Pardot + Salesforce

Update Salesforce contacts when new or updated prospects appear in Pardot

Keep your Salesforce contacts up-to-date effortlessly with this automation. Whenever a prospect is identified or existing information is altered in Pardot, the workflow will make sure the relevant changes are mirrored in Salesforce. This allows you to maintain consistency with customer data and focus on building stronger relationships.

When this happens...
New or Updated Prospect
Triggers when a Prospect is created or updated in Pardot.
TriggerPolling
automatically do this!
Update Contact
Updates an existing contact in Salesforce.
ActionWrite

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Supported triggers and actions

New Form Submission
Triggers when a form is submitted.
Trigger
Polling
Try It
- ListRequired
Trigger
Polling
Try It
- ListRequired
- ProspectRequired
Action
Write
- ListRequired
- ProspectRequired
Action
Write
- ProspectRequired
- Email Address
- First Name
- Last Name
- 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
- Do Not Email?
- Review Status
- Star Status
- Do Not Call?
Action
Write

- Email AddressRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Prospect
Triggers when a new Prospect is synced to Pardot.
Trigger
Polling
Try It
New or Updated Prospect
Triggers when a Prospect is created or updated in Pardot.
Trigger
Polling
Try It
- Email AddressRequired
- 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
- NameRequired
- CampaignRequired
- ListsRequired
- From NameRequired
- From EmailRequired
- Subject LineRequired
- Email Body (Text)Required
- Email Body (HTML)
- Tags
- Custom Reply-To Address
- Suppression Lists
- Scheduled Time
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email AddressRequired
- 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
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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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