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Celonis Product Documentation

Pardot

The Pardot modules enable you to search, create or update prospects in your Pardot account.

Getting Started with Pardot

Prerequisites

Note

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Pardot to Integromat

To connect your Pardot account to Integromat open the Create a connection dialog, fill in the following fields, and click Continue:

Connection name

Enter the name for the connection.

Account Type

Select the type of account you want to use.

Version

Select the version. We recommend version 4. Version 3 is intended for advanced users using the Make an API Call module to work with the older version.

Pardot Business ID

Navigate to Setup > Pardot > Pardot Account Setup to obtain the Business ID.

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The connection has been established. You can proceed with setting up the module.

Prospects

Returns the prospects matching the specified criteria parameters.

(Reference: Pardot API Documentation)

Connection

Establish a connection to your Pardot account.

Assigned

Select prospects based on whether they are assigned.

Assigned to User

Select prospects based on whether they are assigned to a specified user. Users can be specified by their email address or their Pardot IDs. Note: Using Assigned to User overrides the Assigned field.

List ID

Select prospects based on their membership of the email list.

Created After

Filter prospects that were created after the specified time. If a Custom Time is used, enter the date and time in the Created After Custom Time field below.

Created Before

Filter prospects that were created before the specified time. If a Custom Time is used, enter the date and time in the Created Before Custom Time field below.

Updated After

Filter prospects that were last updated after the specified time. If a Custom Time is used, enter the date and time in the Updated After Custom Time field below.

Updated Before

Filter prospects that were last updated before the specified time. Filter prospects that were last updated after the specified time. If a Custom Time is used, enter the date and time in the Updated Before Custom Time field below.

Deleted

Filter prospects based on whether they have been deleted.

Grade Equal to

Filter prospects that have a grade equal to the specified grade.

Grade Greater Than

Filter prospects that have a grade greater than the specified grade.

Grade Less Than

Filter prospects that have a grade less than the specified grade.

ID Greater Than

Filter prospects with IDs greater than the specified integer.

ID Less Than

Filter prospects with IDs less than the specified integer.

Is Starred

Filter prospects based on whether they are starred.

Last Activity Before

Filter prospects that have been active before the specified time. If a Custom Time is used, enter the date and time in the Last Activity Before Custom Time field below. Prospects are considered active if a prospect's last_activity_at is before the specified time. See Prospect in Object Field References.

Last Activity After

Filter prospects that have been active after the specified time. If a Custom Time is used, enter the date and time in the Last Activity After Custom Time field below.

Last Activity Never

Filter prospects that have never been active. Prospects are considered active if a prospect's last_activity_at is null. See Prospect in Object Field References.

Limit Related Records

If disabled or not specified the system will return all the available visitor records for the requested prospect, but the operation may timeout if there are too many related records.

New

Filter prospects based on whether they are classified as new. Prospects are considered new if they have not been assigned to a user or a queue, have not been marked as reviewed, and have a last_activity_at timestamp specified. See Prospect in Object Field References. Note: Using the new criteria overrides the Assigned, Assigned to user, Last Activity at, and Last Activity Before criteria if specified.

Score Equal to

Filter prospects that have a score equal to a specified integer.

Score Greater Than

Filter prospects that have a score greater than a specified integer.

Score Less Than

Filter prospects that have a score less than a specified integer

Output

Select the format to be used when returning the results.

Sort by

Specify the field that should be used to sort the results of the query.

Sort Order

Specify the ordering to be used when sorting the results of the query.

Limit

Set the maximum number of prospects Integromat will return during one execution cycle.

Creates a new prospect.

Connection

Establish a connection to your Pardot account.

Email Address

Enter the prospect's email address.

First Name

Enter the prospect's first name.

Last Name

Enter the prospect's last name.

Password

Enter the prospect's password.

Company

Enter the prospect's company.

Prospect Account ID

Don't use if CRM is connected.

Website

Enter the prospect's website URL.

Campaign ID

Enter the Pardot ID of the campaign associated with this prospect.

Notes

Enter notes about this prospect.

Note: Available for export.

Score

Enter the prospect's score.

Job Title

Enter the prospect's job title.

Department

Enter the prospect's department.

Country

Enter the prospect's country.

Address One

Enter the prospect's address, line 1.

Address Two

Enter the prospect's address, line 2.

City

Enter the prospect's city.

State

Enter the prospect's US state.

Territory

Enter the prospect's territory.

ZIP Code

Enter the prospect's postal code.

Phone

Enter the prospect's phone number.

Fax

Enter the prospect's fax number.

Source

Enter the prospect's source.

Annual Revenue

Enter the prospect's annual revenue.

Employees

Enter the prospect's number of employees.

Industry

Enter the prospect's industry.

Do Not Email

If enabled, the prospect prefers not to be emailed.

Do Not Call

If enabled, the prospect prefers not to be called.

Years in Business

Enter the prospect's number of years in business.

Comments

Comments about this prospect.

Salutation

Enter the prospect's formal prefix.

Is Reviewed

If enabled, the prospect has been reviewed.

Is Starred

If enabled, the prospect has been starred.

Is Archived

If enabled, the prospect has been archived.

Custom Fields

Fill in the desired custom fields.

Updates an existing prospect.

Connection

Establish a connection to your Pardot account.

Prospect ID

Select or enter (map) the ID of the prospect you want to update.

Please find the descriptions of the fields in the Create a prospect section.

Subscribes a prospect to the email list.

Connection

Establish a connection to your Pardot account.

Prospect ID

Select or enter (map) the ID of the prospect you want to subscribe to the email list.

List ID

Select or enter (map) the ID of the list you want to subscribe the prospect to.

Allows you to perform a custom API call.

Connection

Establish a connection to your Pardot account.

URL

Enter a path relative to https://pi.demo.pardot.com/api. For example: /prospect/version/4/do/query.

For the list of available endpoints, refer to the Pardot API Documentation.

Method

Select the HTTP method you want to use:

GET: to retrieve information for an entry.

POST: to create a new entry.

PUT: to update/replace an existing entry.

PATCH: to make a partial entry update.

DELETE: to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we added those for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Prospects

The following API call returns the first 200 prospects (result sets are limited to 200 results each, to return other results please refer to the Manipulating the result set documentation and set the query string accordingly) in your Pardot account:

URL: /prospect/version/4/do/query

Method: GET

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The result can be found in the module's Output under Bundle > Body > rsp > result > 1 > prospect.

In our example, 200 prospects (not visible on the screenshot) were returned:

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