Pardot

Integrating with Pardot enables you to seamlessly incorporate demo engagement data into your workflow, enriching your sales process with key insights.

Key features of this integration include:

1. Embedding Pardot forms to capture demo engagement data directly with newly created leads.
2. Syncing demo engagement data with existing leads to ensure a comprehensive view of prospect interactions.

Integrating Pardot

Step 1: Register The Walnut External Activities Types In Pardot

In order to start tracking engagement data as External activities in Pardot, you will need to create a Marketing App Extension and register the External Activity types. These steps need to be performed by a Salesforce Administrator or a Marketing Setup Administrator on your Pardot instance.

1. Log in to your Pardot account.

2. Create a new Marketing App Extension:

   1. Navigate to Setup > Account Engagement > Marketing App Extensions and select “New”

      

   2. Name your extension:

      1. Name extension: Walnut

      2. Extension API name: *Walnut*

      3. Check the box “Active in Automations” to make the data available to use in Pardot (automation rules, segmentation rules, and Engagement Studio programs)

         

3. Create the Walnut Activity Types:

   1. Go to the “Related” tab of your “Walnut” Marketing App Extension.

   2. Next to “Activity Types”, select “New”.

   3. Create an activity type: ◦ Activity Name: Demo Viewed ◦ API Name: Demo_Viewed ◦ Check the box “Active in Automations”.

      

   4. When creating external activity types in Pardot, ensure that the API name matches the exact name mentioned in this documentation for accurate tracking.

   5. Once this is done, you should have the following activity type created for the Walnut Marketing App extension:

      

4. Ensure that you have your Business Unit assigned:

5. Go to the “Related” tab of your “Walnut” Marketing App Extension.

6. In “Business Unit Assignments”, make sure that you have the correct Business Unit assigned. If not, click on “New” and add your Business Unit.

   

Step 2: Connect between Walnut and Pardot on Walnut App 

After successfully creating the external activity on your Pardot instance, we will now show you how to set up connection between Pardot and Walnut. To do this, please follow the following steps:

1. Enter the  tab in Walnut and press learn more next to Pardot.

2. Click within the modal to connect to your Pardot environment.

3. Select the desired Pardot environment you'd like to integrate with Walnut. 

4. Add your Business Unit ID

Learn more about Pardot's authentication here.

Important To Note 📝

• Once the integration is complete, new leads will be created automatically from Walnut. The custom fields and new activity type will be available automatically within Pardot.
• To get enriched demo data from your Walnut demos, you will need to embed a Pardot lead form. Learn more about how to get enriched demo data here.