cloudPardot Field Mapping

You can set up field mappings to ensure your Popl Lead data ends up where you need it in your CRM. You can setup field mappings for the prospect object in Pardot.

To start setting up your field mappings click into the Prospects field tab in your integration settings.

The following are the default Lead mappings. You can customize these mappings to meet your needs.

Popl Field
Pardot Field

First Name

First Name

Last Name

Last Name

Email

Email

Job Title

Job Title

Company

Company

Phone

Number

Website

Website

Source

Source

Notes

Notes

Lead Owner

Prospect Owner


Customize your Field Mappings

You can modify or replace the default mappings with your own custom mappings. To add a new field mapping, click Add Mapping in the top-right corner of the Contact field mapping tab.

Sync Logic For Prospects

After choosing which fields you want to map, you can adjust the sync behavior. You can choose between overwrite, complete if missing, or append.

Overwrite field: If a value already exists for an prospect in Pardot, replace that data with the Popl field.

Complete if missing: Only use the Popl value if the existing field is empty. Otherwise leave the field value as is in Pardot.

Append: Add Popl values to fields that may already have data, instead of replacing it.


Mapping Types

Dynamic Mappings - Dynamic mappings allow Popl to send real-time data from each individual lead into the corresponding Pardot field. This means the value that syncs will change based on the information captured during the lead exchange.Use dynamic mappings when you want Pardot fields to reflect unique data for every synced record.

Fixed Mappings - Fixed mappings allow you to send the same preset value to a Pardot field for every synced record. To set a fixed mapping, click into the Popl field, select “Fixed Mapping,” and enter the constant value you want applied to all synced prospects. Use fixed mappings when you need a consistent, unchanging value.


Save Settings

Once you have configured your field mappings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the prospect mapping tab.


Need Help?

Contact Popl Support – our team is available to assist at [email protected]envelope.

With 🤍 from Popl.

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