How to set up GrowthLoop and Salesforce Pardot
Send customer and lead lists from your Data Warehouse to Salesforce Pardot to send marketing campaigns based on customer behavior you only track in your data warehouse. To get started, you'll need a data warehouse, an audience in GrowthLoop, a Pardot username and password, a Salesforce business account ID, and a Salesforce security token.
Step 1
Log into Salesforce using the same account you use for Pardot. On the home screen, type “Pardot” into the Quick Find bar. Click Pardot Account Setup and find your Business Unit ID from the list that appears
Step 2
Locate or reset your Salesforce security token. In Salesforce, access Settings and search for “token”, then select Reset my Security Token.
Step 3
Go to Destinations in the GrowthLoop platform.
Step 4
Select Salesforce.
Step 5
Configure the Destination with the dedicated Salesforce account’s username and password, the Business ID and the security token. Also, choose a name for the Destination and set the sync frequency.
Step 6
Confirm the connection by navigating to Destinations and selecting Pardot.
See more step-by-step detail in GrowthLoop’s Salesforce Pardot documentation.