Manually Setting up Custom Fields in SugarCRM

Concept If you would prefer to install the fields manually, you can follow the steps below rather than installing the package above. Pardot has several custom fields that can be synced as well. To sync them, create the following fields in SugarCRM for Leads and Contacts. Nothing additional needs to be done in Pardot. Note:…

Mapping NetSuite and Pardot Custom Fields

Overview If you have created custom fields in NetSuite that you would like to see in Pardot, the next step is to map the custom fields. This will enable Pardot custom fields to sync back and forth. Mapping Prospect Custom Fields Default fields will map automatically; you can edit them later if needed. In Pardot, hover…

Webinar on Tags and GoodData

Zach Bailey, our VP of Products, recently hosted a webinar on Tags and GoodData. You can view the presentation along with a Q&A session below. To opt in to the GoodData beta, please email support [at] pardot.com. You can view the presentation slides here:  Pardot Webinar – Tags & GoodData (April 29, 2011) View more…