LinkedIn Lead Gen Form | Zapier connection step 2
Updated
Action 2 [LinkedIn Lead Gen Form]: Find Prospect in Pardot
In the previous step, the LinkedIn account and Lead Gen Form have been connected to Zapier by setting up a trigger. The next step is to create an action.
An "action" refers to a step that needs to be taken after a trigger occurs. For example, if the trigger is someone filling out a form, the action could push them to a Pardot list or creating a new contact on Pardot to push to Salesforce as an opportunity.
Similar as the previous step, there are four main steps to follow in an Action:
- App & Event ⇨ Choose an App where the action needs to occur. We will choose Pardot.
- Account ⇨ Choose the integrated Pardot account “Pardot Integration App”.
- Action ⇨ This is an event which performs after the Zap starts.
- Test ⇨ In this section, the action flow is evaluated, and potential issues are identified.
Let's go through each 4 steps! 👇
Action: Find Prospect in Pardot
- Go to Action tab ⇨ Choose App “Pardot”.
- Event ⇨ Select “Find Prospect”. This event will find existing prospect by email address on Pardot. If not found, a new prospect is created.
- Account ⇨ Select the integrated Pardot account: Pardot Integration App.
- Check / tick “Create prospect if it doesn’t exist yet.”
- Add Email Address (from LinkedIn) and Child campaign.
Figure 01: Event and app - Find Prospect in Pardot
