How to Find Prospect CRM Status in Pardot
Having trouble with finding out the CRM Status of Prospects in Pardot? No worries, Pardot Automation Rule here to the rescue. As known, Pardot comes with automation rules which allow you to perform certain marketing and sales actions based on criteria that you specify. It allows you to perform specific tasks to help you achieve your marketing goals. Automation rules make your job easier in a variety of ways like Lead qualification, assignment, task creation, assign to your sales representatives, applying tags, adding to campaigns, etc. Steps you need to follow: Note: This rule will filter on all prospects based on the status of the prospect’s synced CRM record. If you need help setting up the Automation, you can get in touch with us here. Request a Free Consultation YOU MIGHT ALSO LIKE
