How to get started with Pardot on Zapier

Pardot and Zapier connect to automate your marketing work. You can trigger actions when new prospects are added or forms are submitted and create or update prospect records.

Available on plans:

Free

Professional

Team

Enterprise

Prerequisites

To use the Pardot app on Zapier, you must have:

• A paid Zapier plan. Pardot is a premium app on Zapier. 
• A Salesforce org with Account Engagement (Pardot) enabled and properly configured. 
• An SSO-enabled Salesforce user who can log in to pi.pardot.com using "Log In with Salesforce" or access Account Engagement using the Account Engagement Lightning App. 
• Proper user permissions in Salesforce, including either the Account Engagement User, Sales Cloud User, Service Cloud User, or CRM User permission set license assigned to the user. 

Connect Pardot to Zapier

To create an app connection to Pardot on Zapier:

• Go to the Apps page.
• Click + Add connection.
• A new dialog box will appear. Search for and select Pardot.
• Click Add connection.
• A Connect an Account page will open in a new browser tab or window will open.
• Complete the following fields: 
  • Salesforce Environment: Select your environment you want to connect to.
  • Pardot Business Unit ID: Enter your Account Engagement Business ID (begins with "0Uv" and is 18 characters long). Learn more about finding Salesforce Account Engagement Business ID.
  • API Version: Select the Pardot API you wish to use.
    • Version 4 is the recommended and most common choice. Select this option if you are unsure which version to use. Version 3 is for older Pardot or Salesforce accounts that have not enabled the "Allow Multiple Prospects with the Same Email Address (AMPSEA)" feature.
• Log into Pardot to authenticate.
• Grant Zapier permission to access your account if prompted to.

Your Pardot account is now successfully connected to Zapier.

About Pardot's app

Triggers, searches, and actions

Triggers

• New Form Submission - Triggers when a form is submitted. (Polling)
• Prospect Added to List - Triggers when a Prospect is added to a list. (Polling)
• New Prospect - Triggers when a new Prospect is synced to Pardot. (Polling)
• New or Updated Prospect - Triggers when a Prospect is created or updated in Pardot. (Polling)

Searches

• Find Prospect - Finds an existing prospect by email address.

Actions

• Add Prospect to List - Adds an existing prospect to a list.
• Remove Prospect From List - Removes an existing prospect from a list.
• Update Prospect - Updates an existing prospect.
• Create Prospect - Creates a new Prospect record within Pardot.
• Send List Email - Creates and sends a list email.
• API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
• Find or Create Prospect - Find or Create Prospect.

Limitations

• Daily API call limits apply. The API supports up to five concurrent connections and daily call limits depend on your Pardot edition (Growth: 25,000 calls per day).
• You must use the Campaign ID (not the Campaign Name) when referencing campaigns in Zapier.

Templates

View all of Pardot's templates.

Use cases

• 5 ways to automate Pardot

Additional Pardot resources

• Zapier's Pardot integration page
• Pardot's Help Center
• Pardot's API documentation