Pardot setup guide
Mobly's Pardot (Salesforce Marketing Cloud Account Engagement) integration syncs every captured-and-enriched lead into your Pardot Prospect database, with field mapping, qualifier mapping, and per-event campaign sync. Connection runs through Mobly's new integration platform via Salesforce SSO.
What you can do
Sync leads to Pardot Prospects — every Mobly-captured lead becomes a Pardot Prospect, matched by Email (Pardot's unique identifier for prospects)
Map any Mobly field to any Pardot Prospect field — standard or custom
Use Pardot dropdown fields for qualifier mapping
Sync to Pardot Campaigns — link Mobly events to Pardot campaigns for member-level tracking
Toggle Automatic vs Manual sync — see Sync modes
What's not supported (yet)
Activity logging — Mobly doesn't write per-activity records (calls, emails, meetings, notes) to Pardot. Outreach actions reps take in Mobly stay in Mobly's activity history; Pardot sees the resulting field updates (e.g., last touched timestamp) but no discrete activity events. For what activity logging looks like on the CRMs that support it (HubSpot, Salesforce, Zoho), see Finding Mobly activities in your CRM
Custom object sync — Mobly only writes to the Prospect object today
Engagement Studio enrollment — Mobly doesn't directly add Prospects to Engagement Studio programs. Use a Pardot Automation Rule keyed off a Mobly field change to enroll prospects post-sync
Account Engagement custom objects — only Prospects are mapped from Mobly
Multi-integration — running Pardot alongside another CRM in the same Mobly org isn't supported today (one CRM per org)
Before you connect
You'll need:
A Salesforce user with:
The Pardot Administrator role (or another role with Prospect create/edit permissions)
The Marketing User permission on the Salesforce side
Access to the Pardot Business Unit you want Mobly to write to
A Mobly admin account to view and configure Integrations
Pardot uses Salesforce SSO under the new integration platform, so the connecting user authenticates through Salesforce. Make sure the user has both the Salesforce-side permissions (Marketing User) and the Pardot-side role (Pardot Administrator).
Connect the integration
Go to Integrations → Pardot in Mobly
Click Connect on the Connect tab
You'll be redirected to Salesforce SSO — sign in and approve permissions
If your org has multiple Pardot Business Units, pick the right one
Detailed walkthrough: see Connecting your CRM.
Configure data flow
Work through the tabs in order:
Mapping — match Mobly fields to Pardot Prospect fields. Persona section maps to Prospect.
Qualifiers — define qualifiers and map values to Pardot dropdown field options.
Campaigns — link Mobly events to Pardot campaigns.
Sync mode — Automatic by default; switch to Manual on the Connect tab if needed.
Pardot-specific configuration tips
Pardot vs. Account Engagement naming. Salesforce rebranded Pardot as "Marketing Cloud Account Engagement" but the underlying product and most documentation still reference "Pardot." Mobly uses "Pardot" for clarity — both terms refer to the same integration.
Prospect-only model. Pardot doesn't have a separate Lead-vs-Contact distinction like Salesforce CRM does — everything is a Prospect. Mobly's Persona mapping section maps directly to Prospect fields.
Field types. Match Mobly's TEXT/EMAIL/URL/PHONE badges to the matching Pardot field type. Misaligned types surface as DATA_FORMAT_VALIDATION errors in Reconciliation.
Long values. Pardot text fields default to 255 characters. For longer Mobly fields (notes, descriptions), change the Pardot field type to Textarea under Account Setup → Object and Field Configuration → Prospect Fields.
Pardot CRM sync. If your Pardot is connected to Salesforce CRM, Prospects synced from Mobly will eventually flow into Salesforce Leads/Contacts via your Pardot↔Salesforce connector. Don't double-connect Mobly to both Pardot and Salesforce — pick one as the entry point.
Account Engagement Sandbox. If you're testing in a Pardot sandbox first, connect Mobly to the sandbox business unit. Switching to production requires reconnecting (the Connect flow will let you pick the production unit).
Troubleshooting
If a synced lead shows up in Reconciliation → Failed, see Fixing Pardot sync errors — there's a section per error category with the fix.
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