Prospect Activities (Engagement History)

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:

  • What the activity history looks like in Pardot and Salesforce
  • No official API / Connector model for 3rd parties to create activities
  • Our approach, set up a form submission to create the activity!
  • How to set it up in under 5 minutes
  • When Qualified conversations are added to Pardot

Activity History in Pardot

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.

Activity History on a Pardot Prospect Record
Activity History on a Pardot Prospect Record

No Official API or Connector Model

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.

Our Approach: Set Up a Form Submission!

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...

How to Set It All Up in Under 5 Minutes

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

1. Create a New Form in Pardot

Creating a Pardot Form to Track Qualified Conversations as Activities Step 1

2. Name the Form "Conversation via Qualified" exactly and save it in any folder with a campaign of your choosing

Creating a Pardot Form to Track Qualified Conversations as Activities Step 2

3. Delete all of the form fields except for the Email field, and click Next

Creating a Pardot Form to Track Qualified Conversations as Activities Step 3

4. Choose the Standard layout template

Creating a Pardot Form to Track Qualified Conversations as Activities Step 4

5. Click Next a few times until you finally can Confirm and Save

Creating a Pardot Form to Track Qualified Conversations as Activities Step 5

6. Verify Your Setup in Qualified

Go back to the Pardot Connection Settings in Qualified to verify your setup
Go back to the Pardot Connection Settings in Qualified to verify your setup
If your setup is correct, you'll see the following message in Qualified
If your setup is correct, you'll see the following message in Qualified

When are Activities Added to Pardot?

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:

Qualified.com Conversational Marketing - Activity History in Pardot

Summary

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:

  • What the activity history looks like in Pardot and Salesforce
  • No official API / Connector model for 3rd parties to create activities
  • Our approach, set up a form submission to create the activity!
  • How to set it up in under 5 minutes
  • When Qualified conversations are added to Pardot

Next Steps

As a next step, you might find the following educational resource guides useful:

Request a Live Demo

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.