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Customize your Adaptive Insights and Salesforce Pardot integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce Pardot
- New objectNew object in Pardot
- New/updated objectNew/updated object in Pardot
Any other trigger you can think up
Actions
Do this…
Adaptive Insights
- Custom reportCustom report values in Adaptive Insights
- Erase actualsErase actuals in Adaptive Insights
- Export configurable model dataExport configurable model data in Adaptive Insights
- Export dataExport data in Adaptive Insights
- Export modeled sheetExport modeled sheet in Adaptive Insights
- Export objectExport object in Adaptive Insights
- Import objectImport object in Adaptive Insights
- Recalculate sheetRecalculate sheet in Adaptive Insights
- Upsert objectUpsert object in Adaptive Insights
Any other action you can think up
Salesforce Pardot
- Create objectCreate object in Pardot
- Custom actionCustom action in Pardot
- Get object detailsGet object details in Pardot
- Search objectsSearch objects in Pardot
- Update objectUpdate object in Pardot
Any other action you can think up
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