Mapping NetSuite and Pardot Custom Fields

Overview If you have created custom fields in NetSuite that you would like to see in Pardot, the next step is to map the custom fields. This will enable Pardot custom fields to sync back and forth. Mapping Prospect Custom Fields Default fields will map automatically; you can edit them later if needed. In Pardot, hover…

Prospect Accounts and CRM Syncing

Overview Prospect Accounts give you the ability to group prospects that work for the same company under the same umbrella, allowing you to roll-up and keep all the information about that company (e.g. shipping/billing information, company size, revenue, etc) all in one place. This reduces duplication and conflicting information. CRM Syncing How does Prospect Account…