BrightTALK Connector for Pardot - Getting Started

BrightTALK’s Advanced connector for Pardot allows you to:

• Automatically pass new leads from BrightTALK to Pardot on an hourly basis
• Send custom data points like webcast viewing metrics to Pardot for faster follow-up and conversion.

There are 3 easy steps required to set up the connection to Pardot:

Step 1: Authenticate BrightTALK with your Pardot

Step 2: Choose the fields to sync

Step 3: Choose the schedule for your data sync

Note: Since the below video was recorded, there has been a change to the required fields for Pardot.  Please see this section of the article for more details

STEP 1 - Authenticate BrightTALK with your Pardot instance

Note: All Pardot Connectors now authenticate via Salesforce SSO.  The legacy Pardot only-login method is no longer supported.

In order to authenticate, you will need the following:

• Your Salesforce instance needs to be configured for Single Sign-on with Pardot 
• The Salesforce user you use to authenticate must:
  • Have single sign-on access to Pardot
  • Be a Pardot administrator
• Your user must have permission to create "Connected Apps" in the Salesforce "Setup" area
• Your user must be able to access the "Pardot" page in the Salesforce "Setup" area

To start, create a Connected app in Salesforce.  The Connected App is required in order to initiate the authentication and it controls what permissions BrightTALK has in your Pardot and Salesforce.  To create a Connected App, please follow these steps:

Salesforce Classic steps  (click here to jump to Lightning)

1. Go to Setup
2. Go to Create -> Apps
   
3. Scroll to the bottom of the page and click "New" next to Connected Apps
   
   
   
   
4. Configure the App:
   
   1. "Name" and "API Name" can be whatever you want it to be
   2. "Contact email" should be your user's email
   3. "Enable OAuth Settings" should be checked
   4. "Callback URL" should be "https://www.brighttalk.com/central/account/connector/pardot_callback"
   5. Under "Available OAuth Scopes" select "Manage Pardot services (pardot_api)" and "Perform requests at any time (refresh_token, offline_access)"
      
      
      
      
      
   6. Click "Save"
      
      
   7. On the following screen, copy down the values for these fields:
      1. Consumer Key
      2. Consumer Secret
         
         
   8. Next, in the quick find box in Setup, type in  "pardot" and click "Assign Admin"
      
      
      
   9. Copy down the value for "Business Unit ID" (blurring ours for privacy reasons):
      
      
      

Salesforce Lightning steps (click here to jump to the next step)

1. In the Salesforce "Setup" area, go to "Apps" -> "App Manager"

2.  Click "New Connected App"

3. Configure the App:

1. "Name" and "API Name" can be whatever you want it to be
2. "Contact email" should be your user's email
3. "Enable OAuth Settings" should be checked
4. "Callback URL" should be "https://www.brighttalk.com/central/account/connector/pardot_callback"
5. Under "Available OAuth Scopes" select "Access Pardot services (pardot_api)" and "Perform requests on your behalf at any time (refresh_token, offline_access)"

4. Click "Save"

5. In Quick Find, type in "pardot" and select "Pardot Account Setup"



6. Copy down your "Business Unit ID"

You will also need your "Pardot API Version Number"

Where can I find my Pardot API Version Number?

Your Pardot API Version Number is based on whether your Pardot Instance allows you to create multiple prospects with the same email address.  This value is almost always '4' and if you are at all unsure about what version you are on, we recommend defaulting to choosing that value.  

Under what circumstances would my API Version be something other than '4'?

If you are still using a legacy version of Pardot (created before June 14th, 2016), you may need to use Version 3 of the API.  To quickly determine whether or not this applies to you, go to the "Settings" area of your Pardot and on the "Account" tab look for a setting called "Allow Multiple Prospects with the Same Email Address."

If this setting is "Disabled" (as shown in the screenshot below), choose Version '3':

Now that App is configured and you have the required information, you can proceed with re-authenticating your Connector(s) in BrightTALK.  To do this, go to:

1. Brighttalk.com/central and login into your Account

2. Select "Connectors" and if you have multiple Channels, select one of them.  
3. Click "Setup" and then enter the information you collected earlier and click "Authenticate"

4. This will now take you to Salesforce to confirm your login and approve the authentication.  Go ahead and complete that step and you should be sent back to BrightTALK to complete the integration process.

STEP 2 - Choose the fields to sync

To receive leads from BrightTALK, you will need to define the fields that should be mapped to corresponding fields in Pardot.  BrightTALK has pre-mapped the standard system fields that are recommended to be synced, including First Name, Last Name, Email, Job Title, etc.

Important: The BrightTALK connector requires you to map the following 2 Custom fields:

STEP 3 - Choose the schedule for your data sync

Once your lead sync is activated, you will be able to choose the preferred cadence of your sync (hourly, daily, or weekly).

You’ll then be prompted to sync your data for the first time.  

BrightTALK recommends an hourly cadence for optimal performance and timely follow up on your best leads.  Additionally, if you plan to leverage custom reporting fields we suggest initially pushing all data from your channel.