You will need to work with your Slack workspace admin to create an app for the workspace you want to integrate with Pardot.Here are a few considerations you should keep in mind when you enable the Slack integration in Pardot. Although there is not much information on this new feature yet, we know it is expected to be available with the Spring ‘22 release and provides a shared view of your customer in Slack while streamlining notifications for the sales department. Pardot Automation for Slack is the newest feature available for Pardot users to integrate with Slack. Salesforce announced Slack-First Marketing in mid-September and emphasized how the initiative will enable marketing teams to be able to collaborate through a shared digital workspace in Slack. These fields will show as blank values if they are not populated for the prospect who has completed the particular action you have set up. With each post, Pardot will also include the following fields for the prospect so your teams can easily identify them in Pardot: When setting up your completion action, you are able to select which channel you want to post to as well as customize the message that is posted in the Slack channel. Now that you have your Slack workspace and channel(s) set up through the Slack connector in Pardot, you can use the “notify Slack channel” Completion Action on your marketing assets. Configure Slack Notification Completion Actions in Pardot You can find these by right clicking on the designated channel within your Slack workspace. You will need to copy the channel links in order to set them up through the connector. Once your workspace is added to the Slack connector, you can then choose up to 10 channels from that workspace to connect to Pardot. To connect to your workspace, you will have to use the bot token provided when you generated the token and scopes for your Slack app. When you choose the Slack connector, you will be prompted to add a Slack workspace to integrate with Pardot.
Once you have enabled this setting, Slack will be available as a Connector through your connector settings through the Pardot Settings tab. Now that we have everything set up on the Slack side of the integration, you should navigate to your Pardot settings through the Pardot Lightning App to enable the Pardot Slack connector. Finally, you will have to generate a token and scope through your Slack app to add your workspace to the Slack connector in Pardot. This is so the Pardot and Slack integration is connected and ready to be used.
Slack download beta install#
Once your app is created, you will have to install it in your Slack workspace. By following the steps shown through the “Create a new Slack app” button, you will be able to create your own app within a couple of minutes.
Slack provides an easy-to-navigate article that helps you create your Slack app for whichever Slack workspace you want to integrate with Pardot.
Slack download beta code#
The Salesforce documentation for this integration includes JSON code for you to use in the manifest file. It’s recommended to create an app from an app manifest when setting up the basic Slack app, but it is possible to create your own. If you are like me and have never heard of a Slack app, that’s fine! A Slack app should be created when you need to use Slack APIs to connect your workspace with a third-party service through an integration. How do I enable the Pardot and Slack integration?īefore enabling the Pardot Slack connector, you will need to create a Slack app that will be installed in your Slack workspace so you can connect Slack to Pardot. When setting up the completion action, you are able to select which Slack channel you want your team to receive the notification. Through a completion action on your marketing asset, a new post will be shared within your Slack workspace informing your team of what asset the prospect interacted with and their basic contact information. This beta feature allows your marketing and sales teams to receive updates in their Slack workspace when a prospect engages with your marketing assets. Connecting Pardot with your company Slack workspace What does the beta service include? Here is what you need to know so you can understand how Slack will work with Pardot. The newest announcement regarding the integration between the two systems went into detail about how every company should have a digital headquarters and what features will soon be available. Salesforce officially acquired Slack on July 21, 2021, and the company is already looking to push out new features to integrate Slack with your Salesforce instance. Included in the Salesforce Winter ‘22 release is a beta feature that highlights the beginning of an integration between Pardot and Slack.
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