We recently had to set a client’s WordPress website to integrate SalesForce Pardot with Gravity Forms. The process went fairly smooth so we thought we would document it for further use and the benefit of anyone else trying to connect Pardot and Gravity Forms, which are both great tools for your business online.
Step-by-step list of how to integrate Pardot with Gravity Forms:
Step 1: Login to Pardot and copy Endpoint URL
In Pardot, you’ll need to go to Marketing>Forms>Form Handlers. From there you will have a list of all the form handlers set up to be linked to your website’s forms. Find the form you are trying to set up and copy the associated URL. Some Pardot accounts will have Endpoint URL’s set up in which case, you can copy that URL instead of the Pardot URL on the main Form Handlers page. To get the Endpoint URL, you’ll need to click the name of form and it will bring you to this page:
Step 2: Paste Endpoint URL into Confirmation Section in Gravity Forms
You’ll need to login to your WordPress dashboard and go to the Forms section. If you hover over “Settings underneath the form you’re trying to connect, you will see a link that says “Confirmation”. Click that link and you will be brought to a screen that looks like this:
First, select the “Redirect” button and then paste your endpoint URL into the Redirect URL field. After that, check the box that says “Pass Field Data via Query String”.
Step 3: Set up the Query Strings to send to Pardot
Next, we’ll need to set up the Gravity Forms query strings so the data from a form submission is sent to Pardot and lined up with the correct fields. You’ll need to go back to your Pardot account and click on the Form that you’re trying to connect. After that, scroll down to the “Form Field Mappings” section. You’ll need to make note of those labels and what they correspond to and then go back to the query string content box of the Gravity Form. From there, you have to write in the External Field Name from Pardot followed by an “=” sign. After the equals sign, you can use the arrow box on the top right to select the corresponding Gravity Forms field and it will insert the code for the field you select. Separate multiple form fields with a “&” and you should be good to go.
How does the string work when using check boxes? I set some custom prospect fields in Pardot that contain a list of check boxes. Those items are also setup, if one or all of the boxes are checked they would get added to a separate list for each item. In Gravity forms I have the same check boxes, how do I setup the query string? I have the option to select the section and the checkbox labeled in parenthesis, but what do I use from Pardot for the other part? The form Map in Pardot only shows 3 items which are the form sections but not the actual check boxes.
Hi Shaun. Unfortunately, it’s been a while since I had to set this up for a client and it looks like my pictures have disappeared, but if the values in the checkboxes are the same in Pardot and GF, I’m not sure if you’d need to have a query string for each box. I would guess that string would be something like {Checkboxes::1}=pardot_checkboxes
Again, I wish I could help more, but I don’t have access to the client’s Pardot account anymore to go test it out