Pardot Salesforce Integration - Quick Connect

Connect Pardot and Salesforce to unlock the power of automation

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Choose a Trigger

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Quickly connect Pardot to Salesforce with a Zapier template.

Our most popular template

Enrich new Salesforce leads with contact append in Versium REACH and add Pardot prospects to a list
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Salesforce + Versium REACH + Pardot
Update Salesforce contacts when new or updated prospects appear in Pardot
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Pardot + Salesforce

Enrich new Salesforce leads with contact append in Versium REACH and add Pardot prospects to a list

Premium

Details

Try it

Salesforce + Versium REACH + Pardot

Update Salesforce contacts when new or updated prospects appear in Pardot

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Details

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Pardot + Salesforce

How Zapier works

Zapier makes it easy to integrate Pardot with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Pardot

A trigger is an event that starts your Zap and runs the workflow. For example, with Pardot, a trigger could be "New Form Submission."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Pardot to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Pardot to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Pardot + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pardot and Salesforce

How do I integrate Pardot with Salesforce?

Integrating Pardot with Salesforce is a straightforward process. First, ensure both systems are set up correctly. Then, navigate to the Pardot settings and find the Salesforce integration option. Follow the prompts to authenticate your Salesforce account and configure sync settings. Our services can handle this process smoothly, allowing triggers on new leads in Salesforce to automatically update corresponding records in Pardot.

What data can be synchronized between Pardot and Salesforce?

You can synchronize leads, contacts, campaigns, opportunities, and custom objects between Pardot and Salesforce. Once integrated, actions like creating a new lead in Salesforce automatically trigger updates in Pardot so that your marketing team has up-to-date information for targeted campaigns.

How often do Pardot and Salesforce sync data?

By default, Pardot syncs with Salesforce every two minutes. However, certain actions like adding a prospect or activity in either system can trigger an instant sync to ensure critical information remains updated across platforms.

Can I customize field mappings between Pardot and Salesforce?

Yes, field mappings are customizable between Pardot and Salesforce. You can configure which fields should update upon syncing so that specific triggers like form submissions or score changes reflect accurately across both platforms.

What happens if a prospect exists in both systems before integration?

If a prospect exists in both systems prior to integration, our setup ensures records are merged based on unique identifiers such as email addresses. This ensures actions like updating a contact record in either system trigger consistent updates across platforms without duplicates.

Are there any limitations when integrating Pardot with Salesforce?

While most standard objects sync seamlessly between Pardot and Salesforce, some custom development may be required for complex custom objects. We ensure that these integrations seamlessly support complex triggers where necessary while aligning overall marketing strategies.

How do you handle user permissions when integrating these platforms?

During integration, proper user permissions must be configured to control access levels within each platform. This setup involves defining which users have editing rights versus view-only access. Our synchronization respects these settings without disrupting user-level security protocols.

Connect Pardot and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Form Submission
Triggers when a form is submitted.
Trigger
Scheduled
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- List
  Required
Trigger
Scheduled
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- List
  Required
- Prospect
  Required
Action
Write
- List
  Required
- Prospect
  Required
Action
Write
- Prospect
  Required
- Email Address
  Required
- First Name
- Last Name
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Is Do Not Email
- Is Reviewed
- Is Starred
- Is Do Not Call
Action
Write

- Email Address
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New Prospect
Triggers when a new Prospect is synced to Pardot.
Trigger
Scheduled
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New or Updated Prospect
Triggers when a Prospect is created or updated in Pardot.
Trigger
Scheduled
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- Email Address
  Required
- First Name
- Last Name
- Last Activity At
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Is Do Not Email
- Is Reviewed
- Is Starred
- Is Do Not Call
Action
Write
- Name
  Required
- Campaign
- Lists
  Required
- From Name
  Required
- From Email
  Required
- Subject Line
  Required
- Email Body (Text)
  Required
- Email Body (HTML)
- Tags
- Custom Reply-To Address
- Suppression Lists
- Scheduled Time
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Last Activity At
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Is Do Not Email
- Is Reviewed
- Is Starred
- Is Do Not Call
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

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About Pardot

Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.