Pardot
Your Navattic demo must use one of these Visitor or Account identification methods to use this integration.
The Pardot integration is used to send real-time activity from visitors. Use this engagement data to create Pardot dashboards and automations.
Use this interactive demo or the written steps below to set up your integration.
Navattic uses OAuth to connect with Pardot. Visit app.navattic.com > Integrations > Pardot. Toggle ON the integration and click Connect to Pardot. You will be redriceted to log in to your Salesforce account. Once you log in, it will bring you back to Navattic.
Once connected, visit Configuration and enter your Business Unit ID. This can be found in your Salesforce Settings > Platform Tools > Account Engagement > Business Unit Setup. Once you add the Business Unit ID in Navattic, click Save configuration.
Once you add your Business Unit ID, Field Mapping will appear. Set up the fields you would like to map. Email will map automatically, so you do not need to add an email field.
Click Connected and check the box to the right of each Demo in order to activate or deactivate the integration for each Demo. You must connect Product Demos in order to send Navattic data to your Prospect List in Salesforce.
All connected Demos should be able to identify visitors in some way.
Once connected, run a quick test under Setup to ensure this test data populates in Salesforce.