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Pardot

Step 1: Create an API user in Pardot

To connect Pardot with Plecto, you'll need to provide an email, password and a user key.

  1. In Pardot, go to Admin > User Management > Users.

  2. Click Add User.

  3. Give the user a name such as API Plecto.

  4. Add an email that's not used in Salesforce or Pardot.

  5. Give the user an Administrator role.

  6. (Optional) Check or uncheck your email preferences.

  7. Click Create user.

  8. Ignore the prompt to create a CRM Username – it should be left blank (No CRM username set).

  9. Check your email and open the activation link to set a password for your new API user.

You have now created a new API user that you're going to use for Plecto. You can find all the necessary credentials under Admin > User Management > Users.

Step 2: Integrate Pardot with Plecto

  1. In Plecto, go to Data sources > New data source > Pardot.

  2. (Optional) Rename your credentials.

  3. Enter the API credentials you created in Step 1.

    1. Email: Add the email of the API user you created in Step 1.

    2. Password: Enter the password you created for the API user.

    3. User key: Enter the API User Key.

    4. Choose the time zone that matches the time zone set in your Pardot account.

  4. Click Next.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Currently, you can import the following data from your Pardot account to Plecto:

Campaigns

Update frequency: 1h
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Opportunities

Update frequency: 2m
Default member field: assigned_to
Default date field: created_at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Prospects

Update frequency: 2m
Default member field: assigned_to
Default date field: created_at
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Visitor Activities

Update frequency: 2m
Default member field: assigned_to
Default date field: created_at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

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