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Customize your d.vinci 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…
d.vinci
- Custom actionCustom action in (Custom)
- Download attachment as PDFDownload Attachment as PDF in d.vinci
- Get record detailsGet record in d.vinci
- Search recordsSearch records in d.vinci
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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