Send Orbitera sales leads to Salesforce Pardot

When potential customers sign up for Orbitera Test Drives, you can capture their contact information and feed it into your Pardot CRM and marketing systems. This way your sales and marketing teams learn about new prospects right away and can engage with them.

Before you begin

To integrate your Test Drive with Pardot, you need to do some initial setup in Pardot and gather some information.

Configure the Orbitera callback

Go to Account Callbacks

  1. Enter a name for the callback.
  2. For the callback type, select Customer Signup.
  3. Enter the Pardot endpoint URL.

    This is the form handler URL mentioned above.

  4. Click Add to add each of your Pardot fields for the callback to send to Pardot.

    Enter each Pardot external field name in the Name field and choose the Orbitera placeholder in the Value field.

    Be sure to enter the Pardot names exactly as you entered them in Pardot.

  5. Make sure the callback is enabled.

Example:

“Pardot

Test the callback

Go to your trial in your store using the Launch Test Drive link at the top-right of the Orbitera UI. Complete the form and click Signup.

Go to the Pardot database and check that a new lead was created. It might take several minutes for the new lead to appear in Pardot searches.

Troubleshoot the callback

If you don’t see your new or updated lead, check the Callback Log in Orbitera.

Go to Account Callbacks

If you don’t see an HTTP Status of 200 or 204, there is a problem. Retrace your steps above, making sure you entered the fields correctly.

If the status code is 200 or 204, but you don't see a new lead in Pardot, check again in a few minutes.