Pardot CRM Integration Added 3.6.8+, Revised 3.11.7+ Pro

This documentation page assumes you have read over the CRM Integration Overview page. If you have not yet read it, please do so now. We also assume that you have a Pardot account already. This integration requires that you have Freeform Pro. If you currently have Freeform Lite, you can purchase an upgrade to Freeform Pro.

Field Compatibility

The Pardot integration includes support for field mapping to standard and most custom Prospect object fields. There may be some limitations on types of fields that can be mapped.

Setup Instructions

  1. Prepare Freeform's end for Integration:
    • Go to the CRM section in Freeform Settings (Freeform > Settings > CRM).
    • Click the New CRM Integration at the top right.
    • Select Pardot (v5) from the Service Provider select dropdown.
    • Enter a name and handle for the integration. e.g. My Pardot Integration
    • Copy the URL value generated in the OAuth 2.0 Return URI field, e.g. https://mysite.net/admin/freeform/settings/crm/myPardotIntegration.
    • Leave this page open and open a new tab to go to the Salesforce site...
  2. Prepare Pardot/Salesforce's end for Integration:
    • Open another browser tab and go to Salesforce website and log into your account.
    • On the left navigation menu, click on Apps, then click App Manager.
    • At the top right corner of the page, click the New Connected App button.
    • Fill out the fields in the Basic Information section.
    • In the API (Enable OAuth Settings) section, click the Enable OAuth Settings checkbox.
    • More fields will appear. In the Callback URL field, paste the value you copied from the OAuth 2.0 Return URI field inside Freeform.
    • In the Selected OAuth Scopes field, select the following permissions from the list and click Add arrow button:
      • Perform requests on your behalf at any time (refresh_token, offline_access)
      • Access Pardot services
    • You shouldn't need to fill out any further fields, and then click Save button.
    • You will be taken to a new page that lists info about your newly created app, including Consumer Key and Consumer Secret values. You will need to copy each of these values.
      • Salesforce gets tricky to navigate, so do yourself a favor and copy and paste these 2 values into a text editor for now, being sure to label each too. You'll save yourself some extra steps later on.
    • At the top middle of the page, click on the Manage button.
    • At the top middle of the next page, click the Edit Policies button.
    • Under the OAuth policies section, adjust the following settings:
      • In the Permitted Users field, be sure that it is set to All users may self-authorize.
      • In the IP Relaxation field, change the setting to Relaxed IP restrictions.
      • Click Save button at bottom of page.
    • If you copy and pasted the Consumer Key and Consumer Secret values in a text editor, you can skip these next couple steps:
      • To go back to your app to see these values, click on the App Manager navigation item (under Apps)
      • Find your app in the list. Then in the right column, click the down arrow, and then click View.
  3. Finish the Integration on your site:
    • Flip back to the Freeform CP browser tab.
    • Enter Salesforce credentials in the next 2 fields:
      • Paste the Salesforce Consumer Key value into the Client ID field in Freeform.
      • Paste the Salesforce Consumer Secret value into the Client Secret field in Freeform.
    • Enter your Pardot Business ID into the Pardot Business Unit ID field.
      • To find the Pardot Business Unit ID, go to Marketing Setup, in the Quick Find box, enter Pardot, and then select Pardot Account Setup. Copy the business unit ID for the Pardot instance you want to use.
    • At the top right corner of Freeform page, click Save button.
    • You will be redirected to a Salesforce login page.
    • Fill in your credentials.
    • Click Allow when asked for permissions.
    • You will then be redirected back to the Freeform CRM Integration page.
  4. Verify Authorization:
    • After the integration is saved, it'll return you to the list of CRM integrations.
    • Click into the newly created integration.
    • Confirm that there is green circle with Authorized in the middle of the page.
    • That's it! You can now use this integration inside the Form Builder.

Setup Instructions (legacy)

TIP

For Freeform 3.11.6 and earlier (though this likely will no longer work)

  1. Prepare Pardot's end for Integration:
    • Open another browser tab and go to the Salesforce/Pardot website and log into your account.
    • Go to the Pardot part of Salesforce. Then, click on the Pardot Settings tab at top right of page.
    • In the left navigation menu at the bottom, click on User Management, then click Users.
    • Click on the Add User button to create a new user.
    • Fill out the user account like you normally might:
      • It's probably best to give it a descriptive first and last name such as REST API User.
      • Enter in an email address where you can receive email. It's probably a good idea to create a custom email address to handle this. If your company or server allow for this, you can also add +something to your email address (e.g. yourname+pardot@yourcompany.com) to also create a unique email address.

      WARNING

      Please note that your Pardot user account will not work if its email address is in use as a Salesforce username also. It's an odd thing, but something to make note of.

      • Give the user a Role of Administrator. Be sure to be careful with the password you set, as this role can perform a lot of things.
      • For Email Preferences, un-check all the boxes.
      • Click the Create user button. On the next page, take note of your API User Key within the data for the user profile.

      WARNING

      Please note, if you have Salesforce sign-in enabled, ignore alerts from Pardot to choose a CRM Username for the user account you just created.

    • To set a password for the account, check your email and open the activation link into a new incognito/private window or a different browser.
    • Set a password and a security question and answer for the new user and take note of the password for the Pardot integration in Freeform.
    • Try logging into Pardot in the same browser tab with the new credentials to make sure they work. Then log out.
      • If you didn't already take note of the API User Key, go back to the User Management area in Pardot (with any Administrator account), find your API user, click it and take note of the API User Key.
  2. Setup Integration on your site:
    • Go to the CRM section in Freeform Settings (Freeform > Settings > CRM).
    • Click the New CRM Integration at the top right.
    • Select Pardot from the Service Provider select dropdown.
    • Enter a name and handle for the integration.
    • Enter the new Pardot account credentials in the next 3 fields:
      • Enter the email address of the Pardot account into the Email field in Freeform.
      • Paste the password of the Pardot into the Password field in Freeform.
      • Paste the API User Key token from the Pardot account into the API User Key field in Freeform.
    • At the top right corner of Freeform page, click Save button.
  3. Verify Authorization:
    • After the integration is saved, it'll return you to the list of CRM integrations.
    • Click into the newly created integration.
    • Confirm that there is green circle with Authorized in the middle of the page.
    • That's it! You can now use this integration inside the Form Builder.

TIP

Did you know...

Solspace is not just a plugin company. We also build and maintain websites. In fact, we often help other developers with their website builds. Learn more about our second chair development services today.

Last Updated: 9/28/2021, 3:53:03 PM