Salesforce Pardot

Export customer and lead lists from your data warehouse to Salesforce Pardot to engage them with marketing outreach.

Why use GrowthLoop and Salesforce Pardot?

Salesforce Pardot is a marketing automation add-on to Salesforce’s cloud-based software for customer relationship management (CRM). The service promises to connect sales, marketing, and support teams. Pardot can integrate with Salesforce’s other offerings.

Connecting your GrowthLoop instance to Pardot allows you to send customer and lead lists to Pardot for marketing campaigns.

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Common use cases for GrowthLoop and Salesforce Pardot

Common use cases for a GrowthLoop and Salesforce Pardot integration include:

Send targeted messages using Salesforce’s AI tools

Once you’ve built a targeted audience segment, use the Salesforce generative AI tools to craft campaign emails and chat messages to engage those customers with highly personalized experiences.

Segment customers across any metric

Leverage your data warehouse to let your marketing team target leads with more relevant and personalized campaigns.

Route high-potential leads

Identify leads and customers with high potential to buy big ticket items, and route those as opportunities to sales reps every day.

How to set up GrowthLoop and Salesforce Pardot

Send customer and lead lists from your Data Warehouse to Salesforce Pardot to send marketing campaigns based on customer behavior you only track in your data warehouse. To get started, you'll need a data warehouse, an audience in GrowthLoop, a Pardot username and password, a Salesforce business account ID, and a Salesforce security token.

Step 1

Log into Salesforce using the same account you use for Pardot. On the home screen, type “Pardot” into the Quick Find bar. Click Pardot Account Setup and find your Business Unit ID from the list that appears

Step 2

Locate or reset your Salesforce security token. In Salesforce, access Settings and search for “token”, then select Reset my Security Token.

Step 3

Go to Destinations in the GrowthLoop platform.

Step 4

Select Salesforce.

Step 5

Configure the Destination with the dedicated Salesforce account’s username and password, the Business ID and the security token. Also, choose a name for the Destination and set the sync frequency.

Step 6

Confirm the connection by navigating to Destinations and selecting Pardot.

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See more step-by-step detail in GrowthLoop’s Salesforce Pardot documentation.

Similar destinations

Don’t see a destination you need? Check out our full list or request a new destination.

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Export audiences from your Data Warehouse to deploy surveys to the right customer segment.

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See All Destinations

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