Pardot Knowledge Base

CRM

Why can't I create a CRM Connector?

If your account allows multiple prospects with the same email address, only the Salesforce CRM connector is available. All other CRM connectors have been deprecated and are unavailable. See End of Life Announ...

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Things to Know Before Switching CRMs

There are many reasons why companies change CRMs. If your company is changing CRMs and your current and future CRMs are and will be connected to Pardot, you may want to consider the following information before...

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Adding prospects to Pardot drip programs from my CRM

Option 1: CRM Visible Lists Pardot has the option to display Pardot lists in your CRM where users can manually add and remove the the CRM leads/contacts from the lists. We call this the prospect list manageme...

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Testing Your CRM Connector

Once your CRM connector is set up initially, you might want to do a few tests to ensure that the connector is syncing in the manner that you expect. This can help alleviate any concerns that your connector will...

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Why is the “Pardot URL” in my CRM linking to the wrong prospect in Pardot?

The Pardot URL field in your CRM is automatically updated with the URL from the syncing prospect in Pardot upon its first sync. The URL can be followed to view the syncing prospect in Pardot, however, there are...

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Syncing Custom Field Values with a CRM

This article covers the basics of what happens when you sync custom fields with your CRM. This article does not apply to Salesforce. If you're using Salesforce, see Syncing Prospect Fields with Salesforce fo...

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Why won't my connector verify?

Your CRM Connector allows your CRM to sync with Pardot so that data can be passed back and forth between the two applications. In order for this to happen, you must first set up and verify your connector. This ...

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