Integrating your SaaS platform with Salesforce and Pardot
Take a look at how your SaaS platform can integrate with Salesforce and Pardot with this free systems architecture diagram designed by Macram. The illustration visualises the SaaS platform, Salesforce, Pardot systems architecture and more.
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
The above illustration visualises the SaaS platform, Salesforce and Pardot systems architecture, including how prospects are nurtured, the bi-synchronous flow of data across systems and ROI reporting.
The benefits of taking this integrated approach:
Seamless communication between systems
Live data from customers who update their profile within their online account
Customer activities are logged in real-time across the whole infrastructure
Select data you would like to feed back into your proprietary software
Prospects and customers will only trigger automation relevant to their current stage in the buyer's cycle
Reporting is accurate and in real-time
Removes any need to export & upload between systems
Share
Tom Ryan
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.
With the eBook ‘A Guide to Salesforce Marketing Tools’ in your arsenal, you’ll have a go-to, comprehensive, expert guide to understanding and selecting your perfect Salesforce marketing platform(s), be it Marketing Cloud Account Engagement (Pardot) or Engagement, and the products available to each.
If you’ve used HubSpot for a while, you’ll know it’s great at simplifying marketing operations. But as your setup grows, so does the complexity, and you can quickly hit limitations that stall your automation strategy. That’s where a HubSpot development company can help.
With the not-so-recent ‘new wave’ of artificial intelligence, it’s become extremely tempting for teams to automate marketing operations across the board. Whilst there are very valid use cases for automating with the help of AI, it is not always the best practice. In this blog, we’ll look at key reasons not to automate certain parts of your marketing operations, and offer tips to avoid common pitfalls when you do.
A lot of marketing teams are using HubSpot Marketing Hub, whilst their sales teams are operating out of Salesforce Sales Cloud. This is a perfectly reliable setup as long as the HubSpot Salesforce integration between the two is maintained. One of the challenges we often hear is related to Lead Assignment and how/when HubSpot can create records in Sales Cloud. Lead Assignment via the HubSpot-Salesforce integration is what we will cover in this blog.
Get expert Salesforce & HubSpot automation tips, straight to your inbox.
MarCloud is a team of certified Pardot, Marketing Cloud, and Salesforce specialists. We help businesses to unlock the potential of marketing automation.
Join 2,000+ professionals who receive actionable insights to boost their automation performance.
With the eBook ‘A Guide to Salesforce Marketing Tools’ in your arsenal, you’ll have a go-to, comprehensive, expert guide to understanding and selecting your perfect Salesforce marketing platform(s).