This guide is tailored for Pardot CRM, but the steps described are mostly similar whenever using any of our other existing CRM integrations. (Full list can be found on the Integration Page).
Pardot has become one of the popular CRM to manage your prospects, customers and contacts. Exceed knows how to automate the conversations with your leads, prospects and customers. Exceed also collects information from contacts such as phone number, title, etc. which get updated as well in Pardot. With the Exceed.ai Pardot integration, your contacts stay in sync with your sales team’s Pardot database.
The integration between Exceed.ai and Pardot is a bridge between your automated conversation with your contact and your sales database, allowing activity and information to move seamlessly between the two. With the Exceed Pardot integration, your sales team will consistently have the most up-to-date contact information and communication.
After you authenticate your Pardot account, Exceed.ai will pull any new prospect in Pardot and will create a contact in Exceed.ai database which we start working on based on your predefined sequences in Exceed.ai.
How to Enable Pardot Integration at Exceed?
Prior to setting up the integration, we recommend creating a dedicated Pardot account, rather than using an employee's account. This is done to guarantee continuous access in cases of personnel changes and to ensure Exceed.ai API user has only the needed permission.
Log in to Exceed
Click on the Setting menu, and then Integrations
Click on ‘Add Pardot account’ button in the Pardot Integration section
Log in to Pardot and click "Allow" in order to give Exceed permission to send and pull contact information
Wait for Pardot and Exceed to authenticate
Your project should now be successfully integrated with Pardot!
Exceed provides out-of-the-box contact status and field mapping between Exceed and Pardot. As we mentioned above, this mapping is quite flexible and we allow you to adjust status / field mapping based on your specific workflow process and data management in your Pardot.
Exceed updates contact Pardot records on every status change, contact update and new communication between Exceed and the contact.
Mapping between Exceed and Pardot
Every customer sets up their Pardot in a different way. Therefore we provide our customers full flexibility to map Exceed contact statuses to the corresponding statuses in Pardot. The same goes for field mapping as well.
Contacts Fields Mapping
Here is the list of fields that Exceed.ai syncs with Pardot. You can find a corresponding field at Pardot for each field in the Exceed platform. Exceed can add more mapping as needed to enrich contact data in Pardot. Here is an example:
Please note: In order to sync the company name from Pardot to Exceed.ai, you'll might need to create a custom field. This is because the Company field passes only the ID of the company, rather than its name. If you've tested it and that's the case for you, you'll need to create a custom field that is based on the Company field using a text formula. More details can be found in this article:
Adding a Company Name Field on Pardot
Contact Statuses Mapping
Here is the list of possible statuses a contact can be in Exceed.ai platform:
You can read more about Status here:
Having said that, as you can see on the mapping fields above, we recommend creating a dedicated Exceed Status field on Pardot, so that you can map the detailed status according to your internal setup using Pardot workflows.
Update Contact Communication
Exceed updates Pardot with any communication (email or chat) sent to the contact and any communication received from the contact.
Pull Prospects to Sequences
Exceed can automatically pull prospects from Pardot to Exceed.ai. There are two ways:
Pull Prospects to Sequences using Target Lists
Once you've chosen this option for your integration, visit each sequence (under its Integrations tab) and choose a specific list to pull prospects for that sequence.
Pull Prospects to Sequences using Filters
You can define global criteria to pull leads and contacts under the integration settings.
For example, you can pull prospects which are "New", from companies with more than 1000 employees.
Another option: In the following example, Exceed.ai will pull only leads whose status is ‘Send to Exceed’
For the two options, you'll need to turn on the integrations toggles both on the Integrations page and on the sequence level to pull in contacts. Emails would start sending only once the sequence is activated.
If you need any help in the process, don't hesitate to reach out to us via the Customer Care Communications Portal