Pardot
Pardot will automatically synchronise with Salesforce CRM. Prospects in Pardot will either be created as Salesforce Leads, or where a contact in Salesforce already exists it will be updated to reflec…
Pardot will automatically synchronise with Salesforce CRM. Prospects in Pardot will either be created as Salesforce Leads, or where a contact in Salesforce already exists it will be updated to reflect the latest Pardot information. Pardot uses Email address to detect existing contacts.
Lead distribution
- When Leads are created Pardot can assign using the active Salesforce assignment rule.
- Salesforce assignment rules can then move Pardot Leads into a Salesforce Queue
- Distribution Engine will monitor and distribute leads from this queue
Pardot completion actions

Salesforce lead assignment rule

Distribution Engine scheduled distributor

Contact distribution
- When existing contacts are updated Pardot will update various fields, one which is the Pardot last activity field.
- You can create a Salesforce workflow rule to automatically move contacts which are updated (and not already being worked) to a holding user ready for assignment. Example below

- You can create a team in Distribution Engine for contacts to monitor and distribute contacts from the holding user

How did we do?
Integrating InsideSales.com power dialer
Auto archive feature