Both Qualified and Pardot can be set up to track activity in Pardot. You can add Qualified conversations to the Pardot prospect activity list and to the Salesforce Lead or Contact engagement history for prospects that are synced to Salesforce.
Activity history in Pardot
Pardot prospect activities are shown on the right-hand side of the Pardot prospect page. Tracked activities include:
- When a visitor chats with a sales rep, rules-based chatbot, or AI SDR agent.
- Form visits or submissions.
- Clicking meeting links.
- Landing page visits.
- Email opens and clicks.
- Website page URL clicks (if they are tracked in Pardot).
- Engagement with other assets.
If connected campaigns are enabled (the default for all Pardot orgs created after the Winter 2020 Release) and the prospect is synced to Salesforce, this activity is also included in the Salesforce Engagement History. If you do not have connected campaigns enabled, consider reviewing their setup and advantages.
Engagement History can be placed in a component in various locations on a Salesforce Lead or Contact’s lightning record page or as one of the lightning page tabs.
Pardot admins can create automation based on a prospect's activities that will automatically add a prospect to a list, update the prospect's score, and more!
Qualified's standard tracking events (Conversation with a Bot, Conversation with a Rep, and Meeting Booked) will sync to Salesforce and be tracked on the Lead or Contact record as appropriate. For more information, see here.
No official API or connector model
Standard Pardot actions such as web visits, form completions, and link clicks automatically create prospect activities. Although Pardot has an API available for third-party applications (such as Qualified) to connect and include their activities in Pardot, it may be simpler and faster to capture Qualified data via a form submission.
Form submission
Qualified has developed a workaround that is simpler than connecting via the API to track our conversations on a Pardot prospect record. The Pardot admin creates a Pardot form named "Conversation via Qualified" and Qualified is configured to log activity by submitting that form every time a conversation happens with a Pardot prospect in the Qualified application.
How to set up the Qualified ⇔ Pardot form submission
- In the Salesforce App Launcher, select the Pardot Lightning app.
- On the Content tab in the Pardot Lightning app, click Forms in the left side-bar if not already selected.
- Click +Add Form to create a new form.
- Give the form this name exactly: Conversation via Qualified. Select the folder, tracker code, and campaign for the form and click Next.
- Click the trashcan icon to the right of each form field except Email to delete those fields.
- Click Next with only the Email field remaining on the form.
- Choose the Standard layout template, and click Next.
- Click Next again and then click Confirm & Save.
Verify the setup in Qualified
- As an admin in Qualified, go to Settings → Integrations → Pardot → Connection.
- Scroll to the Prospect Tracking section of Pardot Settings and click Verify Activity/Engagement History Setup.
- If your setup was successful, you'll see the following message: Prospect activity tracking is configured
When are activities added to Pardot?
Qualified conversations (including AI SDR agent conversations, rep conversations, and rules-based chat interactions) will be added as a Pardot form completion activity (with the associated playback URL) once a conversation ends.
The activity is added to the prospect record in Pardot either:
- Five minutes after the prospect has closed their Qualified browser tab or window.
- One hour after the prospect has been idle on the Qualified site with no mouse movement or scrolling.
The activity will then appear in Pardot on the prospect record's Activity History, as shown below.
.svg)
