Your company may have several marketing data from different platforms apart from Salesforce Pardot. These various data may pose certain difficulties in managing your marketing projects as a whole. To address this, Pardot came up with a feature that enables you to sync to other search platforms and/or third-party applications. In this post, you’ll learn how to sync with Pardot using the NetSuite Connector.
The Connection between Pardot and NetSuite
NetSuite is an online software provider that lets its users handle several business processes together. NetSuite can be used to track and manage customer relationship management (CRM) systems, such as Salesforce.
Pardot, Salesforce’s arm in marketing solutions, teamed up with NetSuite to allow them to sync together. This connection makes work easier for business operators, as they can now readily exchange data across the two platforms and manage processes at the same time.
NetSuite Connector Defined
NetSuite Connector is Pardot’s feature that enables data from NetSuite to be synced with Pardot. Once syncing is done, you’re able to manage data on both platforms while working on the Pardot interface.
How Is It Used?
Here are the steps in enabling NetSuite Connector in Pardot:
- From the Pardot interface, go to the Administration tab.
- Select Connectors.
- Choose + Connector. A list of third-party app vendors will appear. Click on NetSuite.
- Enter the connector’s Name.
- Enter your username and password in NetSuite.
- Type in your own NetSuite account ID.
- Enter your numeric CRM Role ID. This value can be taken from Web Services Preferences. To go there, follow this path: Setup – Integration – Web Services Preferences – Select the username from the drop down – Select the role associated with the user. Copy the role ID value that will appear.
- Enter your Default Lead Status ID. This step is optional and can be done if you want to select a lead status to use whenever Pardot generates new records in the NetSuite interface. Otherwise, skip this step.
- Set your preferences for the following:
- Use Team Selling
- Allow Editing of Prospect Lists Within the CRM
- Tick the boxes to show your preferences.
- Save the new connector by clicking the Create Connector button.
The newly-created NetSuite connector now appears on the table and bears the Not Verified status. Simply select the Verify Now option to check if the connector is indeed correctly set up. The status changes when Pardot is able to receive and send data properly to and from NetSuite.
The integration between NetSuite and Pardot will truly help enhance your marketing and other associated business processes. By doing the steps mentioned above, you’ve enabled NetSuite Connector and have started your journey towards data integration and business process simplification.