In this guide, you'll learn how to set up Qualified and Pardot to track prospect activity and add conversations that happen in Qualified to the prospect activity list which shows engagement history in both Pardot and Leads/Contacts that are synced to Salesforce. We'll cover the following:
Logging activities in Pardot is extremely useful for having a complete view of all actions taken by a prospect across your website, form submissions, landing pages, email opens/clicks, and more! The Pardot prospect activity list is shown in Pardot when looking at a prospect record, and is also displayed in Salesforce when prospects are synced over to Leads and Contacts. As an admin you can optionally configure Pardot to automatically add a prospect to a list, increment a prospect score, and more! Here's what the activity history looks like in Pardot.
All of the standard features of Pardot such as web visits, form completes, email clicks, etc natively allow for the creation of prospect activities. However, Pardot does not (currently) have an API for 3rd party applications such as Qualified to insert activities into the list. Years ago, there was mechanism for 3rd parties to register themselves as Pardot Connectors, however the old connector model is no longer being supported by Pardot.
As a result of the options available for creating an activity on a Pardot prospect, we've come up with a solution! It's a bit of a workaround (obviously), but what we're going to have you do is create a Pardot Form named "Conversation via Qualified" -- and then every time a conversation happens in the Qualified application, we're going to tell Pardot to log that activity by submitting that form behind the scenes. So with all that being said, here are the instructions...
To track Qualified conversation activities on Pardot Prospects, Qualified will secretly submit a Pardot form behind the scenes to log the activity. Follow these steps
Qualified will now automatically add conversations as activities in Pardot anytime a conversation ends. A conversation is defined as either a back-and-forth chat between a prospect and a rep or a phone call placed and received. The activity is added to the prospect record in Pardot either (a) 5 minutes after the prospect has left the site by closing their browser tab/window, or (b) 1 hour after the prospect has been idle on the site with an open browser tab/window with no mouse movement or scrolling. The activity will then appear in Pardot on the prospect record, as shown below:
In this guide, you've learned how to set up Qualified and Pardot to track prospect activity and add conversations that happen in Qualified to the Prospect Activity list which shows engagement history in both Pardot and Leads/Contacts that are synced to Salesforce, including:
As a next step, you might find the following educational resource guides useful: