Check that you are Identifying visitors before setting up the Pardot integration.
Setting up the Pardot Integration
Use this interactive demo or the written steps below to set up your integration.Connect with Pardot
Navattic uses OAuth to connect with Pardot. Visit Playbooks > Integrations > Pardot > Manage. Select Production or Sandbox and add your 18-character Business Unit ID, which can be found in your Salesforce Settings > Platform Tools > Account Engagement > Business Unit Setup. This Pardot Business Unit ID begins with “0Uv” and is 18 characters long. Click Connect.You will be redirected to log in to your Salesforce account. Once you log in, it will bring you back to Navattic.
Set Up Field Mapping under Configuration
Under Configuration, set up Field mapping which allows you to control which pieces of Navattic’s data go where. Fields on the left are Navattic data, and fields on the right are destinations within your Pardot instance.Email will map automatically, so you do not need to add an email field.
Create a Playbook
Once your Pardot integration is fully set up, visit Playbooks in your Workspace to start pushing data into Pardot. You can use a Template or create your own Playbook.There are two Actions that you can set up: Sync prospect and Sync account (if you have Accounts set up).
A Playbook consists of Audiences and Actions. You can use one of the default Audiences or you can create your own. If you create your own, remember to add new demos to the Audience if you are choosing to filter by specific demos.
Embedding Pardot forms in demos
You can embed a Pardot form directly into a demo step using the Pardot Form embed type in the demo builder.Add an embed step
In the Flow Builder, add a new step and select Embed as the step type. Then choose Pardot Form from the dropdown.
Enter your Form ID and Business Unit ID
- Form ID — The numeric ID of your Pardot form. Find it in your Pardot account under Marketing > Forms; the ID appears in the form’s URL.
- Business Unit ID — Your Account Engagement Business Unit ID. Find it in Salesforce Setup under Pardot Account Setup. It begins with “0Uv” and is 18 characters long.
The Pardot form renders in an iframe within the demo. Form submissions are detected automatically. See Embedded forms for details on all supported embed types.