Hello friends! Hoping to tap into the collective wisdom of the group here.
We have a customer who is using Pardot Engagement Studio. We are helping them set up a workflow within Pardot Engagement Studio and need the ability to trigger a notification to our internal team that contains information from the customer record.
Does Pardot have the ability to send an email with custom content as a step during the workflow? This email would NOT go to the contact going through the workflow. Instead it would go to a separate email address.
In general, we're looking for any way of passing information over to us. I only used the email example because I thought it would be easiest.
In reality, any of these would also be acceptable as long as we can customize the content sent and include information from the record:
- Email to an internal support email address
- Ability to send a POST request to an API
- Ability to ping a Zapier webhook or trigger a Zap of any sort
- Any other option that would allow us to send information to our team
Any help would be greatly appreciated!
A little late: our blog post on External Actions has been published. If you are still working through this challenge, hopefully it helps! https://thespotforpardot.com/2022/10/13/external-actions-the-long-awaited-pardot-feature/
