# Pardot

[Pardot](https://www.pardot.com/) is a Salesforce product and a marketing automation solution that enables organizations to track and measure the effectiveness of their communications, gain insight into user behavior, and personalize content across campaigns based on any specific criteria.

RudderStack supports Pardot as a destination to which you can seamlessly send your event data.

Find the open source transformer code for this destination in the <a href="https://github.com/rudderlabs/rudder-transformer/tree/main/src/v0/destinations/pardot">GitHub repository</a>.

## Connection compatibility

{{< destination-config >}}

## Get started

Once you have confirmed that the source platform supports sending events to Pardot, follow these steps:

- From your [RudderStack dashboard](https://app.rudderstack.com/), add the source. Then, from the list of destinations, select **Pardot**.

## Connection settings

To successfully configure Pardot as a destination, first authenticate your account by following the below steps:

1. Click **Create Account** in the **Account Settings** section.
2. From the modal, click the **Sign in with Google** button.
3. Choose the required account and grant RudderStack the required permissions.
4. Click **Save** to use the specified account:

{{< image src="images/event-stream-destinations/cm-360-account-connect-normal.webp" alt="Google Account authentication" >}}

{{< info >}}
In case you have authenticated multiple accounts, you can click **Edit Credentials** to select or delete any other authenticated account:

{{< figure src="images/event-stream-destinations/cm-360-edit-account-creds.webp" alt="Google Account authentication" >}}

RudderStack **gives an error** if you try to delete an account used by any other connection set up for the same destination.
{{< /info >}}

Next, configure the following settings:

{{< image src="images/event-stream-destinations/pardot-connection-settings3.webp" alt="Pardot connection settings" >}}

- **Business Unit Id**: Your **Business Unit ID** is the 18 character long string starting with `0Uv`. You can find it in your **Salesforce** account by following the steps listed below:
  1. Go to **Setup** at the top right corner and click **Pardot**. 
  2. Click **Pardot Account Setup** to obtain the Business Unit ID.

{{< image src="images/event-stream-destinations/pardot-business-unit-id.webp" alt="Pardot Business Unit Id" >}}

- **Campaign Id**: You can find the Campaign ID (or piCId) under **Marketing** > **Campaigns** in your Pardot account. After selecting the desired website campaign, click **View Tracking Code**.

{{< info >}}
  
Alternatively, you can go to the <a href="https://pi.pardot.com/campaign">Pardot campaigns</a> and select the desired campaign from the list. The last 5 digits of the campaign URL is your campaign ID. For example, `12345` is the campaign ID for the campaign URL `https://pi.pardot.com/campaign/read/id/12345` .

{{< /info >}}

## Identify

The `identify` call lets you capture the details of a visiting user along with any associated traits such as their name, email address, etc.

A sample `identify` call is shown below:

```javascript
rudderanalytics.identify("userId", {
  "active_seats": 6,
  "salutation": "Mr",
  "firstName": "Alex",
  "lastName": "Keener",
  "email": "alex@example.com",
  "website": "https://www.example.com",
  "score": 16,
  "company": "Example Organization",
  "job_title": "Sales Executive",
  "department": "Sales",
  "country": "USA",
  "address": {
    "street": "6649 N Blue Gum Street",
    "city": "New Orleans",
    "state": "LA",
    "zip": "00000"
  },
  "phone": "8005550100",
  "annual_revenue": "100000",
  "employees": "100",
  "industry": "Technology sector",
  "notes": "example notes",
  "address_two": "example address",
  "fax": "fax321",
  "years_in_business": 13,
  "comments": "good",
  "is_do_not_email": false,
  "opted_out": false,
  "is_reviewed": false,
  "is_starred": true,
  "territory": "territory",
  "campaign_id": 12345
}, {
  externalId: [{
    type: "crmfid", // can be pardotid for sending pardot ID
    id: "crmFidUser",
  }]
});
```
The following behavior can be observed whenever an `identify` call is made through RudderStack:

* RudderStack throws an error if either `email` or `externalId` (`crmfid`/`pardotid`) is absent.
* RudderStack calls the update API if `email` is absent but either `pardotid` or `crmfid` is present. However, if `pardotid` and `crmfid` are not already linked to a prospect, it throws an error.
* RudderStack throws an error if `email` is absent and `prospectid` or `crmfid` is entered incorrectly.
* If only `email` is present, or Pardot already contains more than one prospect with the same email ID, a new prospect is created as Pardot does not allow write operation on email IDs.
* RudderStack considers only the first `externalId` in case of multiple `externalId`.


## FAQ 

#### How do I find the crmfid (used for upsert operation)?
You can find the `crmfid` (CRM Lead ID) under any **Prospect** by clicking on **Sync with CRM** as shown below:

{{< image src="images/event-stream-destinations/Pardot-crmfid1.webp" alt="Pardot CRM Lead ID" >}}
The CRM Lead ID can be located here:
{{< image src="images/event-stream-destinations/Pardot-crmfid2.webp" alt="Pardot CRM Lead ID" >}}

#### How do I update the prospect data?

To update the prospect data, you need to send a payload that contains `externalId` in the payload as shown below:

```javascript
// Sample payload with `id` data for update
{
  "externalId": [{
    "type": "pardotid"
    "id": "12345",
  }]
}
```

- `type` can contain either of the following fields:
  - Pardot ID with field name as `pardotid`.
  - CRM FID with field name as `crmfid`.
- `id` field contains the actual value.

#### Can I send the event data to Pardot's Sandbox environment?

Unfortunately, you can currently send the event data only to the Pardot's **production** environment. Sandbox environments are not supported.