We're launching our integration with Pardot! This integration will allow you to push prospect Data from Drift into Pardot, map attributes, see events, and set owners.
In this doc, we'll cover
This integration is available on our Premium (formerly Company), Advanced and Enterprise plans.
We support Versions 3 and 4 of Pardot.
Note: Beginning February 15th, 2021, Salesforce will discontinue Pardot-only user key authentication.
Starting in their Spring '21 release, Salesforce will require Pardot migrate to use Salesforce single sign-on. If you still choose to use your Pardot API key to log in now, we will notify you to switch before the deadline.
Beginning April 13, 2021, Salesforce will begin imposing outages, which would mean lead and activity data from Drift would not sync over
Connecting the Integration Using an SSO User
1. In Pardot: Make sure you have a Pardot SSO Admin User. If you don’t have a Pardot SSO Admin User, just follow Salesforce’s user migration guide.
2. In Salesforce: Find your Business Unit Id.
3. In Drift: Head over to the Pardot settings page within Drift and click “Disconnect Pardot” if you are currently connected using our old authentication method. If you are connecting for the first time please just click into the Pardot integration.
4 In Drift: Then, connect using the “Log in with Salesforce” option using your Business Unit Id and Pardot SSO Admin User.
5. Once you’re connected to Pardot, you’re all set!
Connecting the Integration Using an API User
Head to Settings > App Settings > Integrations > Pardot, or click here!
You'll be asked to sign in with your Pardot credentials, including your email, password, and Pardot user key.
Within Pardot, you should be able to find your user key by going to Settings > My Profile > API User Key.
You'll then be presented with a modal to authorize Pardot to access your Drift data. Click the green Authorize App button.
Customizing the Pardot Integration
You can now select which attributes you'd like to map from Drift into Pardot and also which data you'd like to sync!
Synced Pardot Data
From the Pardot configuration page, click Synced Pardot Data. You'll be brought to a screen with several options.
From here, you'll be able to choose to sync prospects into Pardot with or without a Minimum CQL score and assign a lead owner.
For the assignment of lead owner, we set the owner based on who books a meeting with a prospect, who was routed into a given conversation, or who closes the conversation, in that order.
If you choose to assign a lead owner, click Show advanced settings to select the field in Pardot to which we map that value. If no field is selected we will not assign a lead owner in Pardot.
You can also Identify Drift visitors with the Pardot cookie so that when a contact in Pardot engages with a Playbook or message, their email will be known in the conversation view!
When selecting a field for Lead Owner in Pardot please note that the default "Assigned User" field in Pardot is a read only field that is shared between Salesforce and Pardot and is not useable by Drift. We recommend sending that data to a custom field in Pardot and using automation within Pardot to assign lead owner based on that information.
You can also select which Drift or custom attributes you'd like to map into Pardot.
From the Pardot configuration page, click Mapped Pardot Attributes. From there, you can select your attributes in Drift and the field you'd like to map them to within Pardot.
The Event Log
If you ever run into issues where prospects don't seem to be syncing, or to check on events and activities added to prospects, you can check the event log.
From the Pardot configuration page, click Pardot Event Log. You'll see a log that you can manipulate by custom time periods and view All Activity, Errors, etc.
An Event Log with No Activity
Here's the empty state event log. Change the timeframe to see more events!
An Event Log with Activity:
On the left, you'll see the timestamp of the activity. This should correspond to the time a conversation was closed.
On the right, you'll see Successfully created or Successfully updated along with the email of the prospect and the action taken.
Any errors will appear in red text.
What versions of Pardot are supported by this integration?
We support Versions 3 and 4 of Pardot.
Did You Know?
You can view our training video about setting up Integrations our Drift Insider pages? Click HERE to learn more!