Everything Salesforce Pardot

Integrating Pardot with Third-party tools can either be as easy breeze or can be a nightmare. What seems pretty simple at the beginning can turn out to be a series of Support tickets going back and forth to resolve a minor but tricky problem. Today we will talk about integrating Zoom with Pardot. Zoom provides the app for Pardot at Zoom Marketplace . The integration is fairly simple to start with. Sign in to your Zoom Account using the Admin credentials. You can then follow the step-by-step Zoom Guide for the integration. I will not discuss these steps for integration here in details as the guide is pretty self explanatory. What I will discuss today is how to set up a Pardot Form to be used for registration of participants for a Zoom Webinar. This will help you to design your own form, include desired fields, track form submission and create them as new prospects in Pardot.  Note : One thing to keep in mind is that  Pardot only supports Zoom Webinars and  not Meetings. B...

While integrating Zoom with Pardot, I faced a lot of small issues which were bewildering. The Zoom technical documentation did not provide clarity on these issues and I had to open multiple tickets with Zoom Support to find the answers. You can well imagine the turnaround time on these tickets during these pandemic times. I am listing down a few of the issues that I faced and hope that the solutions provided will also help you sail through them. 1. To use  Pa rdot Account  or  Salesforce SSO : While installing the app for Pardot from  Zoom Marketplace , you get the choice to login using the  Pardot Account  or  Salesforce SSO . Now that Salesforce does not allow to have Pardot-only users for logging to Pardot Lightning, the only way to integrate Zoom with Pardot is to use Salesforce SSO option.  2. Using an Integration User while installing the app: Create a separate Integration User for this purpose with a  Salesforce  licen...