What is a best practice way of automating the Lead Record Type selection for a Lead that was created from the sync of a Pardot Prospect? For example, in SF there are 2 Lead Record Types, 1. Sales
2. Professional Services

Some Prospects in Pardot should follow the Sales Record Type process but other Prospects in Pardot should follow the Professional Services Record Type process.

I feel like I ought to be capturing an indicator/value in Pardot, saving it to the Prospect's Profile and passing it in the sync.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.