STEP 1: Confirm Installation of the Webhooks by Cypress Package
STEP 2: Setup Remote Site Settings
In order for our HTTP POST to work from SalesForce, we have included Remote Site settings for https://go.pardot.com. We recommend confirming your settings.
- From Setup, Quickfind Remote Site Settings
- Create a new remote site
- Name: PardotFormHandler
- Site/url: https://go.pardot.com
STEP 3: Create a Flow or Process Builder with WebHooks by Cypress
Webhooks by Cypress are designed to work with Process Builder or Flows in Salesforce. It’s designed to allow a query string Callout from Salesforce using an HTTP POST method.
WebHooksbyCypress with Process Builder: In Process Builder, you will add an Apex Action.
Find the WebHooksbyCypress Apex Class and add the URL variable from the Set Apex Variable. Create a formula that includes your Pardot Form handler and whichever values you’d like to send to your form handler by appending the query string to your form handler
WebHooksbyCypress with Flows: In Flow, you will likely create a New Resource to generate your webhook URL. Here’s an example of a Resource we created: