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, which 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 an External Client 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 "External Client App Manager" in the settings search bar and select "External Client App Manager".
  3. Select "New External Client App".
  4. Name the app "Formulayt", and enter the Contact Email as "development@formulayt.com".
  5. The "API Name" should auto-populate when you provide an app name.
  6. Expand the API section and check the "Enable OAuth" box.
  7. Retrieve your dedicated Callback URL from the Formulayt platform and enter this in the Callback URL box
    1. To find your Callback URL, within Formulayt navigate to Apps > Pardot. Note that each Pardot connection you create within Formulayt uses a dedicated URL. Keep this page open within Formulayt so you can paste in the Client ID and Key later.
  8. Add the following 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)
  9. In the Flow Enablement section, check "Enable Authorization Code and Credentials Flow
  10. In the Security section, ensure that "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" is unchecked.
  11. Click "Save".
  12. 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.
  13. Retrieve the consumer key and consumer secret for the app. These can be found in the Settings tab > OAuth settings > Consumer Key and Secret


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 (you can find this in a Pardot Form Handler URL and is a 4-7 digit number)
  2. Salesforce User Credentials with Pardot login rights and API permissions:
    • This user needs a "Salesforce Integration" user licence and an assigned profile of "Minimum Access - API Only Integrations”. 
    • You should also create a user in Pardot with the same email address that is set to sync with Salesforce (CRM). That user should have read access rights to Prospects, Visitors and Prospect Accounts in Pardot.
    • You will grant permission for Formulayt to access your Pardot instance via OAuth using this user account in the next step.


Once you have completed all of these steps, enter the information you collected above into the relevant boxes within the Formulayt app page. 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.


Need Help?

If you are experiencing issues with Pardot integration after following these instructions, our technical support team is here to help. Create a new support ticket and we'll assist you with the integration setup and configuration.