Requested Workflow:
1. Prospect syncs to SFDC from Pardot via an automation rule that updates their status to SQL.
2. Currently, this automation rule also now creates a task for the owner of the lead/contact in SFDC so they know that they have a sales-ready person to follow-up on
3. Sales Manager now wants the prospects to, instead, always sync as a new Lead in Salesforce and assigned to the Sales Assistant, regardless of if it duplicates a pre-existing Contact record in Salesforce.
1 answer
Hi Laura,
In case you don't receive a response here, may I also suggest joining the Pardot group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001qUi
Thanks!