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Category: Prospect

How to prevent Pardot form handlers from clearing existing Prospect values

May 10, 2024 Ben LaMothe Best Practices, Prospect, Tips & Tricks Leave a comment

A lot of companies choose to use form handlers in Account Engagement (Pardot) instead of Account Engagement Forms. There are

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How to report on first and most recent Pardot form completed in Salesforce

May 3, 2024 Ben LaMothe Best Practices, Prospect, Reporting Leave a comment

It’s easy to see in Salesforce when you need to know what Lead/Contact/Person Account’s first form completion was in Account

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How to build a Salesforce report on Pardot prospects who completed a form

April 26, 2024 Ben LaMothe Pardot-Salesforce Integration, Prospect, Reporting Leave a comment

Do you need to create a report in Salesforce of Account Engagement (Pardot) Prospects who completed a form? It can

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How to build scoring categories in Account Engagement (Pardot)

March 29, 2024 Ben LaMothe Prospect, Scoring and Grading, Videos Leave a comment

Account Engagement (Pardot) enables marketing teams to build scoring categories around specific products and more. Pardot scoring categories are helpful

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Live workshop: Prospect routing in Account Engagement (Pardot)

February 23, 2024 Ben LaMothe Lead Routing, Prospect, Salesforce Community Group, Tips & Tricks, Videos Leave a comment

Most sales organizations have sales teams who are responsible for specific regions. Getting the right leads to those reps is

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How B2B Marketing Analytics can monitor Pardot database churn

February 16, 2024 Ben LaMothe Pardot-Salesforce Integration, Prospect, Reporting, Salesforce Community Group, Tips & Tricks Leave a comment

In a previous post I shared a low-fi way to track opt-outs and database churn inside your Account Engagement (Pardot)

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