Pardot
Connect Pardot to Popl Teams for syncing Popl leads as Pardot prospects
In this document, we will provide a step by step walkthrough of how to setup our direct integration with Pardot! This integration will allow anyone on your team to instantly sync the leads they collect via Popl to your team's Pardot account.
This integration will automatically connect to the fields below, with no additional configurations needed:
First name
Last name
Email
Job Title
Company
Phone number
Website
Prospect Owner (will be the member that connected with that lead via Popl)
Any custom fields you set up on the "Configuration" tab above
Connecting your Pardot Account
1. First, from the home page of Popl Teams, click into the "Integrations" tab. Then find the section for Pardot and click "Connect".
If you've already connected Pardot at any point before, the button will be "Configure" instead of "Connect". Go ahead and click configure instead if that is the case.
2. Next, you will see a Pardot popup as shown below. Click on "Connect" button in the top right of the popup.
3. The first window you see will ask if you'd like to choose your production or sandbox environment. We recommend always choosing production here.
4. Next, you will see a Pardot Business Unit ID is required. Here is a step by step guide on how to find your Pardot Business Unit ID: https://help.clearbit.com/hc/en-us/articles/360060389094-Where-Can-I-Find-My-Pardot-Business-Unit-ID-.
Here is also a screenshot of where this Business Unit ID can be found (Your Salesforce Dashboard -> Setup -> Search for "Business Unit Setup")
Once you have that value, enter it in the popup and click "Continue"
5. Next you will be asked to log into your Pardot/Salesforce account. We recommend using an admin login for this. Once the login is successful, click "Allow" to give consent so the integration can create the 0Auth connected app.
After clicking allow, the authentication window will disappear and you will see that the button in the top right of the popup now shows "Connected". Great job! Now you can toggle on one (or multiple) of our 2 available workflows.
Syncing Leads to Pardot
1. Now that your Pardot is connected, there are 2 options for workflows that you can turn on. Note: you can turn on multiple workflows if you'd like.
AUTO SYNC - Export Leads to Pardot Prospects This Auto Sync workflow will automatically sync leads from Popl to Pardot at the very moment that any member of your team captures a new lead on Popl. This workflow completely removes any sort of manual data entry or lead selection, saving your team time and creating incredible efficiency.
Export Leads to Pardot Prospects The normal sync workflow is for teams that want an admin or member(s) to choose which leads that they would like to sync over to Pardot before they are synced. This workflow has more control than the auto sync as admins/members can decide exactly which leads should be synced and which leads shouldn't be.
Admin Controls: Admins can choose to sync any member's leads over at any time
Member Controls: Members can choose to sync only their own leads at any time. This ability can also be turned off by an admin if needed.
2. Once you have chosen a workflow to switch on (multiple can be turned on if needed), you have the option to customize the integration connection. This step is completely optional and most customers don't need anything custom set up. All workflows have the same customization options and here is more details on each section:
Custom Lead Properties
This field is for setting custom values for Pardot leads. For example, if you would like all leads from Popl to have your Pardot property "Source" set to "Popl", you would put this JSON string value:
{"source":"Popl"}
You can set multiple custom values by using the JSON format:
{"field 1":"value 1","field 2":"value 2",etc}
Where to map tags from Popl
This field is for setting where you'd like tags that are added on Popl to sync to in Pardot. In our example above, we are mapping tags from leads over to the "comments" field in Pardot. That way, if one or more tags are added on Popl, those values will also map over to "comments" when synced to Pardot. This field is completely optional.
Dynamic Mapping
The last 2 fields are used for dynamically mapping a lead capture field from Popl to a Pardot prospect field. For example, let's say that you have a custom lead capture form on Popl Teams that gets a value called "Property Number" from your prospects. If you'd like to map "Property Number" values from Popl to a field called "Property Number" on Pardot, you would put "Property Number" for the first field called "Popl Lead Capture Field to Map to Pardot Dynamic Mapping Below" and then "Property Number" for the second field called "Pardot field for Dynamic Mapping".
Once your customization is complete (or empty as customization is optional), simply click X in the top right of the popup to return to Popl Teams. All customization is auto saved, so no need to click any sort of save button.
Congrats! 🎉
Once your desired workflow(s) are enabled, you are all set! Now you or your team can export leads at any time from the Popl Dashboard or the Popl mobile app to your connected Pardot account.
Check out Popl Teams to instantly start syncing leads from Popl Teams to your Pardot account!
If any issues or questions, please contact us at teams@popl.co, we are available nearly 24/7 and will get back to you within 6-8 hours or less.
With 🤍 from Popl.
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