Pardot CRM IntegrationPro

This documentation page assumes you have read over the CRM Integration Overview. 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.

Compatibility

• Field mapping to standard and most custom Prospect object fields. There may be some limitations on types of fields that can be mapped.

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.

Finished!