In this guide you will learn how to set up and configure the connection between Qualified and Salesforce Pardot. If you use Pardot Lightning or have Pardot configured to use Salesforce Single-Sign-On (SSO), please use our Connecting with SSO guide instead. In this guide, we'll cover:
The first step in using Qualified for Salesforce Pardot is to connect the two systems. Navigate to Qualified > Admin Settings > Integrations > Pardot to get started. When you select Pardot from the integrations menu you will be presented with the ability to connect Qualified to Pardot, as shown here:
By clicking on the connect to Pardot button, a screen will appear where you enter the credentials of the Pardot user that use want to use to connect the two applications, as shown here:
The architecture of Qualified for Salesforce Pardot is what is known as a "connected app," which means the two applications will communicate with one another using a specific Pardot user account. This account should have Administrator credentials in Pardot. It can be one of your existing Admin users, or you may choose to create a Pardot Admin user account specifically for this integration to work. For example, you can create an admin user with the email address "email@example.com" if you want to be very explicit about how the connection is managed, or you can simply use one of your existing Administrators, as we will show you in this guide.
Optional: If you're not quite wanting to use an Administrator account to connect to Qualified, you can also create a special integration user that has more restricted permissions. You will however want to make sure that your integration user has all View abilities in the Marketing and Administrator sections of the role you're creating as well as the options selected below in the Prospects area of your role abilities.
A Pardot API User Key is a unique identifier that is associated with the Pardot user account being used by the integration. You can find your Pardot user key by navigating to Pardot > Admin > User Management > Users and then by clicking on the specific user that you wish to use for the connected account. In the example below, you'll see the API User Key listed in the User record in Pardot:
After you have created or chosen the specific Pardot User account that you will use for the integration, and you have located the corresponding API User Key, head back over to the Qualified Admin Settings screen and enter all of the credentials, as shown below:
There you go! Qualified and Pardot are now connected, and it's time to move on to configure the integration.
OAuth is an internet standard for how credentials are handled and managed by 3rd party connected apps. Unfortunately, Pardot does not currently support OAuth. As a result, if you change the Pardot email address, or you change the Pardot password for this user, or if you or another Pardot administrator were to deactivate this user, the integration will stop working until you update your credentials again in Qualified > Admin Settings > Pardot. If we detect this has happened, we will send an email to the Qualified system administrator.
In this guide you have learned how to set up and configure the connection between Qualified and Salesforce Pardot, including:
As a next step, you might find the following educational resource guides useful: