Connect Planado and pardot to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

pardot

Automatically do this!

Enable Integrations or automations with these events of Planado and pardot

Enable Integrations or automations with these events of Planado and pardot

Actions

Create Job

Create Job

Create a new job assignment for a field worker

Request a new Action for Planado

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Frequently Asked Questions

How do I start an integration between Planado and pardot?

To start, connect both your Planado and pardot accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in pardot (or vice versa).

Can we customize how data from Planado is recorded in pardot?

Absolutely. You can customize how Planado data is recorded in pardot. This includes choosing which data fields go into which fields of pardot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Planado and pardot?

The data sync between Planado and pardot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Planado to pardot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Planado and pardot?

Yes, you can set conditional logic to control the flow of data between Planado and pardot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Planado

About Planado

Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers

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pardot

About pardot

Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.

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