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.

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. 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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