Sercante: Flow Actions for Pardot - Examples

Install Guide - Configuration Guide - Examples - Admin Actions - Data Actions

Create Custom Redirects from a Campaign Screen

This example could allow a Marketer to easily create a set of Pardot Custom Redirects from a Salesforce Campaign Screen.

This is accomplished with a simple Screen Flow which gathers a little bit of information and then does all the repetitive work.

To improve this for yourself, you could have a Screen Flow detect the Campaign Type, then have variations of which Custom Redirects to create.

We would caution against making this a record-triggered flow, as often Campaigns are created and deleted and we don't want to leave a mess in Pardot.

Create & Sync Prospect

This example allows a Marketer to have control over if/when a Prospect is sent from Salesforce. While the example shows being initiated off a Lead, this pattern can be used from a Contact or any other Salesforce Object that has the values you need (primarily email & first/last name).

Create External Activities from a custom Salesforce Object

This example demonstrates how we can use ANY Salesforce object to trigger updates to a Prospect, we just need an email address (though we do assume the Prospect is already in Pardot with that same email).

Most of our video is the setup for External Activities to support the example, giving you a complete recipe for trying this out yourself.