How to send data with web service to Salesforce Account Engagement Form Handler? | XM Community
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Has anybody experience on how to send data from qualtrics survey with the web service to the form handler in Account Engagement? 

Please refer the below steps:

 

Step 1: Create a Form Handler in Salesforce Account Engagement

a. Go to Marketing > Forms > Form Handlers in Pardot.
b. Click + Add Form Handler.
c. Set required fields like:
-Name, Campaign
-Success Location and Error Location (optional)
-Enable data forwarding to Salesforce

d. Under Form Fields, add the exact field names you will send from Qualtrics.
e. Click Create form handler.
f. Copy the Endpoint URL shown after creating - you’ll need it for Qualtrics.

 

 

Step 2: Add an Embedded Data Block in Qualtrics


a. Add an Embedded Data block before your Web Service.
b. Define variables that match the Pardot form handler fields:

first_name = ${e://Field/FirstName}
email = ${e://Field/Email}
phone = ${e://Field/Phone}
(use whaetver field names Pardot expects)

 

 

Step3: Add a Web Service Task


a. Still in Survey Flow, click + Add a New Element Here > Web Service.
b. Set it up like this:

Example:
URL - https://go.pardot.com/l/12345/2025-06-12/abcd12 (Your handler URL)
Request Type - POST
Content Type - application/x-www-form-urlencoded

c. Scroll down to Post Fields, and enter the Pardot fields as key-value pairs:

first_name - ${e://Field/FirstName}
email -${e://Field/Email}
phone -${e://Field/Phone}

d. then save flow.


Thank you for the fast reply.

In Step 2. I am not able to add the email field and select the value from the question. Is that correct?

Also, in one question, I would like to get the selected values written in one pardot field. I have now put the field three times by selecting the different ${q://QID54/ChoiceDescription/1} to ${q://QID54/ChoiceDescription/3} in the key-value pairs. Is that correct? Or should it rather be selected choices?


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