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:
How to find your Account Engagement (Pardot) Business Unit ID?
When connecting with Account Engagement (Pardot) you need to provide the Account Engagement (Pardot) Business Unit ID.
To find the Pardot Business Unit ID, use Setup in Salesforce.
From Setup, enter “Pardot Account Setup” in the Quick Find box.
Your Pardot Business Unit ID begins with “0Uv” and is 18 characters long.
If you cannot access the Pardot Account Setup information, you will need to ask your Salesforce Administrator to provide you with the Pardot Business Unit ID.
Map any Captello Prospect field to any Pardot field. To map fields, click on the Field Mapping button on the Account Engagement (Pardot) connector. This option will only appear if you have successfully connected your account.
On the mapping menu, select the Captello field on the right and the corresponding Account Engagement (Pardot) field on the left.
Use the (+) and (-) buttons to add or remove fields. Click Save when you are finished.
Disconnect Captello and Pardot by revoking access. To revoke access, click the RevokeAccount button on the Pardot Connector.
Action Needed: If you're forwarding multi-select checkbox data to Pardot form handlers, you will need to parse and reformat the data to match Pardot's expected format. This ensures that the data sent via webhooks is processed correctly by Pardot's form handlers.