Hi all,
I'm sure this has been asked a gazillion times, but I am just trying to get some clarity on the "why" behind it and possibly any workarounds.
The issue I'm having is that new prospects in Pardot are not creating leads in Salesforce. I know that this is just how the Pardot/SFDC integration is set up... if someone let's say fills out a Pardot form, while that person is on it's way to Salesforce, it basically checks to see if there is an existing person with the same email address in Salesforce and syncs with the existing record.
As you can guess, our sales team and lead distribution team aren't getting notified of these existing "new" leads. Obviously the integration is set up this way for a reason... a reason I can guess so that duplicates aren't created. However, has anyone found a workaround to this so that these existing leads aren't slipping through the cracks? We already have completion actions set up to notify certain people so they at least get a Pardot email notification about any form submissions, but does anyone have any other ideas/thoughts/workarounds? We are getting asked by upper management to explain the reasoning behind this and provide any available solutions.
Thank you!
My understanding and experience is exactly what you stated: Pardot does not create leads for Prospects that are matched to existing Contacts because it would create duplicates as the leads are worked in SFDC.
A few other ideas:
1) Create a task in SFDC when the form is completed. That way regardless of whether an existing contact is matched or a lead is created the SFDC owner has an action to take based on the form (not just an email to ignore).
2) Add all Prospects who submit the form ato a SFDC campaign and use the campaign status to track lead distribution
3) Record the form submission date in a custom field and have the lead distribution team use a report on that form to track existing contacts who have submitted the form.
You could also go the route of setting up an Automation Rule that looks for form submission and CRM Status of Contact and only do one of the above when the Prospect is an existing contact. However, you'll need to set up some sort of other dependency to make sure it doesn't get applied to Prospects when they are converted from a Lead to a Contact.
