Pardot as soon as your chat session has completed in Formilla. You can instead focus on the chat you are taking part in and not worry about as much data entry when the chat is over.

In order to create a Prospect in Pardot, you would typically have to manually enter prospect information while chatting in Formilla or enter information after the chat has finished. This integration will automatically create a prospect in Pardot as soon as your chat session has completed in Formilla. You can instead focus on the chat you are taking part in and not worry about as much data entry when the chat is over.

  1. When this happens...
    FormillaFormilla
    Chat Transcript

    Triggers when a chat ends.

    TriggerInstant
  2. automatically do this!
    PardotPardot
    Create Prospect

    Triggers when a new Prospect is synced to Pardot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formilla triggers, actions, and search

    Chat Transcript

    Triggers when a chat ends.

    Trigger
    Instant
    Try It
  • Formilla triggers, actions, and search

    Offline Email

    Triggers when a new offline email is submitted.

    Trigger
    Instant
    Try It
    • ListRequired

    • ProspectRequired

    Action
    Write
  • Formilla triggers, actions, and search

    New Subscriber

    Triggers when a new subscriber is submitted.

    Trigger
    Instant
    Try It
  • Pardot triggers, actions, and search

    New or Updated Prospect

    Triggers when a Prospect is created or updated in Pardot.

    Trigger
    Scheduled
    Try It
    • Email AddressRequired

    • First Name

    • Last Name

    • Last Activity At

    • Salutation

    • Campaign

    • Address One

    • Address Two

    • City

    • Zip

    • State

    • Territory

    • Country

    • Website

    • Phone

    • Fax

    • Job Title

    • Department

    • Company

    • Number of Employees

    • Years in Business

    • Industry

    • Notes

    • Comments

    • Source

    • Score

    • Password

    • Account

    • Annual Revenue

    • Is Do Not Email

    • Is Reviewed

    • Is Starred

    • Is Do Not Call

    Action
    Write
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formilla-da47618 logo

About Formilla

Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.

Related categories

  • Customer Support
pardot logo
pardot logo

About Pardot

Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.
Learn moreHelp

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