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Navigate to Setup > Integrations > Connectors.
Scroll down to the Connector labeled "Pardot Integration".
Click the “Add Account” button which will take you to the page to enter your Account Engagement (Pardot) credentials.
If you entered the correct credentials, you should see a success message as shown below.
Now, enter your Business Unit ID. Once done, you’ll see the success prompt as shown here:
Note: If you’re connecting to a sandbox account then please make sure you enable the Demo option as shown here:
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Use the (+) and (-) buttons to add or remove fields. Click Save when you are finished.
Sync Campaigns and Lists
To sync campaigns to Captello, click on the Sync Campaigns button.
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To sync lists to Captello, click on the Sync Lists button.
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Note: The sync runs daily at 7 am CST. On the Connectors page, you need to use the sync buttons to update Captello with new campaigns or lists right away, especially if they're added after the daily sync or when you first connect your account. |
Revoke Access
Disconnect Captello and Pardot by revoking access. To revoke access, click the Revoke Account button on the Pardot Connector.
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Always create: Always create a prospect in Account Engagement (Pardot) regardless if the record exists or not.
Update: Update a record in Account Engagement (Pardot) if it exists. If the record does not exist do not create a new record.
Ignore: Do not create a prospect If the record exists in Account Engagement (Pardot), do not make any changes to the existing record.
When used in an Automation, you can also add Conditions to the Send to Pardot action. In the example below we are only sending the Lead if the Prospect is marked as a VIP.
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