We had our sales team make a report in Salesforce that contains all our customers with a specific type of account. I want to send emails to those people from the Pardot side. How do I link a salesforce report to Pardot in a way that allows me to send those people emails?
- Do I need to do this with a segmentation list?
- Do I need to do this with an auto rule?
- Can I do this without any of those?
Disclaimer* I don't have access to the custom field in their report. Still waiting to hear back if it's a formula field or not.
1 answer
I'm curious about this one. The only thing I can think of is that if these are leads or contacts, you should be able to add the members of that Salesforce Report to a campaign in Salesforce, and then you could potentially send an email to the members of that campaign.
