About Salesforce Account Engagement (formerly Pardot) Form Integration

You can connect Salesforce Account Engagement (formerly Pardot) forms with Jicoo booking pages and automatically route users to the appropriate booking page based on form responses after submission.

This feature helps create a seamless flow from lead capture to booking completion.

Requirements

Salesforce Enterprise Edition or higher, with system administrator permissions
Account Engagement (formerly Pardot) must be enabled in Salesforce
Jicoo Team plan or higher, with owner permissions

For Salesforce-side pre-setup, please refer to:

About Salesforce Integration - Pre-setup

Main Features

Form Import

Import forms created in Account Engagement into Jicoo and configure connection settings with booking pages.

Automatic Routing

Switch destination booking pages automatically based on form answers.

Form Field Mapping

Map form answers to booking page input fields and use them to prefill booking data.

Embed Code Generation

Get two embed code types depending on your setup (Pardot-hosted / iframe-embedded).

Setup

1. Connect Salesforce Account

For Salesforce-side pre-setup, please refer to:

About Salesforce Integration - Pre-setup

Note: Once one owner completes the connection, team members can add booking page settings.

2. Import a Form

In the form creation flow, select "Import from Other Services"
Select the target tenant (Business Unit)
Select the form to import
Review form fields and create the form

3. Configure Routing

Open the target form edit page
Select the "Routing" tab
Configure destination booking pages for each answer condition
Set a destination for unmatched conditions

4. Configure Field Mapping

Select the "Form Field Mapping" tab
Map Account Engagement form fields to booking page fields
Save the settings

Note: If required booking fields are not filled by mapping/input, booking cannot be created.

5. Install Embed Code

Click "Get embed code" on the form edit page
Copy the code for your use case
Paste the code into Salesforce or your website

(Note: If you encounter any errors when embedding the form via iframe on your website, please refer to the Troubleshooting section below.)

Embed Code Types

For Pardot-hosted forms: Paste code after the %%content%% tag in the form layout template.
For Pardot forms embedded on your website via iframe: Place code in HTML above the target iframe.

Flow

A user submits an Account Engagement form
The destination booking page is determined by routing conditions
The user is redirected to the booking page
Mapped fields are prefilled and booking is completed

Notes

Re-connection is required if Salesforce integration is disabled
If routing is not configured, users may not be redirected as expected
Some field types may not support mapping
Re-check embed code after form structure changes

Troubleshooting / Frequently Asked Questions

Q. The embedded iframe form does not display and shows a "connection refused" error.

By default, Salesforce and Account Engagement's clickjack protection blocks external form embedding. You must allowlist your website's domain in the following three locations to allow the iframe to display:

Salesforce Session Settings: Go to Setup > Session Settings > Trusted Domains for Inline Frames and add your website's domain.
Account Engagement Settings: Go to Account Engagement Settings > Edit > Iframed Assets and add your website's domain.
Tracker Domain Settings: Go to Account Engagement Settings > Domain Management, edit the relevant tracker domain, and check the box for "Allow iframed assets on this domain".

Note for CMS Users (WordPress, etc.): Some page builders use different domains for their editor/preview screens and the live published site. If the form is blocked while you are previewing the page, be sure to add the preview URL domain to the three locations mentioned above.

Q. After submitting the form, it does not redirect to the completion page and simply reloads an empty form.

This behavior is usually caused by specific Form or Layout Template settings in Pardot. Please verify the following:

Kiosk/Data Entry Mode: In the form editing wizard (Step 3: Look and Feel > Advanced tab), ensure that "Kiosk/Data Entry Mode" is unchecked. If this is enabled, it will intentionally skip the Thank You page and reload a blank form.
Layout Template <base> Tag: Check the <head> section of your form's Layout Template. If there is a tag like <base href="http://go.pardot.com"> that uses HTTP instead of HTTPS, or does not match your custom tracker domain, it can cause communication errors. Update the URL to your HTTPS tracker domain, or delete the tag entirely.
Thank You Code: In the form editing wizard (Step 4: Completion Actions > Thank You Code tab), make sure there is no JavaScript forcing a page reload (such as window.location.reload();).