Formulayt forms can send submissions to Pardot form via HTTPS POST to capture user data within your Pardot instance. In addition, Formulayt can utilise the Pardot tracking cookie and API to retrieve contact information for form pre-population.


Integration requirements

Form submission capture


A Pardot form handler must be created to capture the data from Formulayt form submissions. Normally only a single Pardot form handler will be required that should contain all possible fields from all Formulayt form types, including hidden fields. If you plan to use multiple form handlers to collect Formulayt form submissions, you can use the URL override functionality within the form type editor to control which Pardot form each Formulayt form type will send submissions to. Note that Formulayt gates can only submit to one Pardot form at a time.


Please ensure that validation is disabled on all fields on the Pardot form. Validation rules can cause form submissions to fail silently in the background, resulting in data loss.


In addition, ensure that all your Formulayt field names match the HTML name of the receiving fields on your Pardot forms.


Once you have created your form, add the following details in the Apps area:

  • Pardot form submission URL 



Pre-population data


Contact data can be retrieved from your Pardot account via the Pardot API. This is used to pre-populate Formulayt form and save users time. In order for this to work, you will need to create a Connected App within your Salesforce account. 


Note that the Formulayt Pardot integration uses the Pardot V4 API to work.


You will need to have Salesforce admin access to follow these steps:


  1. Go to the Gear Icon > Setup.
  2. Type in “App Manager” in the settings search bar and select “App Manager”.
  3. Select “New Connected App”.
  4. Name the connected app "Formulayt", and enter contact details for the app owner as "development@formulayt.com".
  5. Check the “Enable OAuth Flows” box in the API section.
  6. Enter a Callback URL in the following format (your Formulayt Account Manager can confirm your account ID if needed):
    1. https://admin.gatedcontent.com/accounts/[FORMULAYT_ACCOUNT_ID]/integrations/pardot/oauth_code
  7. Add the following "pardot_api" OAuth scopes into the list of Selected OAuth scopes:
    1. Manage Pardot services (pardot_api)
    2. Perform requests at any time (refresh_token, offline_access)
  8. Ensure that "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" is unchecked.
  9. Click “Save”.
  10. Ensure that the Refresh Token Policy for the connected app (on the 'Manage policies' page for the app) is set to "Refresh token is valid until revoked". If this is not set correctly, the Formulayt Pardot integration will work initially but then expire when the refresh token expires.
  11. Retrieve the consumer key and consumer secret for the connected app.


Next, retrieve the Pardot Business Unit ID for your Pardot account. Follow these steps:


  1. Go to the Gear Icon > Setup.
  2. Type in “Business Unit Setup” in the settings search bar and select “Business Unit Setup”.
  3. Record the business unit ID(s) for the business unit you plan to integrate with via the API. Note that business unit IDs are always 18 characters long.


You will also need:


  1. Your Pardot account ID
  2. Salesforce User Credentials with Pardot login rights


Once you have completed all of these steps, proceed to activate the Pardot integration within the Formulayt platform. Enter the information you collected above into the relevant boxes. Finally, click "Connect your SFDC Pardot account". This will trigger the OAuth process to connect your Formulayt and SFDC accounts so that we can use the Pardot API.


Once all of these details have been entered into your Formulayt account, you will be able to specify which Pardot contact fields should pre-populate which Formulayt form fields from the field editor within Formulayt. Pre-population will then begin working for known visitors.


Please note that for pre-population to work, you must include the Pardot tracking script on any webpage where Formulayt gates are located.