• Import Third-Party Lead List to Pardot and Salesforce

    This form allows you to submit a request for importing a Third-Party Lead list into Pardot and Salesforce.
    Import Third-Party Lead List to Pardot and Salesforce

  • Stop! Read the Strict guidelines:

    1. ✔️ Use the updated list import template.
    2. ❌ Do not modify any header names.
    3. ❌ Do not add any additional headers or columns.
    4. ✔️ Follow the guidelines outlined in Step 3 below to clean your file.
    5. ❗ Fields such as Number of Employees, Function Level, Department, C-Level, etc., will be automatically enriched by the AI Clay tool - do not include these fields in the template.
    • General Information ❗Required 
    • Provide Your Details

      Provide Your Details

      We will use this information to contact you!
    • Step 1) Create and add your Salesforce child campaign & Pardot list details ❗Required 
    • Import List Details

      Import List Details

      Create your Child Campaign and Pardot List

    • Create a Child Campaign on Salesforce & your List on Pardot 

      ✔️ Create a child campaign in Salesforce: Create a child campaign.

      ✔️ Create a list in Pardot to capture all leads after the import: Create list on Pardot.

      ❗ Make sure the child campaign name and pardot list name you submit below exactly matches the format and name of the assets you created.

       

      NOTE:

      ❗ If a list has multiple member statuses, each status should be listed & requested separately. For example: 'List – Create Opportunity' and 'List – Attended'.

    • Step 2) Upload your clean CSV list ❗Required 
    • Upload your csv File

      Upload your csv File

      One List Import per request

    • File Clean/filter Guidelines [Important]

      Utilize the import template: Template_Import_List.xlsx

    • Clean and filter your EXCEL list as below before you save it as CSV UTF-8 Format:*

    • Save your Excel file to CSV UT8 Format after it has been cleaned and filtered according to the above guideline.

    • Browse CSV UTF-8 Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Excel Files
      Drag and drop files here
      Choose a file
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    • Step 3) Click here to add additional information / Opt-in / Scoring ❗Required 
    • Additional Information

      Additional Information

    • Requires Marketing Commercial Opt-in?*
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Requires 5x4 Model Scoring?*
    • Choose a 5x4 Model*

    • Wait stop! Help Us Help You Better!

      Your feedback fuels our improvements — and it only takes a second! Every star you click helps us shine brighter for you 🌟!

    • We will send you an email when the list import is completed!

      Thank you for your kind patience 😊!

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