Manage registrations more easily thanks to Pardot integration

What is Pardot?

Salesforce Pardot is, among other things, a tool that automates marketing. All marketing activities can be controlled from a single point. Pardot offers the toolbox to combine mail marketing, social media, lead management, mail campaigns, etc. In addition to greater efficiency, time and cost savings, Pardot enhances the customer experience and makes a positive contribution to lead generation. Convince potential customers of smooth automated processes.

Pardot is also a CRM software. CRM stands for Customer Relationship Management. The aim is to strengthen and improve business relationships by automating processes, optimizing structures and through professional management. Employees from different departments can access the same CRM system. This allows transparent customer management to be established, which leads to greater profitability.

What are the advantages of STREAMBOXY-Pardot integration?

If you use Pardot as a marketing automation tool, the STREAMBOXY-Pardot integration adds events to Pardot.

Create efficient and effective subscriber management with the CRM integration and marketing tool Pardot. Pardot helps you to generate more leads and establish closer customer relationships. Let Pardot send automated notifications and adjust the lead score.

Control registrations and participant communication centrally from Pardot. Benefit from usage data to individually address and score shows and no-shows.

The STREAMBOXY Pardot integration currently offers the following functions:

• Synchronize event registrations from Pardot to STREAMBOXY
• Write back Show / No Show status from STREAMBOXY to Pardot.

Pardot is the central point for landing pages, registration and participant communication with automated and customizable notifications. STREAMBOXY, on the other hand, is the home for your unique event, which can be completely customized.

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What are the requirements for integration?

Two requirements must be met for the integration of Pardort in STREAMBOXY. You must have an existing Pardot environment with a Salesforce connection. The integration only works if you are already registered with Pardot. Furthermore, you need to log in or register with STREAMBOXY.

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How does integration work?

The integration of Pardot takes place in the STREAMBOXY Backstage and is activated there with just a few self-explanatory clicks.

The basis for all interactions between STREAMBOXY and Pardot is the setup and configuration - here is a brief overview:

‍All details on the integration and configuration of Pardot can be found in our service portal.

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Activation of Pardot in the STREAMBOXY Backstage

You can select and configure your desired integration under "Integrations" in your Tenant settings.

To activate the integration, you must first connect Pardot. This is done by logging in to Salesforce with your existing Salesforce account and granting authorizations for the STREAMBOXY-Pardot integration.

STREAMBOXY is then connected to Pardot. You can now choose how you want to use the integration.

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Synchronization of Pardot prospects with STREAMBOXY event

Synchronizing the Pardot prospects is done in a few simple steps:

1. To synchronize the participants, a list must first be created in Pardot, in which all participants can then be found.
2. Event creation in the STREAMBOXY Backstage
3. Insert the Pardot list into the event via the user-defined properties. By entering the name of the list, it is linked to the STREAMBOXY event.

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If the "Write back show and no-show data" option is activated, the show/no-show data for each event user is written back to Pardot for further processing. New prospects are now entered as participants in STREAMBOXY every ten minutes. A STREAMBOXY Single Sign On URL is written back to the prospect.

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Creating Pardot presence lists (Show/No Show)

Here, too, we explain how you can create Pardot attendance lists in just a few steps, showing which participants were present (Show) and which were absent (NoShow).

The prerequisite for creating an attendance list is that the main (lobby) session has ended beforehand.

If the session is now finished and the check mark is set in the settings for creating Pardot presence lists (Show/No Show), two lists are automatically generated on Pardot, which are located in the same folder as the original complete list:

In our service portal you will find further details on all functions and steps, the synchronization processes and current limitations of Pardot.

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Why are integrations an advantage?

Are you wondering why integrations? Why integrations in your event? Specialized tools are often the experts for the respective topic.

Interaction tools are optimally geared towards the topic of interaction. CRM systems focus on participant management . Translation tools put all their development into the best translations of your texts. So why reinvent the wheel?

It is often easier and less complicated to integrate desired functions from other companies instead of building a separate application for each function. Thanks to well-developed interfaces, most applications can now be easily integrated with just a few clicks.

For example, do you need a whiteboard at your next online event? Do you want a CRM integration to manage your participant management software from now on? Do you need a survey tool for on-site and online participants in your hybrid event? A livestream needs to be translated into different languages?

Then use the existing tools, such as Miro Whiteboards, Salesforce Pardot, Mentimeter surveys, etc. This will save you an enormous amount of time and effort.

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These blog articles may also interest you:

Online events - that's what matters

Simple participant management thanks to HubSpot integration

3D integrations for online events

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