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Integration Guide

LinkedIn → Pardot Lead Integration

Standard Zapier setup to connect LinkedIn Lead Gen Forms directly to Pardot (Account Engagement). New leads are automatically created as Prospects and added to your Pardot list to trigger the AEP.

LinkedIn Lead Gen Form
Zapier Trigger
Pardot: Create/Update Prospect
Pardot: Add to List
AEP Nurture Program

Personalis Info

Pardot Business Unit ID
0Uv0Z0000000051SAA
Salesforce Environment
production
API Version
4
LinkedIn Ad Account
Personalis Ad Account
Lead Form
Lung_Tumor_Playbook
Prerequisites

Before You Start

Complete these in Pardot before building the Zap

  • 1In Pardot, go to Prospects → Lists → + Add List and create a static list — e.g. "LinkedIn Lead Gen — Lung Tumor Playbook"
  • 2Note the List ID — open the list and grab the ID from the URL
  • 3Build the AEP (Engagement Program) and set it to trigger when a prospect is added to that list
⚠️ Do NOT turn the Zap on until the AEP is fully built and connected to the list.
Zap Setup
1

Trigger — LinkedIn Lead Gen Forms

Connect LinkedIn Ads and select the Lung_Tumor_Playbook form

Step 1a — Setup: Select App & Trigger
LinkedIn Setup
Step 1b — Configure: Select Ad Account & Form
LinkedIn Configure
  • 1In Zapier, create a new Zap and search for LinkedIn Ads
  • 2Set Trigger Event to New Lead Gen Form Response (Sponsored content)
  • 3Account: LinkedIn Ads Dave Mello #5 (already connected)
  • 4adAccount: select Personalis Ad Account
  • 5Lead Form: select Lung_Tumor_Playbook
  • 6Set both Retrieve Creative Details and Retrieve Campaign Details to True
Step 1c — Test: Select Form Response
LinkedIn Test
  • 7Click Test tab → select Form Response A → click Continue with selected record
💡 If no test data appears, submit a test response via LinkedIn Campaign Manager's form preview first.
2

Action 1 — Connect Pardot & Create/Update Prospect

Authenticate Pardot and map LinkedIn fields to Pardot prospect fields

Step 2a — Zapier: Add Pardot Action & Click Sign In
Pardot Zapier Connector
  • 1Add an action, search for Pardot — it appears as Pardot Premium
  • 2Set Action Event to Create or Update Prospect
  • 3Click Sign in — the authentication screen below will appear
Step 2b — Fill in Authentication exactly as shown
Pardot Auth
  • 4Salesforce Environment: production
  • 5Pardot Business Unit ID: 0Uv0Z0000000051SAA
  • 6API Version: 4
  • 7Click Yes, Continue to Pardot and log in with Personalis Salesforce admin credentials
Pardot FieldMap From LinkedIn
EmailEmail Addressrequired
First NameFirst Namefrom LinkedIn
Last NameLast Namefrom LinkedIn
CompanyCompany Namefrom LinkedIn
Job TitleJob Titlefrom LinkedIn
3

Action 2 — Add Prospect to Pardot List

Add the prospect to the static list that triggers the AEP

Action 2 Setup — Add Prospect to List
Add to List
  • 1Add a second action, search for Pardot
  • 2Set Action Event to Add Prospect to List
  • 3Click Sign in and use the same Pardot account from Step 2
  • 4For Prospect Email, select the email field from the LinkedIn trigger
  • 5For List, select the Pardot static list connected to the AEP
💡 This is what triggers the AEP — when a prospect is added to this list, Pardot automatically enrolls them in the engagement program.
4

Test & Activate

Run a full test and turn the Zap on

Test Action 1 — confirm prospect was created/updated in Pardot
Test Action 2 — confirm prospect was added to the correct list
Check Pardot Prospects to verify the test lead appears with correct fields
Confirm AEP is built and connected to the list
Turn Zap ON
⚠️ Only turn the Zap on once the AEP is fully built. Leads that enter before the AEP is ready will need to be manually enrolled.
Personalis — LinkedIn → Pardot Integration Prepared by Newfangled