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Saleforce Pardot

Track activity at the account level inside Terminus

Details

Requires: Pardot
Built By: Terminus

Filters

Email Experiences
Chat Experiences
Data & Measurement

Description

Most information in Terminus Data Studio will be pulled from your connected CRM. However, there may be some pertinent marketing data that is not pushed from Pardot to your CRM today. In order to capture the full picture of your Marketing team’s efforts, Terminus’s Pardot integration was created to make sure all relevant data is accounted for in your Terminus reporting.

While your CRM will be the primary data source for Data Studio, the Pardot integration was built to supplement your Terminus instance with additional Marketing Activity data.

See it in Action

Data permissions

People

People

Campaign

Campaign

Marketing Activity

Marketing Activity

Saleforce Pardot
Saleforce Pardot

Prospects

Prospects

Campaigns

Campaigns

Visitor Activity

Visitor Activity

Installation Instruction

Terminus’s Marketing Automation Systems integrations are designed to supplement data gaps in your CRM with Campaign, Campaign Response, and Lead/Contact Data. These integrations are not designed to ingest Account, Anonymous Visitor data. 

Pardot-integrated customers are not able to leverage the following configuration options in Data Studio: 

  • Self-serve Validity Rules and Global Filters on Pardot Data
  • Self-serve / Custom Fields on Standard Pardot objects (configured by the Terminus Professional Services team)
  • Self-serve Campaign Type mapping on Pardot Data
  • Sandbox Testing

Details

Requires: Pardot
Built By: Terminus

Filters

Email Experiences
Chat Experiences
Data & Measurement