Pardot form completion action "Add to Salesforce Campaign" not pulling new contacts into CRM - Answers - Salesforce Trailblazer Community
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Rachel BloodgoodRachel Bloodgood 

Pardot form completion action "Add to Salesforce Campaign" not pulling new contacts into CRM

I created my first form in Pardot and set the following completion actions:
  • Send autoresponder email
  • Add to Salesforce Campaign
  • Create Salesforce task
Currently the only completion action that works is the autoresponder email. We have recently started using Pardot so I'm willing to be that there is a setting that I am missing. I am having a similar problem with pulling CRM campaign members into Pardot lists. I have used this functionality in the past at previous organizations so I know it is possible.

Can anyone offer some help on how to fix this issue? Thanks!
Jayson MoralesJayson Morales
Hi Rachel,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Pardot group below to collaborate with the experts for best practice and advice.

https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001qUiCAI

Hope this helps.

Regards,
Jayson
nihar annamaneninihar annamaneni
Hi Rachel Bloodgood ,

You just need to make sure of two things:

1.The Salesforce Campaign is set to active.
2.The Salesforce campaign End-Date has not been met yet.

After changing the status to active, you will need to wait app. 15 minutes in order for the status to get updated in Pardot.

I hope you will find this helpful!

For more details, drop us a note at https://www.etggs.com/contact-etg/
Thanks,
Nihar
ETG Global Services
www.etggs.com
Rachel BloodgoodRachel Bloodgood
Thanks Nihar. My campaign was already set to active without an end date. It seems to only occur with new contacts. If the contact/lead already exists in the Salesforce campaign I can update the campaign member status and assign Salesforce tasks without any issue. However, I am unable to automatically add new members to a Salesforce campaign when they complete a Pardot form.