Pardot + TruCentive integrations
Find and update Pardot prospects when new envelopes are viewed in TruCentive
Data entry is necessary but time consuming. Set up this Zapier integration, and each time a new envelope is viewed in TruCentive, a prospect record in Pardot will be searched for and updated automatically.
- When this happens...Envelope ViewedTriggers when a recipient views a gift envelope, but has not opened the enclosed gift yet.
- automatically do this...Find ProspectFinds an existing prospect by email address.
- then do this!Update ProspectUpdates an existing prospect.
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More things you can do with TruCentive and Pardot
Discover other triggers and actions you can use with TruCentive and Pardot
- Envelope Opened
Triggers when a recipient opens a gift that is contained in an envelope.
Try ItTriggerPolling - Project
- Gift Type
- AmountRequired
- AddressRequired
- First Name
- Last Name
- Test Mode
ActionWrite- New Prospect
Triggers when a new Prospect is synced to Pardot.
Try ItTriggerPolling - New or Updated Prospect
Triggers when a Prospect is created or updated in Pardot.
Try ItTriggerPolling
- Envelope Viewed
Triggers when a recipient views a gift envelope, but has not opened the enclosed gift yet.
Try ItTriggerPolling - New Form Submission
Triggers when a form is submitted.
Try ItTriggerPolling - ListRequired
Try ItTriggerPolling- ListRequired
- ProspectRequired
ActionWrite
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