![]() You want your form to prefill return-visitor data and use progressive profiling to capture more data with each form fill.You only need to gather field values from the Lead or Contact (i.e.You prefer to edit form styling through CSS in the Pardot form builder ( or for a no-code option, you can use this handy resource ) OR you prefer to use your own form or form plugin (in this case, you just need a form handler).You do not want duplicate records created for existing leads/contacts who fill out a form.You want to use lead scoring/grading for better lead qualification.Tracking activity (like page visits and conversions) and micro-analytics in Pardot is important to you.Your form is for marketing purposes (like a contact submission, content download, event registration…).Your focus is lead generation and/or you expect to generate a lot of leads per day – more than 500.You prefer to edit CSS on your website once the form is in place (there’s no styling customization on Web-to-Lead forms out of the box) OR you prefer to use your own form or form plugin.You’d need to use Lead Conversion Field Mapping to map the Lead field values to the related field values on the Account/Oppty/Custom Object You need to gather field values from the Lead/Contact as well as Account, Opportunity, or Custom Objects.You have complex processes or workflows dependent on your existing Web-to-Lead form that would be difficult to recreate or migrate.Your form serves a non-marketing purpose (like submitting a support ticket), you can use it for marketing purposes, but you may risk duplicate or spam entries.For lead generation, if you are generating less than 500 leads per 24 hours (otherwise Salesforce will email you the Web-to-Lead records as they come in).Here’s a quick list to help you understand when to use Web-to-Lead or Pardot forms. Introducing Pardot forms/form handlers in the mix is a foreign concept at first. Many Salesforce Admins are familiar with and use Web-to-Lead forms. When to Use Salesforce Web-to-Lead or Pardot Forms (or Form Handlers) You can learn more about the differences between Pardot forms and form handlers here. Forms handlers are created in Pardot first, then require adding a line of code to your third party form’s POST action. ![]() Form handlers connect your external forms, like a contact form on your website, to Pardot so that you can funnel prospect information into Pardot. You can use them on your website ( either via the WordPress plugin or iFrame ) and on Pardot landing pages.Īnother Pardot form option is form handlers. Pardot forms are designed and managed completely in Pardot. Once the form is set up and added to your website, it will create new lead records when website visitors submit their information. The setup requires creating a form in Salesforce then adding the HTML to your website. Web-To-Lead is the process of using a website form to capture visitor information as a new lead in Salesforce. We’ve compiled everything you need to know about when and why to use each form option in this blog post so you can choose what’s best for your specific needs. While that doesn’t seem immediately helpful, there is not a one-size-fits-all answer. A common question our clients ask us is whether to use Salesforce Web-to-Lead or Pardot forms on their websites.
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