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Pardot
1. Choose trigger event
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Salesforce
2. Choose action
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1. Select the event
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Pardot
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Submission" from Pardot.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Pardot and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Pardot triggers, actions, and search
    New Form Submission

    Triggers when a form is submitted.

    Trigger
    Polling
    Try It
    • List
      Required
    Trigger
    Polling
    Try It
    • List
      Required
    • Prospect
      Required
    Action
    Write
    • List
      Required
    • Prospect
      Required
    Action
    Write
  • Pardot triggers, actions, and search
    New or Updated Prospect

    Triggers when a Prospect is created or updated in Pardot.

    Trigger
    Polling
    Try It
    • Email Address
      Required
    • First Name
    • Last Name
    • Last Activity At
    • Salutation
    • Campaign
    • Address One
    • Address Two
    • City
    • Zip
    • State
    • Territory
    • Country
    • Website
    • Phone
    • Fax
    • Job Title
    • Department
    • Company
    • Number of Employees
    • Years in Business
    • Industry
    • Notes
    • Comments
    • Source
    • Score
    • Password
    • Account
    • Annual Revenue
    • Is Do Not Email
    • Is Reviewed
    • Is Starred
    • Is Do Not Call
    Action
    Write
    • Name
      Required
    • Campaign
    • Lists
      Required
    • From Name
      Required
    • From Email
      Required
    • Subject Line
      Required
    • Email Body (Text)
      Required
    • Email Body (HTML)
    • Tags
    • Custom Reply-To Address
    • Suppression Lists
    • Scheduled Time
    Action
    Write

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Practical ways you can use Pardot and Salesforce

Track new form submissions from Pardot in Salesforce.

When a prospect submits a new form in Pardot, Zapier will create or update the relevant record in Salesforce. This keeps your CRM updated with real-time data, providing better insights for decision-making and improving your ability to act on growth opportunities.

Business Owner
Try it
Streamline lead data updates between Salesforce and Pardot.

Whenever a lead's details are updated in Salesforce, Zapier will automatically update the corresponding prospect in Pardot. This ensures that both systems are in sync and removes the risk of outdated information, improving data integrity across platforms.

IT
Sync new Pardot prospects to Salesforce.

When a new prospect is created in Pardot, Zapier will automatically create a matching lead in Salesforce. This eliminates manual data entry, ensures both platforms reflect the same information, and helps the sales team act quickly on marketing-generated prospects.

Marketing & Marketing Ops

Learn how to automate Pardot on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Pardot to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Pardot + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pardot and Salesforce

How do I integrate Pardot with Salesforce?

Integrating Pardot with Salesforce is a straightforward process. First, ensure both systems are set up correctly. Then, navigate to the Pardot settings and find the Salesforce integration option. Follow the prompts to authenticate your Salesforce account and configure sync settings. Our services can handle this process smoothly, allowing triggers on new leads in Salesforce to automatically update corresponding records in Pardot.

What data can be synchronized between Pardot and Salesforce?

You can synchronize leads, contacts, campaigns, opportunities, and custom objects between Pardot and Salesforce. Once integrated, actions like creating a new lead in Salesforce automatically trigger updates in Pardot so that your marketing team has up-to-date information for targeted campaigns.

How often do Pardot and Salesforce sync data?

By default, Pardot syncs with Salesforce every two minutes. However, certain actions like adding a prospect or activity in either system can trigger an instant sync to ensure critical information remains updated across platforms.

Can I customize field mappings between Pardot and Salesforce?

Yes, field mappings are customizable between Pardot and Salesforce. You can configure which fields should update upon syncing so that specific triggers like form submissions or score changes reflect accurately across both platforms.

What happens if a prospect exists in both systems before integration?

If a prospect exists in both systems prior to integration, our setup ensures records are merged based on unique identifiers such as email addresses. This ensures actions like updating a contact record in either system trigger consistent updates across platforms without duplicates.

Are there any limitations when integrating Pardot with Salesforce?

While most standard objects sync seamlessly between Pardot and Salesforce, some custom development may be required for complex custom objects. We ensure that these integrations seamlessly support complex triggers where necessary while aligning overall marketing strategies.

How do you handle user permissions when integrating these platforms?

During integration, proper user permissions must be configured to control access levels within each platform. This setup involves defining which users have editing rights versus view-only access. Our synchronization respects these settings without disrupting user-level security protocols.

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About Pardot
Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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