Connect ChartMogul to Salesforce Pardot
These companies automate their data pipelines using Integrate.io
About ChartMogul
ChartMogul can turn new and existing business intelligence data into valuable analytics that companies can use to improve their market performance. ChartMogul can take subscriber data - both created within ChartMogul and imported from other data sources - and generate visualized analytics for a variety of metrics that SaaS companies care about.
About Salesforce Pardot
Pardot deals with huge amounts of customer data, so having access to that data is vital. While Pardot syncs with lead management data from Salesforce CRM, it doesn’t automatically load that data into your data warehouse. Integrate.io is the solution for that.
Popular Use Cases
Bring all your ChartMogul data to Amazon Redshift
Load your ChartMogul data to Google BigQuery
ETL all your ChartMogul data to Snowflake
Move your ChartMogul data to MySQL
Bring all your Salesforce Pardot data to Amazon Redshift
Load your Salesforce Pardot data to Google BigQuery
ETL all your Salesforce Pardot data to Snowflake
Move your Salesforce Pardot data to MySQL
ChartMogul's End Points
ChartMogul Plans
Gather data about your subscription plans - like the subscription IDs, names, billing intervals, and the number of intervals that are charged at once - to evaluate the performance of each plan. This will help you better understand the effectiveness of your plans so that you can determine which ones are more or less successful as a whole.
ChartMogul Customers
Create, retrieve, or update data for new or imported customers in ChartMogul. This allows you to see important customer contact details, customer IDs, and valuable performance data including a customer’s MRR, ARR, and industry sector. You can then use that data to better segment your customers, which can provide more accurate and specific information about your business performance.
ChartMogul Invoices
Import invoice data for customers that you are tracking through ChartMogul, including customer IDs, dates of purchase, transactions, and any relevant line items. Then, use ChartMogul to create subscription data for those customers and use that data to track more specific revenue data, both in ChartMogul and in your other data sources.
ChartMogul Transactions
Track payments or refunds made on an invoice to see the transaction ID, type of transaction, transaction date, and whether or not the transaction was successful. This can help you get more accurate analytics from your invoice data. It can also indicate when there is an unusually high number of refunds, which could signal a problem worth addressing.
ChartMogul Subscriptions
Get a list of subscriptions that ChartMogul has automatically generated from invoice data. This endpoint returns several IDs - including subscription IDs, customer IDs, plan IDs, and data source IDs - that will help you to more easily track and integrate data between any of those parameters to create deeper, more accurate business analytics.
ChartMogul Tags
Use tags to track terms that are associated with a customer so that you can segment or monitor them more specifically. For example, you could tag a particular customer as “high priority,” “returning” or anything else that is relevant to your business, and then retrieve a list of customers who have been tagged with those attributes in order to analyze them as a segment.
ChartMogul Custom Attributes
Update customer data with ChartMogul custom attributes that are more specific to the needs of your company. This can include both tags as well as more complex custom attributes. Then, track those attributes in ChartMogul to get analytics that are focused on your particular business concerns.
Salesforce Pardot's End Points
Table of Contents
- Connect your Salesforce Pardot data for better data governance
- Shift your Salesforce Pardot data to your data warehouse in minutes
- Integrate.io has the Salesforce Pardot data integrations that you need
- How Integrate.io customers power growth with our Salesforce Pardot data connectors
- Get started analyzing your Salesforce Pardot data in minutes
- Why choose Integrate.io for your Salesforce Pardot data integration
- Explore our Salesforce Pardot data integration resources
Connect your Salesforce Pardot data for better data governance
Salesforce Pardot integration provides critical marketing insights such as ROI tracking or info on how customers want to communicate with you as a business. For your business, the connected app could provide vital insights, including:
- Which email campaigns drive customers to get in touch and which may cause them to unsubscribe, or how many page views your landing pages or latest blog articles receive
- How many customers are proactively providing consent for marketing updates
- What demographics of customers are regularly requesting data deletion or other aspects of data management (such as editing their customer contact fields or other prospect fields), and how this affects overall data governance
Push your Salesforce Pardot data to your data warehouse in minutes
Because Salesforce Pardot provides so much business-critical data and compliance information, it’s important to be able to create fast, effortless connections that pull that data into your own data warehousing solutions.
- Integrate.io provides low-code ETL (extract, transform, load) connections, easy to create using an intuitive interface.
- Integrate.io also has an ELT/CDC (change data capture) offering which can load existing historical data quickly. Transformation occurs once data reaches your data warehouse. Automation allows you to only pull through data when changes occur.
- Save time and money and avoid costly, manual data pipeline coding.
Integrate.io has the Salesforce Pardot data integrations that you need
Salesforce Pardot isn’t the only data source you’ll need to access, especially if your business relies on granular marketing information. That’s why Integrate.io offers numerous connections when you use the ETL functionality, including:
Always talk to one of our team here at Integrate.io if you can’t see the data integration you need. We can help you find the best way to connect to your data sources and destinations, including using other features such as API creation and management or our range of connector templates.
