Pardot Implementation for Convoso

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  • Problem Statement: Sync Pardot prospect with salesforce lead.
  • Our Role: Our role was Business analyst, Solution architect and developer
  • Project Length: 1 month
  • Team Size: 2
  • Website: https://www.convoso.com

Challenges

  • Since Pardot was new for us we learned it from groups, Guide,blog and Internet
  • We were not knowing How to send pdf guide in email

Solution

  • We have created Connection between salesforce and pardot and created button on lead to sync prospect with salesforce leads.
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