This guide walks you through the process of integrating the vFairs Lead Capture App with (as an example)Salesforce using Zapier. Once configured, this automation will ensure that every new lead captured at your vFairs event is seamlessly added.
Prerequisites
Before you begin, ensure you have:
- A Zapier account
- Access to your vFairs event with Lead Capture enabled
- A Salesforce Pardot account with API access
- Necessary permissions to create and manage Zaps
Integration Flow Overview
The Zap consists of four steps:
- Trigger: New Lead Registered on vFairs Lead Capture App
- Action: Find Prospect in Pardot
- Action: Update Prospect in Pardot
- Action: Add Prospect to List in Pardot
Step-by-Step Setup
Step 1: Trigger - New Lead Registered on vFairs
- App: vFairs
- Event: New Lead Registered on Lead Capture App
- Account: Connect your vFairs account through API key (e.g., test.vfairs.com)
- Test Trigger: Ensure Zapier can pull a sample lead from your event.
Step 2: Action - Find Prospect in Pardot
- App: Pardot
- Event: Find Prospect
- Search Field: Use the lead’s email address to locate an existing prospect.
- Create if not found: (Optional) Enable this if you want to create a new prospect when none is found.
Step 3: Action - Update Prospect in Pardot
- App: Pardot
- Event: Update Prospect
- Fields to Update: Map relevant fields from the vFairs lead (e.g., name, company, phone number).
- Ensure: You’re updating the correct prospect found in Step 2.
Step 4: Action - Add Prospect to List in Pardot
- App: Pardot
- Event: Add Prospect to List
- List: Choose the Pardot list where the lead should be added (e.g., “ Leads”).
- Prospect ID: Use the ID from Step 2 or 3.
