Configure Pardot Integration Variables

Functionality

• To transfer data to Pardot via their API, you need to define the business unit(s) to which the data should be related.
•  If Prospects are created via the Interface, you must define the Source Campaign.

Setup

• Click Edit to open the setup modal.

  

• First, activate the business units(s) to which you want to assign your prospect data by clicking the toggle button (active/inactive).

Single BU Setup

Multi BU Setup

• After activating a Business Unit, you must select the campaign that will be assigned as the Source Campaign for Prospects created via the Interface.
• We suggest creating a new campaign titled "Created by CAB" so you always know where these prospect records originated.

• The final step is assigning users to this BU. Only assigned users can select this BU in our CAB-Pardot Integration.
• Ensure that the assigned users are also assigned to the Pardot BU in your Marketing Setup (Account Engagement > Business Unit Setup > Manage Users)

• Finish the setup by clicking Done.