⓪Make sure the following settings are checked.
- Automatically create prospects in Pardot if they are created Lead or Contact in Salesforce
- Use Salesforce to manage all campaigns
①Create a new salesforce campaign（→pardot campaign is automatically created）
②Create a new pardot list & automation rule (when a prospect is added to the list, then add her/him to the corresponding salesforce campaign)
※At this point, if the prospect information is not on the salesforce side, a new lead is automatically created.
③Create a automation rule or Engagement Program, so that new Task(Todo) is created for the MQL. →IS will look at the Task and make a call to the customer. ※If you just want to chek the MQL list,a dynamic list is fine.
④Create a custom “Last Touch Campaign（ラストタッチキャンペーン）” field in the Lead and Contact Object and add the following setting and logic.
- map the custom lead field to contact field
- make a logic to update the “Last Touch Campaign” field when a lead is added to a campaign member