How to Connect OptinMonster with Salesforce Pardot

OptinMonster offers seamless integration with Salesforce Pardot email marketing service. Connecting OptinMonster to your Salesforce Pardot email list is very easy.

In this article, you’ll learn how to connect Salesforce Pardot with OptinMonster.

Before You Start

Here are some things to know before you begin:

  • Salesforce Pardot integration is available with a Pro or higher subscription.
  • As a best practice, we recommend you also connect your campaigns to Monster Leads as a backup.
  • If you previously integrated Pardot with OptinMonster you will want to be sure to update your integrations to use our new Salesforce Pardot integration. This new integration is compatible with the Salesforce Single Sign-on change being rolled out.
  • As of February 15, 2021, Pardot’s user authentication system was discontinued. Going forward, all users must use Salesforce single sign-on (SSO). Pardot users who have not enabled Salesforce SSO can’t log into Pardot until they are connected to a Salesforce user. Check out the Pardot User Migration Admin GuidePardot User Migration FAQ, and series of topical videos for more information.
    All integrations with the Pardot API must be updated to use a Salesforce user instead of a Pardot user. To ease into full enforcement, Pardot is running a schedule of controlled enforcement until June 15, 2021. Check out the Pardot User Migration FAQSalesforce Developers Blog, and Pardot API Documentation for more information.

Create Connected App

Before you can connect Salesforce Pardot with OptinMonster you will need to create a Connected App in your Salesforce Pardot account.

To create a Connected App, follow these steps:

  1. Log into your Salesforce account and navigate to the Setup page by selecting the gear icon in the top-right corner of the browser window.
    Salesforce Setup link
  2. Enter “App Manager” in the search bar that appears in the top-left corner of the Setup page and select the App Manager link from the search results.
    Salesforce search App Manager page
  3. From the App Manager screen select the New Connected App button.
    Salesforce New Connected App button
  4. When creating your app, the following details are required for the app to function properly with OptinMonster:
    1. Connected App Name — we recommend using “OptinMonster Pardot Connect”
    2. API Name — this field will be automatically populated
    3. Contact Email — this field is required for any app you create in Salesforce
    4. Enable OAuth Flows — this checkbox must be enabled
    5. Callback URL — enter this URL: https://app.optinmonster.com/account/oauth
    6. Selected OAuth Scopes — Add the following scopes (highlight each scope, then click the “Add” arrow):
      • Access Pardot services (pardot_api) — Allows OptinMonster to connect to the Pardot API.
      • Perform requests on your behalf at any time (refresh_token, offline_access) — Allows us to fetch a new accesss token when it expires. Without this, the OptinMonster integration will fail after the token expires.

      Salesforce new connected app settings for OptinMonster.

  5. When you are finished configuring the App, click Save.
  6. You will likely be shown the following message indicating it may take 2-10 minutes for your changes to be reflected.
    Salesforce Pardot new app delayed changes notice.

Retrieve Client Keys

Once you have created a Connected App in Salesforce, you will need to retrieve the Client Keys for use when connecting OptinMonster.

To retrieve the Client Keys for your Connected App, follow these steps:

  1. Log into your Salesforce account and navigate to the Setup page by selecting the gear icon in the top-right corner of the browser window.
    Salesforce Setup link
  2. Enter “App Manager” in the search bar that appears in the top-left corner of the Setup page and select the App Manager link from the search results.
    Salesforce search App Manager page
  3. From the App Manager screen locate the Connected App you created in the previous section. From the dropdown menu in the far-right column select View.
    Salesforce View Connected App
  4. Under the API (Enable OAuth Settings) section, retrieve the Consumer Key and Consumer Secret to use in the next section when connecting with OptinMonster.
    Salesforce retrieve Keys for OptinMonster integration.

Connect Salesforce Pardot

When you create a campaign in OptinMonster that you intend to collect leads with, you’ll want to integrate with one or more services to send those leads to.

To send leads to Salesforce Pardot, follow these steps:

  1. Navigate to the Integrations tab in the campaign builder.
  2. Click Add New Integration.
  3. Search for and select Salesforce Pardot from the dropdown field.
    Salesforce Pardot integration option dropdown field.
  4. Enter a unique label for easy identification of your integration (internal use only) and paste the Consumer Key and Client Secret keys you retrieved in the previous section into the appropriate fields.
    You’ll also need to enter the Business Unit (BU) ID you would like to route leads to within your Pardot account. To retrieve this ID, follow these steps:

    1. From your Salesforce Account Setup screen, search for “Pardot Account Setup” in the sidebar.
    2. On the Pardot Account Setup screen copy the Business Unit ID for the Pardot instance you are integrating with.
  5. Returning to the OptinMonster campaign builder, enter the Business Unit ID into the appropriate field.
  6. Next, select the Connect to Salesforce Pardot button.
    Connect to Salesforce Pardot button.
  7. A popup window will open and ask you to securely log into your Salesforce account. Enter your Salesforce credentials and after logging in select the Allow button to grant OAuth access.
    Salesforce OAuth window
  8. Once connected, select the email provider campaign you want to add new subscribers to.
    Select an Email Provider Campaign for your Salesforce Pardot integration with OptinMonster.
  9. (Optional) Now you can configure additional lead options like Lists and Allow duplicate email addresses.
    Configure additional optional Lead Options for your Salesforce Pardot integration in OptinMonster.
  10. When you’re finished, click Save.

Troubleshooting

How do I configure single or double opt-in?

See our guide on single vs. double opt-in for Pardot.

Do I need to add OptinMonster to the Allowed IP List?

This step is optional — if you are using the IP allowlist for Pardot, you will need to add our IP addresses in order for lead data to be passed along. Our IP addresses are as follows:

  • 50.19.60.226
  • 50.17.52.222
  • 54.147.244.173
  • 35.153.24.227
  • 50.19.138.155
  • 50.19.173.212
  • 52.44.205.147
  • 34.198.233.235
  • 50.16.98.100
Is it possible for me to add a Phone Field to my campaign?

Yes! You can add a phone field. Check out how to capture phone numbers with OptinMonster.

Error: There was a problem retrieving your campaigns. Business Unit specified in Pardot-Business-Unit-Id header not found or inactive.

Problem retrieving your campaigns Salesforce Pardot integration.

This error may occur if:

  • you’ve entered an incorrect or invalid Business Unit ID for your Salesforce Pardot integration; or
  • you do not have the correct Pardot API Domain assigned to your Salesforce Pardot account

To check your Pardot API domain, follow these steps:

  1. In Salesforce, click the gear icon to access Setup.
  2. From Setup, enter Installed Packages in the Quick Find box, and then select Installed Packages.
  3. Find the package b2bmaIntegration.
    • If the namespace prefix is “b2bma”, you can set up the OptinMonster integration,
    • If the namespace prefix is “pi3″, you are on the Pardot demo account (‘pi.demo.pardot.com‘), and the OptinMonster integration will not work for you.

See more details in Salesforce Pardot’s official documentation.

You’ll want to reach out to Salesforce Pardot support directly to ensure your account has the API domain necessary to connect with OptinMonster.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

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