Pardot + TruCentive
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.
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 Viewed
Triggers when a recipient views a gift envelope, but has not opened the enclosed gift yet.
- automatically do this...Find Prospect
Finds an existing prospect by email address.
- then do this!Update Prospect
Updates an existing prospect.
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Envelope Opened
Triggers when a recipient opens a gift that is contained in an envelope.
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Gift Type
AmountRequired
AddressRequired
First Name
Last Name
Test Mode
New Prospect
Triggers when a new Prospect is synced to Pardot.
Try ItNew or Updated Prospect
Triggers when a Prospect is created or updated in Pardot.
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