I'm trying to brain storm and solve an issue we are having: Has anyone used Pardot forms and landing pages as way to take "orders" for existing customers and push it over as a fo-lead to convert to an opportunity? We are trying to avoid setting a community portal license in SFDC for a particular customer and use marketing automation with/in Pardot to solve this.Any thoughts or ideas would be greatly appreciated.
I use tasks for notification into SFDC as I don't know if the prospect is a net-new and will create a lead, an existing lead in SFDC or a contact.
Using tasks as the trigger for the new opportunity in SFDC gets around this ambiguity. You will have trouble with SFDC campaigns on the opportunities that are created off of contacts as they need to have the campaign manually associated.
You could have custom fields to hold the product info. Custom fields in Pardot aren't visible in SFDC.
You could set the HTML in the form to populate the comments field, which you can make visible in SFDC so the product is visible to your sales team. Some javascript in the form to move the selected products info into the comments field on form submission.
Pardot is a great accumulator of information. It isn't so good at holding onto discrete transactions like this. You have to be careful that bits of the prior order aren't pulled into the most recent order. I get everything pushed into the Comments field, as new entries are time-stamped. This gives a delimiter from last entry to the current entry.
