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Assign prospects via Active Assignment Rule

If you already have your assignment logic set up in and do not want to recreate it in Pardot, you can now simply assign prospects via’s Active Assignment Rule. You can do this via a Pardot automation rule, form or landing page completion action, or a manual assignment.

Pardot pushes the record up without an owner, decides on the assignee based on the logic you have previously set up, Pardot then receives the new ownership information.

This is also a good option for clients who want to literally push all prospects over to (Pardot does not do this by default) and let the CRM sort out ownership. Assignment Rule - Automation Rules Assignment Rule - Completion Actions Assignment Rules - Manual Assignment


  • If you do not have an active assignment rule set up in but still try to use this option, the records will be assigned to the connector user (the default owner when there is an ownership conflict).