Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

With the Account Engagement (Pardot) connector, you can seamlessly sync leads from Captello to a an Account Engagement (Pardot) account through our powerful Automations, Fulfillment Actions, and Bulk Actions.

Connecting to Account Engagement (Pardot)

...

  • Navigate to Setup > Integrations > Connectors.

  • Scroll down to the Connector labeled "Marketing Cloud Account Engagement (Pardot)".

  • Select what account type you are connecting from Live, Demo or Sandbox

    chrome_QhIzrUqUfd.png

  • 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.

    Image Removed

...

  • Now, enter your Business Unit ID. Once done, you’ll see the success prompt as shown here:

    image-20240222-151856.pngImage Removed

...

How to find your Account Engagement (Pardot) Business Unit ID?

...

Use the Add to Marketing Cloud Account Engagement (Pardot) action to seamlessly sync leads from Captello to Pardot (including to Campaigns and Lists through Automations, Fulfillment Actions, and Bulk Actions.

...

If desired, select a Campaign and/or a List to sync the leads to

...

  • 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: 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.

...