1.Catches incoming web form lead
Integrate WhatConverts and marketing form capture to pass lead submission details to the workflow for processing attribution fields.
Update prospect records with source and lead IDs
Automatically catch new web form leads from WhatConverts across Pardot. Automatically find matching prospects and update attribution fields and tracking identifiers when new lead submissions arrive—so you can protect source accuracy, preserve lead IDs, and keep records current without manual data entry.
How this automation updates prospect attribution
When web form leads arrive without consistent attribution, source data breaks and follow-up targeting gets unreliable. This automation catches new leads, finds matching prospects, and updates prospect records in Pardot—so your team can preserve source accuracy and lead IDs.
WhatConvertsor swap with your favorite app
2.Finds matching prospect by email
Integrate Pardot and CRM search tools to locate the prospect record that matches the incoming email key.
Pardotor swap with your favorite app
3.Updates source and tracking fields
Integrate Pardot and lead enrichment workflows to write source, medium, and tracking identifiers into the prospect record.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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