The Three L’s in Pardot: Lists, Location, and Lead Assignment

BY MARCOS DURAN and ROB WALTER

If your company’s sales teams are organized by region, you’ve probably gone down a long and winding road as a Pardot admin, asking the question: How can I auto-magically assign Salesforce Leads based on a prospect’s location?

I say long and winding because, eventually, you’ll reach the conclusion that you have to get all those region, state, and country values into Pardot and organized…somehow.

The good news here is that after setting everything up the first time, you can use Pardot’s automation tools to do the heavy lifting from then on. Read on to see how you can use Pardot lists and automations to route Leads to the right salesperson based on prospect location data.
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