Integration Guide — Personalis
LinkedIn → Pardot Lead Integration
Lung Tumor Playbook Campaign — Zapier setup to connect LinkedIn Lead Gen Forms to Pardot Account Engagement.
Goal
When a new lead submits the LinkedIn Lead Gen form for the Lung Tumor Playbook campaign, the Zap should:
- Create (or update) a prospect record in Pardot / Marketing Cloud Account Engagement
- Add the prospect to the designated recipient list
- Assign the prospect to the corresponding Salesforce campaign
Once the prospect is on the recipient list, the Engagement Studio program automatically enrolls them and begins the 7-email drip sequence.
What's already built (no action needed)
✅
7 email templates in Pardot, assigned to the campaign and published
✅
Salesforce campaign created and active
✅
Pardot recipient list created
✅
Engagement Studio program built and ready to launch
The Zap is the final piece needed to connect the lead source (LinkedIn) to the audience (Pardot list).
LinkedIn Trigger
→
Action 1: Create Prospect
→
Action 2: Add to List
→
Engagement Studio (7 emails)
Pardot / Account Engagement
Business Unit ID
0Uv0Z0000000051SAA
Environment
production
API Version
4
Recipient List
NF Lung Tumor Playbook AEP
List ID
317754
Folder
/2026 email campaigns
Salesforce Campaign
Campaign Name
NF Lung Tumor Playbook 2026
Campaign ID
191046
Status
Active / In Progress
LinkedIn Ad Account
Personalis Ad Account
Lead Form
Lung_Tumor_Playbook
Zap Setup
1
Trigger — LinkedIn Lead Gen Forms
Connect LinkedIn Ads and select the Lung_Tumor_Playbook form
▼
Step 1a — Setup: App & Trigger Event
Step 1b — Configure: Ad Account & Form
- 1In Zapier create a new Zap and search for LinkedIn Ads
- 2Trigger Event: New Lead Gen Form Response (Sponsored content)
- 3Account: LinkedIn Ads Dave Mello #5
- 4adAccount: Personalis Ad Account
- 5Lead Form: Lung_Tumor_Playbook
- 6Set both Retrieve Creative Details and Retrieve Campaign Details to True
Step 1c — Test: Select Form Response
- 7Click Test tab → select Form Response A → Continue with selected record
💡 If no test data appears, submit a test lead via LinkedIn Campaign Manager's form preview first.
2
Action 1 — Create Prospect in Pardot
Connect Pardot and map all fields
▼
Step 2a — App, Action Event & Account
- 1Add an action, search for Pardot (appears as Pardot Premium)
- 2Action Event: Create Prospect
- 3Account: connect using your Pardot account — click Continue
Step 2b — If connecting a new account: fill in Authentication exactly as shown
- 4Salesforce Environment: production
- 5Pardot Business Unit ID: 0Uv0Z0000000051SAA
- 6API Version: 4
- 7Click Yes, Continue to Pardot and log in with Personalis Salesforce admin credentials
Step 2c — Field Mapping (Configure tab)
Configure tab — map fields as shown and described below
| Pardot Field | Value / Map From LinkedIn | Notes |
|---|---|---|
| Campaign | Select the email campaign name from the dropdown | select in Pardot |
| Email Address | 1. Questions Work Email (LinkedIn) | required — primary key |
| First Name | 1. Questions First Name (LinkedIn) | from LinkedIn |
| Last Name | 1. Questions Last Name (LinkedIn) | from LinkedIn |
| Company | 1. Questions Company Name (LinkedIn) | from LinkedIn |
💡 Click the dropdown next to each field and select the matching value from the trigger data (prefixed with "1. Questions").
Step 2d — Test the Action
- 8Click the Test tab → Test action
- 9Look for a green checkmark — "Test was successful"
- 10In Pardot confirm the test prospect appeared with all fields correctly populated
💡 Use a disposable test email like yourname+test@yourdomain.com — Pardot has no sandbox. Delete the test prospect after verifying.
3
Action 2 — Add Prospect to List
Triggers enrollment in the Engagement Studio AEP
▼
Step 3 — Add Prospect to List setup in Zapier
- 1Click + to add a second Pardot action
- 2Action Event: Add Prospect to List
- 3Use the same Pardot account from Action 1 — no need to sign in again
- 4Prospect Email: select the email field from the LinkedIn trigger (Step 1)
- 5List: select NF Lung Tumor Playbook AEP (List ID: 317754). Click Load more if it doesn't appear immediately
- 6Test this action and confirm the prospect is added to the list in Pardot
⚠️ This step must come after Action 1. The prospect must exist in Pardot before they can be added to a list. Once added, the Engagement Studio automatically enrolls them and Email 1 sends within minutes.
4
Testing Checklist & Activate
Validate everything before turning the Zap on
▼
Submit a test lead through the LinkedIn form
Confirm prospect appears in Pardot within 5 minutes
Confirm prospect added to NF Lung Tumor Playbook AEP list (ID: 317754)
Confirm all field mappings correct (Email, First Name, Last Name, Company)
Confirm Salesforce campaign membership created (Campaign ID: 191046)
Confirm Engagement Studio enrolled the test prospect at Step 1
Confirm Email 1 delivered to test prospect inbox
Delete the test prospect from Pardot after verification
Turn Zap ON
⚠️ Zapier task volume: each lead = at least one task. Confirm your Zapier plan handles expected ad campaign volume before going live.
Personalis — LinkedIn → Pardot Integration
Prepared by Newfangled