Configure Pardot

About

Pardot is your marketing autopilot—it takes the busywork out of nurturing leads and running campaigns. Integrated closely with Salesforce, it helps marketers better support the sales team, ultimately turning more prospects into happy customers.

To integrate Pardot with RevSure

1. Select Pardot on the Add Datasource page.

2. On the Configure Pardot page, enter the Connection Name.
   Give a unique name to your instance.

3. Enter the Pardot business unit ID
   

4. Select the Historical Sync Data for your Pardot integration.
   Note: By default, the sync duration is set to 18 months. The sync duration gives insights into trends, and helps with projections and estimations.

   * Click the Sync Hstorical Data dropdown list to change the duration.
   * Select sync duration for historical data - 18 months, 1 year, 2 years, 3 years, or All Data

   

5. Set the Sync Frequency. This determines how often RevSure will connect to Hubspot to replicate new data. The duration of replication may vary depending on the available data. By default the sync frequency is set to Daily.

   Click the Sync Frequency dropdown list to change the settings. Set how often you want to sync the historical data:

6. Repeat: Select the frequency of syncing the data - Every 6 hours / Every 12 hours / Daily

7. If you select Daily Sync:
   ⦁At: Select the time you want to sync the data.

After setting sync frequency, set the time zone for the time at which the sync should occur

9. Click Connect.

This takes you to the Pardot page.
Enter your Pardot credentials to authenticate the connection.