View all the currently available and upcoming integrations for Integrate.io here.
- Salesforce CRM
- Salesforce Einstein
- HubSpot
- MailChimp
- Google AdWords
- Facebook Ads
Always talk to one of our team here at Integrate.io if you can’t see the data integration you need. We can help you find the best way to connect to your data sources and destinations, including using other features such as API creation and management or our range of connector templates.
View all the currently available and upcoming integrations for Integrate.io here.
How Integrate.io customers power growth with our Salesforce Pardot data connectors
Growing your business means being trustworthy, reliable, and adaptable to your customers’ needs. Salesforce Pardot data integration helps you achieve that by enabling you to manage your prospect records better and adjust to how customers want you to manage your data.
There are so many use cases for Pardot integration. For data governance and compliance audits, you have the peace of mind that all data pertaining to your customer authentications, user permissions, or data deletion requests is right there in your data warehouse. Using Marketing Data Sharing rules or marketing setup data on Pardot, you can ensure all data from your CRM is synced to Pardot, then use Integrate.io to bring all that data to your warehouse. Pardot permission sets and setup tasks can determine what CRM connectors are currently active.
Salesforce Pardot (including the Pardot Lightning App) is built around a high focus on data security and transparency, and with Integrate.io’s own secure transformations, you’ll be able to demonstrate to clients, customers, and stakeholders how seriously you take data governance and management as an enterprise. As a Pardot integration user, you’ll have more data at your fingertips than ever before.
Find out more about how secure transformations are when you choose Integrate.io here. Book your 14-day free trial and find out how Integrate.io can bring your vital business data together.
There are so many use cases for Pardot integration. For data governance and compliance audits, you have the peace of mind that all data pertaining to your customer authentications, user permissions, or data deletion requests is right there in your data warehouse. Using Marketing Data Sharing rules or marketing setup data on Pardot, you can ensure all data from your CRM is synced to Pardot, then use Integrate.io to bring all that data to your warehouse. Pardot permission sets and setup tasks can determine what CRM connectors are currently active.
Salesforce Pardot (including the Pardot Lightning App) is built around a high focus on data security and transparency, and with Integrate.io’s own secure transformations, you’ll be able to demonstrate to clients, customers, and stakeholders how seriously you take data governance and management as an enterprise. As a Pardot integration user, you’ll have more data at your fingertips than ever before.
Find out more about how secure transformations are when you choose Integrate.io here. Book your 14-day free trial and find out how Integrate.io can bring your vital business data together.
Get started analyzing your Salesforce Pardot data in minutes
Once you’ve set up your account with Integrate.io, all you’ll need is your login details for the platform and your Salesforce user login details. Use your credentials for your Pardot account along with our intuitive interface to create data pipelines with connector settings that suit you. Give users access as you require or provide solo data managers with a single sign-on.
Use the CDC functionality to check for new data at regular intervals or when the system receives notifications that data has been changed, updated, or deleted. This reduces strain on your internal resources by removing the requirement for a full data dump every time an automated run occurs, or a connector user manually creates a fresh connection.
Use the CDC functionality to check for new data at regular intervals or when the system receives notifications that data has been changed, updated, or deleted. This reduces strain on your internal resources by removing the requirement for a full data dump every time an automated run occurs, or a connector user manually creates a fresh connection.
Why choose Integrate.io for your Salesforce Pardot data integration
Integrate.io is a high-speed, low-code platform that’s secure enough to handle the customer data you need for data governance optimization. Integrate.io’s super-fast CDC capabilities bring virtually real-time insights to your data management teams, creating a better understanding of how customers want to engage with you.
Bring all your business data together at a single destination, like your Amazon Redshift, Amazon S3, BigQuery or Snowflake warehouse. This empowers you to use your chosen BI tools to sift through data for patterns that can help you make better business decisions or swivel the direction of your marketing campaigns. Talk to our team about the possibility of creating connectors to individual Pardot business units for more granular data analysis.
Talk to us to learn more about the data integration platform designed to help you achieve data-driven growth. Schedule a demo with a member of our team and try it for yourself with a 14-day free trial.
Bring all your business data together at a single destination, like your Amazon Redshift, Amazon S3, BigQuery or Snowflake warehouse. This empowers you to use your chosen BI tools to sift through data for patterns that can help you make better business decisions or swivel the direction of your marketing campaigns. Talk to our team about the possibility of creating connectors to individual Pardot business units for more granular data analysis.
Talk to us to learn more about the data integration platform designed to help you achieve data-driven growth. Schedule a demo with a member of our team and try it for yourself with a 14-day free trial.
Explore our Salesforce Pardot data integration resources
Our team here knows a thing or two about connecting to the most business-critical Salesforce data. Look out for webinars and other resources from our experts. In the meantime, check out our latest Salesforce-related articles:
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