Pardot Integration

Your website is the first handshake. Pardot is how you follow up. Scandia connects Pardot with Umbraco to create a seamless lead generation and nurturing system that puts the right message in front of the right person at the right time. From form sync and visitor tracking to dynamic lists and automation rules, we help your marketing ops run smoother and faster.

Form and Field Syncing

We connect Umbraco forms directly to Pardot for clean, real-time data capture. No third-party connectors. No manual imports. Just fast and reliable lead flow into your CRM.

Lead Scoring and Segmentation

Track every interaction and assign scores that reflect true buyer intent. We help you build custom grading models that prioritize your highest-value leads and route them with confidence.

Behavioral Tracking and Campaign Triggering

Capture page views, downloads, and link clicks from your Umbraco site and use them to fire off automations in Pardot. Deliver timely, personalized follow-ups based on real user behavior.

Custom Redirects and Hidden Field Tracking

We implement hidden field strategies and custom redirects to capture UTM codes, campaign IDs, and other tracking data that marketers love and sales teams need.

About Pardot

Smarter Nurtures. Better Scoring. Real Marketing ROI.

Pardot is Salesforce’s B2B marketing automation platform, designed to help marketers generate high-quality leads, nurture them through personalized campaigns, and pass sales-ready prospects to the CRM. With built-in tools for email automation, lead scoring, dynamic content, and ROI reporting, Pardot powers smarter campaigns from first touch to closed deal.

For Umbraco websites, Pardot adds the intelligence and automation layer needed to drive qualified conversions. Scandia connects it all so your marketing and sales teams stay aligned and in control.

Key Pardot Features

  • Lead Scoring and Grading – Prioritize and qualify leads based on behavior and fit
  • Automated Campaigns – Trigger emails, actions, and follow-ups based on real-time data
  • Engagement Studio – Build visual, branching workflows for complex nurture journeys
  • Custom Redirects and UTM Tracking – Attribute leads to specific ads, sources, and campaigns
  • CRM Sync with Salesforce – Pass prospects seamlessly into your pipeline
  • Dynamic Lists and Segmentation – Target audiences by behavior, location, or industry
  • Form Handlers and Custom Fields – Integrate with any form and capture the exact data you need
  • ROI and Attribution Reporting – Measure what works with granular insight into lead journeys
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Build a Smarter, Leaner Lead Engine

Scandia helps you bring Pardot and Umbraco together to create intelligent, automated workflows that drive real growth. No clunky integrations. Just clean marketing ops.

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Case 1/2

Institutional Leads, Streamlined for Results

Tortoise Advisors, a leading investment firm, needed a way to better capture and qualify institutional leads through their website. Their Umbraco CMS provided a clean user experience for investors and advisors, but their internal sales workflows were still heavily manual. Scandia stepped in to integrate Salesforce directly into the lead intake process, ensuring every submission, download, and inquiry was logged, enriched, and routed in real time.

We implemented a secure Salesforce integration that captured form data, assigned lead owners based on predefined rules, and triggered follow-up workflows without any human intervention. From fund interest to contact segmentation, each field was mapped with precision to match Tortoise’s CRM logic. We also added tracking for gated content and advisor interactions, giving the sales team context-rich records for every lead.

The result was a faster, more informed sales cycle. With Salesforce driving follow-ups and Umbraco powering the investor experience, Tortoise was able to turn their marketing site into a high-performing business development engine—fully compliant, fully automated, and built to scale with their goals.

Read the case study
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FAQs

Got questions? Check these out...

If you are still looking for answers, don't hesitate to reach out to us and strike up a conversation. We love chatting with people! 

Yes. We map Umbraco form fields to Pardot fields for real-time data syncing without middleware.

Absolutely. We help define and implement Pardot scoring and grading logic based on engagement, company size, industry, or any criteria you define.

Yes. We configure Pardot tracking scripts and page actions to capture visitor behavior across your site, including dynamic pages and gated content. This is custom implemented on all projects and we would scope it with your input. 

Yes. All data is passed through secure, authenticated channels. We follow Salesforce’s best practices for compliance, including GDPR and CAN-SPAM considerations.