Pardot Integration Guide (atEvent Hub)

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Pardot Integration Guide (atEvent Hub)

atEvent offers the deepest, most flexible Pardot integration—so your team can capture the insights you need at every event, conference, and tradeshow and transfer them into Pardot automatically for near real-time follow-up and nurture. With our Pardot integration, you can instantly convert the details of people you collect at events into Pardot prospects. You can share any text-based or selection data from your event forms. 

What the integration can do:

  •  Pass the data in real-time, at the end of the day, at the end of the event or on demand (e.g., manually)
  • atEvent prioritizes updating an existing contact in Pardot based off of email, and if no contact is found based off of email, then a new contact is created

What the integration cannot do:

  • Create or update any other objects (e.g., companies, deals, etc.)

How to Setup your Pardot Integration

This help article is divided into the following sections:

  • Create New API User (Pardot) *                                              
  • Create Custom Fields (Pardot) *                   * permissions required in Pardot    
  • Connect to Pardot (atEvent Hub)                    permissions required in atEvent Hub
  • Field Mapping (atEvent Hub)                          permissions required in atEvent Hub

A. Create New API User (Pardot)

1. Login to your Pardot live account
   a. Enter Email Address
   b. Enter Password
   c. Press “Login”

2. On the left menu under Admin/User Management click on “Users”

3. Click on “Add User” button

4. Create User - For these fields enter the following:
   a. First Name:  atEvent
   b. Last Name:  User
   c. Email Address – Create a new address that allows atEvent to connect to Pardot

5. From the dropdown menu select “Administrator” as Role

6. Select the “Create User” button

8. Go to Admin/ User Management/ Users and find the user created in Steps 2 thru 6. Activation status will be  “User has not yet activated this account”. If you haven’t received an activation email from Pardot, click on “Resend Activation Email”

9. Go to your email inbox. Click on the link “Click to activate your account”

10. Finish Pardot account setup by completing the following steps:
   a. New Password
   b. Confirm Password
   c. Setup Security Question
   d. Click “Activate Account” button

B. Create Custom Fields (Pardot)

1. Once logged in with new user, under Admin/Configure Fields click on “Prospect Fields”

2. On the Prospect Fields screen click the “Add Custom Field” button

3. Add the following custom field:
   a. Name:  atEvent Event Name
   b. Custom Field ID:  atEvent_Event_Name
   c. Type:  Text
   d. Check Record and Display multiple responses (This means that new values would be appended on
       update of this field)
   e. Click “Create Custom Field” button

Note: Prior to creating fields, please confirm discovery meeting has taken place with atEvent so use cases have been confirmed

4. Add the following custom field* :
   a. Name:  atEvent Topics & Subtopics
   b. Custom Field ID:  atEvent_Topics_Subtopics
   c. Type:  Textarea
   d. Check Record and Display multiple responses (This means that new values would be appended on
       update of this field)
   e. Click “Create Custom Field” button

5. Add the following custom field* :
   a. Name:  atEvent Follow Up Action
   b. Custom Field ID:  atEvent_Followup_Action
   c. Type:  Textarea
   d. Check Record and Display multiple responses (This means that new values would be appended on
       update of this field)
   e. Click “Create Custom Field” button

6. Add the following custom field* :
   a. Name:  atEvent Comments
   b. Custom Field ID:  atEvent_Comments
   c. Type:  Textarea
   d. Check Record and Display multiple responses (This means that new values would be appended on
       update of this field)
   e. Click “Create Custom Field” button

7. Add other custom fields as required for business use case

C. Connect to Pardot (atEvent Hub)

1. Connect to Pardot
   a. While on Step 3 (Connect to MA/CRM) of the process
   b. Click on the Pardot icon.

2.   Salesforce Login: Upon selecting "Pardot" in Step 1 you will be redirected to Salesforce where you will login with your Pardot credentials.

   a. Enter your Pardot Username
   b. Enter your Pardot Password
   c. Press “Login”

3.  Pardot Authenticated: If your Pardot credentials successfully authenticated in Salesforce you will arrive at this screen

     a. Default Production domain: pi.pardot.com (This is the production domain you will use in most cases)
     b. Sandbox domain: pi.demo.pardot.com  (*Only select this domain if you intend to do testing before switching to Production) 

4. Pardot Business Unit ID: (*Salesforce login required)

Note: You will have to login to Salesforce to retrieve your Pardot Business Unit ID

  a. Open a new browser window and login to Salesforce
  b. Once logged in to Salesforce go to Pardot / Pardot Account Setup / Business Unit ID and copy it.

4.  Pardot Business Unit ID (atEvent MA/CRM configuration) continued:
   c. Copy the Business Unit ID retrieved from Salesforce and enter it into this field
   d. Click the "Add Profile" button

5. Pardot MA/CRM Connection

   a. If Pardot successfully connects you will receive this message
   b. Click "Save & Continue"

D. Field Mapping (atEvent Hub)

1. Map Fields
   a. Click on any of the fields labeled “Not Mapped” and a dropdown menu will appear. 
   b. Select the HubSpot field that matches the atEvent field. 

In this example we are mapping a. atEvent (First Name) → b. Pardot (First Name).

2. Field Mapped Successfully
   a. atEvent Field is mapped successfully with Hubspot field displayed in the dropdown box 
   b. The Mapping icon next to the field will now be illuminated in green
   c. The Mapping counter will increment displaying the total number of fields mapped versus the total number of fields.

In this example First Name has been successfully mapped for a total of 12 of 15 fields that have been successfully mapped (12/15).

3. Save Field Mapping
   a. When you have finished with all of your field mappings scroll to the bottom of this screen and press the “Save & Continue” button

3. Save Field Mapping continued:
      b. You will receive the following popup message
      c. At this point you must decide if all of your desired mappings have been completed. If you are satisfied
         with the current mapping setup then click “Continue”. You will be redirected to the next section: Invite
         Event Team.

Next Article: Invite Event Team