Connect pardot and iris crm to Build Intelligent Automations
Integrate pardot with your favorite apps
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Frequently Asked Questions
To start, connect both your pardot and iris crm accounts to viaSocket. Once connected, you can set up a workflow where an event in pardot triggers actions in iris crm (or vice versa).
Absolutely. You can customize how pardot data is recorded in iris crm. This includes choosing which data fields go into which fields of iris crm, setting up custom formats, and filtering out unwanted information.
The data sync between pardot and iris crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between pardot and iris crm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About pardot
Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.
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About iris crm
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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