/flutterflow-integrations

FlutterFlow and Pardot integration: Step-by-Step Guide 2024

Learn how to integrate FlutterFlow with Pardot in this step-by-step guide. Streamline your app development and marketing automation effortlessly.

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What is Pardot?

Pardot is a Business-to-Business (B2B) marketing automation tool developed by Salesforce, a leading company in customer relationship management (CRM) technology. It offers features such as lead generation, nurturing through email marketing, personalized marketing campaigns, dynamic content, and sales alignment. It allows sales and marketing teams to design, deploy and manage online marketing campaigns from one central platform, improving efficiency and increasing marketing ROI.

Matt Graham, CEO of Rapid Developers

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How to integrate FlutterFlow with Pardot?

Step 1: Set Up Your FlutterFlow Project

 
  • Create a new FlutterFlow project:
    • Navigate to FlutterFlow and login or sign up if you don't have an account.
    • Create a new project by clicking on “Create New Project”.
    • Follow the setup wizard to name your project and choose your project’s specifications.
  • Design your app or web page:
    • Use the FlutterFlow interface to drag and drop widgets and design your user interface.
    • Make sure to include forms or buttons that will be used to capture user data you want to send to Pardot.
 

Step 2: Set Up Pardot (Salesforce Pardot)

 
  • Create a Pardot Account:
    • Sign up or login into your Salesforce Pardot account.
    • Navigate to the Pardot dashboard.
  • Create a Campaign:
    • On the Pardot dashboard, navigate to "Marketing" > "Campaigns".
    • Click “+ Add Campaign” to create a new campaign.
    • Name your campaign and take note of the campaign ID or other relevant identifiers.
 

Step 3: Create Form Handlers in Pardot

 
  • Navigate to Form Handlers:
    • In Pardot, go to "Marketing" > "Forms" > "Form Handlers".
    • Click “+ Add Form Handler”.
  • Configure the Form Handler:
    • Fill in the basic information such as name and folder.
    • Under “Campaign”, select the campaign you created earlier.
    • Set the success location URL and error location URL.
    • Configure the fields to match the data you will be receiving from the FlutterFlow form, such as first name, last name, email, etc.
    • Save the form handler and take note of the endpoint URL (e.g., https://go.pardot.com/l/12345/2021-01-01/2abc).
 

Step 4: Connect FlutterFlow to Pardot via API

 
  • Enable API in Pardot:
    • Make sure the API is enabled in Pardot. You may need to check your Settings and API settings in Pardot.
  • Gather Pardot API Credentials:
    • Obtain your API credentials from the Pardot account. This typically involves the API key, client ID, client secret, and user key.
 

Step 5: Configure API Request in FlutterFlow

 
  • Navigate to the Backend Section:
    • In your FlutterFlow project, navigate to the “Backend” section in the left-hand menu.
  • Add a New API Call:
    • Click “+ Add API Call” and configure the details:
      • Name: Name your API call (e.g., "Submit to Pardot").
      • Request URL: Paste the endpoint URL from your Pardot form handler.
      • Request Type: Select POST as the request type.
      • Authorization: If needed, use the API credentials gathered earlier for authentication headers.
    • Map the Request Fields:
      • Match the request body fields to your form fields. For example, if you have a "name" and "email" input in your FlutterFlow form, map these to the corresponding fields in Pardot.
 

Step 6: Integrating the Form Submission in FlutterFlow

 
  • Set Up Form Submission Logic:
    • On the FlutterFlow page where your form is located, set up the submission logic by navigating to the "Actions" tab.
    • Add a new action for the form’s submit button.
    • Select "API Call" and choose the API call you set up earlier (e.g., "Submit to Pardot").
    • Ensure the correct data from the form inputs is being sent in the API request.
  • Handle Success/Error Responses:
    • Add logic to handle success and error cases to provide user feedback:
      • On success, you can navigate to a "Thank You" page or display a success message.
      • On error, display an appropriate error message to the user.
 

Step 7: Testing the Integration

 
  • Run Your FlutterFlow Project:
    • Test your app or webpage by entering data in the form and submitting it.
    • Ensure that the data is being captured in Pardot by checking your Pardot Campaigns and Form Handlers data tables.
 

Step 8: Finalizing

 
  • Deploy your FlutterFlow App:
    • Once you’ve thoroughly tested your integration, proceed to deploy your app or webpage.
    • Monitor your Pardot dashboard to verify that the user data continues to be captured correctly.

FlutterFlow and Pardot integration usecase

Streamlining Lead Management with FlutterFlow and Pardot Integration

Scenario:

A financial services firm aims to enhance its lead generation and nurturing process for a new financial advisory program. They decide to build a custom mobile app and a web landing page using FlutterFlow, where potential clients can sign up to receive more information or request a financial consultation. To manage and nurture these leads effectively, the firm wants to automatically capture the leads in Pardot.

Solution: Integrating FlutterFlow with Pardot

Landing Page Creation:
  • The firm utilizes FlutterFlow to craft a landing page within their mobile app and web version. This landing page includes a form where potential clients can enter their contact details and interests, such as retirement planning or investment strategies.
Setting Up the Integration:
  • The firm integrates the Pardot API within FlutterFlow by configuring it with their Pardot API credentials.
  • Workflows: FlutterFlow workflows are configured to trigger upon the submission of the form on the landing page.
Data Sync Workflow:
  • Trigger: When a visitor submits the form, the workflow is initiated.
  • Data Transfer: The submitted data (e.g., name, email, specific financial interests) is automatically sent to Pardot through the configured Pardot API action.
  • Lead Creation: New leads are created in Pardot with the submitted information. These leads can be tagged or assigned to specific lists or campaigns for streamlined tracking.
Lead Nurturing in Pardot:
  • The marketing team sets up automated email sequences, workflows, and tasks within Pardot based on the captured leads.
  • Leads can be segmented based on their interests and engagement levels, allowing for tailored follow-up communications that increase conversion rates.
Monitoring and Analytics:
  • The integration facilitates seamless tracking of lead sources and interactions within Pardot.
  • The firm can monitor the effectiveness of their landing page and overall marketing campaign, enabling data-driven decisions to optimize their strategies.

Benefits:

  • Efficiency: Automating the lead capture process saves time and minimizes the risk of manual data entry errors.
  • Centralized Data: All leads are managed in Pardot, offering a single source of truth for the marketing team.
  • Personalized Follow-up: The integration supports targeted follow-up campaigns based on the specific interests and behavior of the leads.
  • Data Insights: The firm can analyze campaign performance in Pardot, gaining valuable insights into lead generation and conversion rates.

Conclusion:

By integrating FlutterFlow with Pardot, the financial services firm can efficiently manage leads generated from their financial advisory program. This ensures timely and personalized follow-up, ultimately driving better engagement and conversion outcomes.

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