Pardot Knowledge Base

Salesforce Syncing

Preventing Prospects from Syncing with Salesforce

There are few different ways to keep prospects from syncing with Salesforce. If you'd like to know more about syncing prospects, see this article. See Reenabling Prospect CRM Syncing if you'd like to reenabl...

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When do leads sync with the CRM?

Assigning a Prospect Assigning a prospect to a user will create a new record in the CRM assigned to the corresponding user. If the record already exists in the CRM, it will instead sync, merging the data fro...

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Advanced Salesforce Syncing Options

Does your Salesforce instance use person accounts? Do you ignore lead records in Salesforce? Then you may want to enable one of these Salesforce  connector features. Please review the options below and contact ...

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Keeping a Prospect from Syncing with Salesforce

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What happens in Pardot when leads or contacts are deleted in Salesforce?

This article covers what you should know about how deleting leads and contacts in Salesforce is handled in Pardot. Deleting a Lead or Contact In Salesforce, you can remove a lead or contact from your view...

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Prospect Accounts and CRM Syncing

Prospect Accounts give you the ability to group prospects that work for the same company under the same umbrella, allowing you to roll up and keep all the information about that company (e.g. shipping/billing i...

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What syncs with my CRM?

Most fields in Pardot sync with your CRM. This article covers the various elements of Pardot and how they sync with Salesforce, SugarCRM, NetSuite CRM, and Microsoft Dynamics CRM. Default Pardot Prospect Fie...

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How Email Changes in Salesforce Sync to Pardot

When you change contact or lead's email address in Salesforce, it can be changed for the corresponding prospect in Pardot the next time the record syncs. This is useful if your sales team updates email addresse...

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Prospect Syncing Between Pardot and CRMs Overview

Pardot's CRM connectors enable smooth, timely syncing of prospect data between Pardot and your CRM. Certain types of actions will trigger a prospect record to sync with your CRM (for more information on the dat...

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Why are there so many prospects in my CRM sync queue?

From time to time, you may notice that your sync queue has gotten rather large and does not seem to be getting any smaller. There are several reasons why this may be happening and may lead to wanted or unwanted...

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