How to Connect Salesforce Marketing Cloud Account Engagement (Pardot) to Smith.ai Outreach Campaigns

Our Zapier integration helps business owners save time by automating processes that have previously been manual. This guide will walk you through connecting Salesforce Marketing Cloud Account Engagement (formerly known as Pardot) and Smith.ai via Zapier. In the interest of simplicity, we'll refer to Salesforce Marketing Cloud Account Engagement as simply Pardot from here on out.

Using this guide, you can:

Prerequisites

To use our Zapier integration to connect Smith.ai and Pardot, you will need:

Request a Smith.ai Outreach Call from Pardot

We created this pre-made template so that you can request Smith.ai place an outreach call via Pardot. When you create a new conversation that matches the Zap trigger parameters, it will first pull the associated customer information, then request an outbound call to that customer.

Instructions
  1. Click "Use this Zap" in the below template.

  2. Connect your Smith.ai and Pardot accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai.
      If you have both Virtual Receptionist and Outreach Campaign services, make sure to use your Outreach Campaigns API key, as they are unique to each service.
    2. Connect Pardot.
  3. Since you started with a template, many fields will already be populated. Customize the Zap to meet your business needs.
    1. We recommend adding the following customizations to the Smith.ai Action:
  4. Test the Zap.
  5. Name the Zap.
  6. Turn on the Zap.

Making a Custom Smith.ai and Pardot Zap

Keep your business operations running smoothly with a custom Zap connecting Smith.ai and Pardot. Create custom automation by choosing triggers, actions, and searches.

  1. Go to the Smith.ai + Pardot Zapier Integrations page.
  2. Choose the action and trigger from the options displayed. You can use any combination of triggers and actions that fit your business needs.
  1. Press the Connect Smith.ai + Pardot button.
    Note: If you are not logged into Zapier, you will be prompted to do so.
  2. After reviewing your selections, press the Get Started button.
  3. Connect your Smith.ai and Pardot accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai. More information can be found here.
    2. Connect Pardot.
  4. Customize the Zap to meet your business needs.
  5. Test the Zap.
  6. Name the Zap.
  7. Turn on the Zap.

Additional Resources:

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our outreach campaigns or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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