Pardot provides most of the operations out of the box, but there are instances where we need to build processes in our own way to suit our needs. And as a Pardot admin, there are cases where you need to clean your data and manage prospects in bulk to maintain the quality of your Marketing Automation System.
Pardot Automation rules come in handy if you want to build scenarios/tasks like
- Custom lead scoring processes
- Segment prospects with a specific set of rules ( page visits, form submissions, tags, score, etc.)
- Segment prospects based on field values
- Lead management for third-party tool integrations
- Manage Salesforce campaign members in bulk
- Update/Reset field values in Pardot and Salesforce
- Spam lead filters
- …and many more!