Run better email campaigns on Salesforce Pardot with up-to-date customer data from your data warehouse
Supported syncing
| Sync Type | Description | Supported Sync Modes | API Reference |
|---|---|---|---|
| Prospect | Sync prospects to update list membership objects | Upsert, Update | List membership |
For more information about sync modes, refer to the sync modes docs.
Connect to Salesforce Pardot
Go to the Destinations overview page and click the Add destination button. Select Salesforce Pardot and click Continue. You can then authenticate Hightouch to Salesforce Pardot via OAuth.
Connect to Pardot via OAuth by logging into your Pardot account.
Then, input your Business Unit ID, which can be found in your Pardot App by navigating to Setup > Pardot > Pardot Account Setup.
If your Pardot account type is Pardot Developer Org, input pi.demo.pardot.com in the optional Pardot Custom Domain field.
Sync configuration
Once you've set up your Salesforce Pardot destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Salesforce Pardot destination you want to sync to.
Syncing prospects
Record matching
To match source rows to prospects in Salesforce Pardot, you need to select a source column and corresponding Salesforce Pardot field. Depending on the sync mode you select, you can match on the following Salesforce Pardot fields:
- Pardot Prospect ID
Update mode supports both, whereas Upsert mode only supports Email.
Field mapping
You can sync columns from your source to Salesforce Pardot's default and custom fields. If you send data for a custom field that doesn't exist, Hightouch adds the field and automatically detects its type.
Refer to the Pardot docs for more information about object fields.
Match list
You can select if you want to add the prospects a match list (new or existing), or if you prefer not adding them to any list.
Delete behavior
The delete behavior you select dictates what to do when a row no longer appears in your model's query results. You have the following options:
| Behavior | Description |
|---|---|
| Do nothing | Keep the prospect in Salesforce Pardot |
| Clear fields | Keep the prospect in Salesforce Pardot but clear the synced fields |
| Remove record | Remove the Salesforce Pardot prospect from the specified audience |
Tips and troubleshooting
Common errors
To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.
Live debugger
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.
Sync alerts
Hightouch can alert you of sync issues via Slack, PagerDuty, SMS, or email. For details, please visit our article on alerting.