Important: This integration is no longer supported. Pardot is now part of Salesforce. To continue connecting your Pardot account to Interact, please use Zapier. Click here for more info.
Note: A Zapier Pro subscription is required to publish the Zap.
Connecting your Quiz to Zapier
Step 1: Turn on "Lead Generation" on the Interact app builder's left sidebar.
To create your Opt-In Form, select the Contact Fields information you would like to collect from your quiz takers.
Under Form Settings, select additional settings for your Opt-in Form.
Step 2: Scroll down and customize your Opt-in Form. Then click "Save & Continue."
Step 3: Under Connect your email list, choose Zapier from the list of integrations.
Step 4: Here you will see your Interact API Key. Copy the API key, this is required for the next setup steps. You'll be pasting this API Key during your Zap setup.
Creating your Zap in Zapier
Note: A Zapier Pro subscription is required to publish the Zap that connects Interact to Salesforce.
Step 1: Log in to your Zapier account and click " + Create" and then "Zaps."
Step 2: Choose Interact as the Trigger App.
Step 3: Select New Lead as the Interact Trigger.
Step 4: Under Account, select your Interact Account.
To connect your Interact Account to Zapier, select "+ Connect a new account"
Here you will Paste your Interact API Key and select "Yes, Continue to Interact"
Step 5: Then hit "Continue."
Step 6: Under Configure, select the quiz you would like to connect to and then hit Continue.
Step 7: Under Test, select "Test Trigger"
Step 8: Select Lead B and hit "Continue with selected record."
Step 9: Now for Action, search and select Salesforce.
Step 10: Complete the Zap Action to specify how you want quiz leads to be sent and added to Salesforce, then publish the Zap.
Completing Lead Generation on your Quiz
Step 1: After your Zap is Published, go back to your Quiz Dashboard and hit "Activate Connection" under API Key in Lead Generation.
Step 14: Test your Integration and then hit Publish on your quiz.
