Push leads immediately from Pardot to Insightly 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 Insightly by your sales team, these will sync back to Pardot to ensure you maintain a complete, de-duplicated lead database in Pardot.
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 Insightly so that your sales reps can see this key Pardot intelligence quickly and easily, natively in the Insightly CRM they work in every day.
Pardot's dynamic lists are a powerful feature to target based on individual or account level data.
By syncing Insightly organization 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.
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 Insightly back to Pardot to enable this reporting as part of your Pardot-Insightly integration.