Integrate Pardot & Microsoft Dynamics without a line of code, ever

  • Integrate Pardot & Microsoft Dynamics 365 CRM company, contact & opportunity data
  • No code whatsoever to map data & manage rules
  • Unleash key features for your sales & marketing teams – including Pardot lead intelligence, dynamic lists & lifecycle stage reporting
  • Support for Microsoft Dynamics 365 CRM 2011 & later, both on-premise & cloud

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Sync leads & contacts between Pardot & Dynamics

Push leads immediately from Pardot to Microsoft Dynamics 365 CRM as they become marketing qualified to get them to sales or BDR teams.

Records remain in sync, avoiding duplicates, and additional interactions and updates are synced between the systems. For contacts added directly into Microsoft Dynamics 365 CRM by your sales team, these will sync back to Pardot to ensure you maintain a complete, de-duplicated lead database in Pardot.

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Give sales visibility to Pardot intelligence in Dynamics

Pardot gathers key intelligence on your prospects, including where they came from (lead source), how they engaged with you (campaign, activity) & a measure of their engagement (lead score, lead grade).

Map these to custom fields in Microsoft Dynamics 365 CRM so that your sales reps can see this key Pardot intelligence quickly and easily, natively in the Dynamics interface they work in every day.


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Automate campaigns using Dynamics data in Pardot

Pardot's dynamic lists are a powerful feature to target based on individual or account level data.

By syncing Dynamics account and contact data to Pardot through Bedrock Data's field mappings, you can automate the creation of these dynamic lists in Pardot and open up capabilities such as automated lead nurturing and customer marketing campaigns.


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Feed Dynamics data back to Pardot to power lifecycle stage reporting

Pardot has powerful lifecycle stage reporting to give you visibility into your marketing funnel all the way through to revenue.

Bedrock Data connects opportunities converted in Dynamics back to Pardot to enable this reporting as part of your Pardot-Dynamics integration.


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Our Pardot-Microsoft Dynamics 365 CRM Object Mapping

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Company

Account (Read, Create, Update)
Account (Read, Create, Update)

Contact

Prospect/Contact (Read, Create, Update)
Contact (Read, Update)
Lead (Read, Create, Update)

Opportunity

Opportunity (Read, Create, Update)
Opportunity (Read, Create, Update)

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Let's discuss your Pardot-Dynamics integration

Pardot-Microsoft Dynamics Integration Walkthrough

Take a tour of our Pardot-Microsoft Dynamics integration in this video
 

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