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Integrating Pardot with Paperflite
Integrating Pardot with Paperflite

Learn how you can integrate with Pardot for seamless marketing automation of your content

Athreya Guru avatar
Written by Athreya Guru
Updated this week

Introduction

This guide provides step-by-step instructions on how to integrate Paperflite, a content marketing platform, with Pardot, a marketing automation solution by Salesforce. By seamlessly connecting these two powerful tools, you can enhance your marketing efforts, automate lead nurturing, and gain valuable insights into the effectiveness of your content.

Integration Steps

Step 1: Access Paperflite Integration Settings

  • Log in to your Paperflite account.

  • Navigate to the Settings → Integrations.

  • Look for the Pardot integration option and select it.

Step 2: Retrieve Pardot Business Unit ID

  • Log in to your Pardot account.

  • Go to Setup > Pardot > Pardot Account Setup

In the Pardot Account Setup section, find your Pardot Business Unit ID: it is an 18-digit alpha-numerical code that begins with "0Uv".

pardot-business-unit-id.png

You may have multiple Pardot business units. Use the Business Unit ID of the one you want to connect with. You can also refer to this link to find your Business Unit ID.

Step 3: Configure Paperflite Integration

  • In the Paperflite Pardot integration settings, enter your Pardot Business Unit ID.

  • You can choose to toggle on the Create a Lead option to capture any leads through content within Paperflite.

  • Save the configuration settings.

Step 4: Sync Paperflite Content with Pardot

This step involves Automated Lead Capturing and Engagement Tracking. Now, when a piece of content is shared from Paperflite through Email Gating, the leads captured through this are reflected in Pardot's database as new leads.
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Head over to the 'Activities' tab under each lead in Pardot, and you'll find a detailed log of every interaction with the shared content, giving you a detailed view of lead engagement.

To identify a lead within Paperflite, Head over to the Conversations section, click on the Recipient's Name, and you will find a tag under the name 'lead' inside the contact details, as shown in the image below.

By successfully integrating Paperflite with Pardot, you can optimize your marketing automation processes, deliver targeted content to leads, and ultimately enhance your overall marketing effectiveness.

If you need further assistance, please reach out to us at support@paperflite.com, and we'll be glad to assist!

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