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Send tracked Pardot email templates from salesforce.com

Piggybacking on our Email Templates Types enhancement, your sales reps can now send marketing approved email templates from within salesforce.com. The email template drop down will be restricted to Email Templates you have designated as One to One so your sales reps won’t have to wade through list emails, drip emails, etc.

Sales reps can also choose to create an email from scratch, preview it, and send it to a prospects. If the prospect does not already exist in Pardot, it will be created behind the scenes, synced with salesforce.com, and assigned to the user sending the email.

Send Pardot Email from salesforce.com

Send Tracked Emails from salesforce.com

Enabling the Send Pardot Email button

  1. You will need to install the latest Pardot for Salesforce.com AppExchange package to install the button. Install now>>
  2. Add the button to your Lead and Contact layouts

Notes:

Emails sent in this manner will be synced up to salesforce.com as activities behind the scenes if you have enabled that setting in your connector.