FAQs

This entry is part 1 of 11 in the series Microsoft Dynamics CRM

This entry is part 1 of 11 in the series Microsoft Dynamics CRM

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Please review the below compatibility chart to understand which versions of MSCRM integrate with Pardot.

Regardless of your MSCRM version, keep in mind that the Pardot connector will always need to be able to access specific record types in your CRM and your internal networks that MSCRM might be installed on. Pardot customers are responsible for ensuring their CRM is made available for Pardot to communicate with and adjusting any IIS, CRM, ADFS, and server configuration settings as needed. See step six in the […]

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There are a multiple ways to assign your prospects within Pardot and Salesforce. You can manually assign prospects or use automation rules or completion actions to assign prospects to a user or group based on their activity or information. Our Assigning Prospects article gives more information about assigning prospects to users or groups.

Queues and Active Assignment Rules

If you are a Salesforce user and have your Salesforce connector enabled, you have additional assignment actions available:

Assign to queue: This action will assign a prospect to the Salesforce lead queue of your choice when the requirements of the […]

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The Salesforce connector can be designated to sync with your Salesforce sandbox org (available to certain levels of Salesforce users) when following the instructions below.

Installing Pardot AppExchange Application for a Salesforce Sandbox

Log out of your Salesforce Production Instance.
Click here for the package install link. Be sure to click the sandbox link.
When prompted, enter your sandbox-specific username and password.
Run the installation wizard, review actions and click Deploy to complete the install.
On Step 2, Choose security level, we recommend choosing Grant access to all users to ensure that all users can view Pardot information.
Once the package is installed, make sure that the […]

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This entry is part 2 of 11 in the series Microsoft Dynamics CRM

This entry is part 2 of 11 in the series Microsoft Dynamics CRM

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Items to be aware of before you set up the connector

*Please note:

Pardot is not compatible for the ADFS method of authentication. Please do not upgrade your instance to use ADFS, or the integration between MSCRM and Pardot will no longer work.
This article is intended for use with live versions of Dynamics (found at http://crm.dynamics.com). If your company hosts your instance of Dynamics, please click here for instructions on setting up your connector.

In Pardot, Hover over Admin in the top navigation.
Click Connectors in the resulting dropdown.
Click + Add […]

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This entry is part 3 of 11 in the series Microsoft Dynamics CRM

This entry is part 3 of 11 in the series Microsoft Dynamics CRM

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Items to be aware of before you set up the connector

*Please note:

Pardot will continue to integrate with all Dynamics versions that are currently supported. These versions include Dynamics 4.0 and 2011 Rollups 8, 12, 13. New development will not be made to integrate with newer or future versions of Dynamics including all Live versions.
Pardot is not compatible with the ADFS method of authentication. Please do not upgrade your instance to this type of authentication, or the integration between MSCRM and Pardot will […]

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SugarCRM Connector

Bill Reed —  January 22, 2013
This entry is part 4 of 5 in the series SugarCRM

This entry is part 4 of 5 in the series SugarCRM

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Note: Pardot will continue to integrate with all Sugar versions that are currently supported. These versions include Sugar 5.4.X – 7.1.X. New development will not be made to integrate with newer or future versions of Sugar.

Concept

Connectors allow Pardot to sync with third party applications such as a CRM system, paid search platforms, or email marketing solution. With Pardot’s SugarCRM connector (requires SugarCRM 5.2-6.7) data can be passed back and forth between the two applications allowing a user to manage many formerly disparate marketing channels […]

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