We have ~ 25,000 contacts in Pardot, and then have the CRM Salesforce set up as well. We need to clean up the list of 25,000 contacts in Pardot with the following:
- Export the entire list from Pardot and SF. The client will then assign a Tag to all Contacts.
- Re-import the list with the new Tag. The new tags will be "B2B" and "B2C".
- Create two lists, one with each Tag
- Help with the Auto assignments for the forms so that they are auto-assigned a Tag according to the method of being added to Pardot.
This is less Salesforce work and more Pardot work, so only apply if you've also worked in Pardot.