Overview

Salesforce Pardot is a marketing automation solution. Pardot helps make meaningful connections and empower sales to close more deals.

Authorization

If you haven't already done so, you will need to set up a Salesforce Pardot account before you begin the process described below. Salesforce Pardot supports OAuth2, which allows you to simply enter your username and password to connect Lytics with Pardot.

To make full use of the import and export integrations you will need an account with List, Prospect, Prospect Account, Opportunity, and Visitor view/edit permissions. The built in Administrator and Marketer roles have all of these permissions.

Permissions	Admin	Marketing	Sales Manager	Sales
Prospects	Full	Full	Full	Only assigned prospects
Segmentation: Lists	Full	Full	No	No
Accounts	Full	Full	Full	No
Opportunities	Full	Full	Full	Full
Visitors	Full	Full	Full	Only assigned Visitors

If you use an account without permissions to some data, the integration will not be able to interact with that data. See Pardot's roles documentation for role details.

📘
Pardot does not currently support accessing an opportunity's custom fields through their API.

The user connecting with Pardot must also have a Pardot user that is synced with a Salesforce user. Your user is synced if it has a CRM username. As shown below, you can verify this under Users in Pardot Settings.
Salesforce Pardot synced user

You will also need your Pardot business unit ID. As shown below, this can be located under Pardot Account Setup.

You can read more on Salesforce-Pardot authentication.

If you are new to creating authorizations in Lytics, see the Authorizations documentation for more information.

Select Pardot from the list of providers.
Select the Pardot OAuth Login method for authorization.
Enter your Pardot login credentials in the login popup.
In the Label text box, enter a name for the authorization
(optional) In the Description text box, enter a description for this authorization
In the Pardot Business Unit ID text box, enter your Pardot business unit ID.
Select the AMPSEA feature enabled checkbox if your account allows multiple prospects to have the same email address.
Click Save Authorization.

If IP restrictions are enabled for your Pardot account, you will need to have an administrator add Lytics' IP addresses to the approved list. Contact your Account Manager for the current list of Lytics' IP addresses.

Import Audiences and Activity Data

Import your Pardot prospects, prospect accounts, opportunities, visitors, visitor activities, and lists into Lytics. You can use this detailed data to build and refind your existing Lytics audience to power better, cross-channel campaigns.

Integration Details

Implementation Type: Client-side Integrations
Implementation Technique: REST API Integration
Frequency: Batch Integration, Real-time Integration
Resulting data: User Profiles and User Fields

This integration utilizes Salesforce Pardot APIs to import audiences and activity data. Once the import is started, the job will:

Fetch Prospects.
Fetch List Members.
Fetch Opportunities.
Fetch Prospect Accounts.
Fetch Visitors.
Fetch Visitor Activity.
If the job is configured to update continuously, the job will sleep. Otherwise, the job will complete.

All the above user and activity data can be configured to start at a specified date. Otherwise, the default will be to fetch data from the last 90 days.

Fields

The following fields are included in the default mapping of the pardot_lists stream:

Source Field	Lytics User Field	Description	Type
created_at	pd_list_membership_created_at	Pardot list membership created at	string
list_CRM_visible	pd_list_crm_visible	Pardot list is CRM visible	string
list_created_at	pd_list_created_at	Pardot list created at	string
list_description	pd_list_description	Pardot list description	string
list_dynamic	pd_list_dynamic	Pardot list is dynamic	string
list_id	pd_list_id	Pardot list ID	string
list_name	pd_list_name	Pardot list name	string
list_public	pd_list_public	Pardot list is public	string
list_title	pd_list_title	Pardot list title	string
list_updated_at	pd_list_updated_at	Pardot list updated at	string
opted_out	pd_list_opted_out	Pardot prospect opted out of list membership	string
prospect_id	pd_prospect_id `unique id`	Pardot prospect ID	string
updated_at	pd_list_membership_updated_at	Pardot list membership updated at	string

The following fields are included in the default mapping of the pardot_opportunities stream:

Source Field	Lytics User Field	Description	Type
created_at	pd_opportunity_created_at	Pardot opportunity created at	string
id	pd_opportunity_id	Pardot opportunity ID	string
prospect_id	pd_prospect_id `unique id`	Pardot prospect ID	string
updated_at	pd_opportunity_updated_at	Pardot opportunity updated at	string

The following fields are included in the default mapping of the pardot_prospects stream:

Source Field	Lytics User Field	Description	Type
address_one	pd_address_one		string
address_two	pd_address_two		string
annual_revenue	pd_annual_revenue		string
campaign_id	pd_campaign_id		string
city	pd_city		string
comments	pd_comments		string
company	pd_company		string
country	pd_country		string
crm_account_fid	pd_crm_account_fid		string
crm_contact_fid	pd_crm_contact_fid		string
crm_last_sync	pd_crm_last_sync		string
crm_lead_fid	pd_crm_lead_fid		string
crm_owner_fix	pd_crm_owner_fix		string
crm_url	pd_crm_url		string
department	pd_department		string
email(email)	email `unique id`		string
employees	pd_employees		string
fax	pd_fax		string
first_name	pd_first_name		string
grade	pd_grade		string
id	pd_prospect_id `unique id`	Pardot prospect ID	string
industry	pd_industry		string
is_do_not_call	pd_is_do_not_call		string
is_do_not_email	pd_is_do_not_email		string
is_reviewed	pd_is_reviewed		string
is_starred	pd_is_starred		string
job_title	pd_job_title		string
last_activity_id	pd_last_activity_id		string
last_name	pd_last_name		string
notes	pd_notes		string
opted_out	pd_opted_out		string
password	pd_password		string
phone	pd_phone		string
prospect_account_id	pd_prospect_account_id		string
recent_interaction	pd_recent_interaction		string
salutation	pd_salutation		string
score	pd_score		string
source	pd_source		string
state	pd_state		string
territory	pd_territory		string
website	pd_website		string
years_in_business	pd_years_in_business		string
zip	pd_zip		string

The following fields are included in the default mapping of the pardot_prospect_accounts stream:

Source Field	Lytics User Field	Description	Type
assigned_to	pd_assigned_to	Pardot user ID assigned to	string
created_at	pd_prospect_account_created_at	Pardot prospect account created at	string
id	pd_prospect_account_id	Pardot prospect account ID	string
prospect_id	pd_prospect_id `unique id`	Pardot prospect ID	string
updated_at	pd_prospect_account_updated_at	Pardot prospect account updated at	string

The following fields are included in the default mapping of the pardot_visitor_activity stream:

Source Field	Lytics User Field	Type
mapct(hourofday())	pd_hourly	map[string]intsum
mapct(type_name)	pd_activity_types	map[string]intsum
mapct(yymm())	pd_yymm	map[string]intsum
prospect_id	pd_prospect_id `unique id`	string
set(campaign_id)	pd_campaign_ids	[]string
set(campaign_name)	pd_campaigns	[]string
set(details)	pd_details	[]string
set(email_id)	pd_email_ids	[]string
set(file_id)	pd_file_ids	[]string
set(form_handler_id)	pd_form_handler_ids	[]string
set(form_id)	pd_form_ids	[]string
set(landing_page_id)	pd_landing_page_ids	[]string
set(multivariate_test_variation_id)	pd_multivariate_variation_ids	[]string
set(paid_search_id_id)	pd_paid_search_ids	[]string
set(site_search_query_id)	pd_site_search_ids	[]string
set(visitor_id)	pd_visitor_ids `unique id`	[]string
set(visitor_page_view_id)	pd_page_view_ids	[]string

The following fields are included in the default mapping of the pardot_visitors stream:

Source Field	Lytics User Field	Type
browser	pd_browser	string
browser_version	pd_browser_version	string
campaign_parameter	pd_campaign_parameter	string
content_parameter	pd_content_parameter	string
hostname	pd_hostname	string
ip_address	pd_ip_address	string
is_flash_enabled	pd_is_flash_enabled	string
is_java_enabled	pd_is_java_enabled	string
language	pd_language	string
medium_parameter	pd_medium_parameter	string
operating_system	pd_operating_system	string
operating_system_version	pd_operating_system_version	string
page_view_count	pd_page_view_count	string
screen_height	pd_screen_height	string
screen_width	pd_screen_width	string
set(id)	pd_visitor_ids `unique id`	[]string
source_parameter	pd_source_parameter	string
term_parameter	pd_term_parameter	string

Configuration

Follow these steps to set up and configure an import job for Pardot in the Lytics platform. If you are new to creating jobs in Lytics, see the Data Sources documentation for more information.

Select Pardot from the list of providers.
Select the import job type from the list.
Select the Authorization you would like to use or create a new one.
Enter a Label to identify this job you are creating in Lytics.
(Optional) Enter a Description for further context on your job.
Complete the configuration steps for your job.
(optional) From the Timezone input, select timezone for Pardot account.
(optional) Select the Keep Updated checkbox, to import continuously.
(Optional) Toggle Show Advanced Options.
(optional) In the List Membership Since text box, enter the earliest date from which to import list membership. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
(optional) In the Prospects Since text box, enter the earliest date from which to import prospects. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
(optional) In the Opportunities Since text box, enter the earliest date from which to import opportunities. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
(optional) In the Prospect Accounts Since text box, enter the earliest date from which to import prospect accounts. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
(optional) In the Visitors Since text box, enter the earliest date from which to import visitors. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
(optional) In the Visitor Activity Since text box, enter the earliest date from which to import visitor activity. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
Click the Start job button to start the job

Export Audiences

Export audiences to Pardot and create prospect lists that will be updated.

Integration Details

Implementation Type: Client-side Integrations
Implementation Technique:REST API Integration, Audience Trigger Integration
Frequency: Real-time Integration with a one-time Batch Integration of the audience after job setup.
Resulting data: Pardot prospects added to a list with user from the selected Lytics audience. Only known users with an email are exported.

This integration utilizes Salesforce Pardot APIs to export users to a list in Pardot. Once the export is started, the job will:

Run a backfill by creating or updating existing users in Pardot. Users will be added to the configured list.
After a backfill, the job will receive real-time updates when a user enters the audience.
For each user entering the selected audience, the job will create or update the user in Pardot and add them to the configured list. Only known users with valid email identifiers are included in the export.

Fields

By default, Lytics exports the following fields to Pardot:

Lytics User Field	Description	Pardot Field	Type
email	Email Address	Email	string

Configuration

Follow these steps to set up and configure an export job for Pardot in the Lytics platform. If you are new to creating jobs in Lytics, see the Jobs Dashboard documentation for more information.

Select Pardot from the list of providers.
Select the export job type from the list.
Select the Authorization you would like to use or create a new one.
Enter a Label to identify this job you are creating in Lytics.
(Optional) Enter a Description for further context on your job.
Select the audience to export.
Complete the configuration steps for your job.
From the Email Field input, select the field that is the prospect's email address.
From the List ID input, select the list to add the Prospects to.
(Optional) Toggle Show Advanced Options.
(optional) From the ID Field input, select the field that is the prospect's Pardot ID.
Click the Start job button to start the job