Level Up your Lead Gen with SegMetrics and Pardot

Vanessa Copley

Next up in our new integrations spree is Pardot! Users can connect their existing Pardot account with SegMetrics to automatically import their lead and customer data.

By connecting Pardot along with your other marketing platforms, you can analyze your entire  sales funnel as a coherent whole. You can understand how each ad, email and touchpoint contributes to closed deals for even the most complex sales cycles.

What Is Pardot?

Pardot is a marketing automation platform by SalesForce with millions of users. It offers email automation, landing page creation and a range of smart tools to help marketers at every funnel stage.

It syncs with the SalesForce, the world’s #1 CRM platform, making it the first choice B2Bs. The software is designed to bridge the gap between sales and marketing teams, from lifecycle analytics to mini-campaigns that sales personnel can send out.

How does SegMetrics work with Pardot?

All the historic and latest data will flow in when the Pardot integration is integrated within SegMetrics. All of your lead data will flow in, along with any tags, source data and deal info you have set up.

Authorizing other integrations such as advertising platforms can be used to enrich this information. The customer’s full journey will then be available, ready to analyse with SegMetric’s powerful features.

Pardot users can go deeper than the already great inbuilt analytics. You can track individual customer journeys from first touch to signup, create custom dashboards and locate your most profitable lead sources.

For more information check out our documentation.

Getting Started

All it takes to get started is a quick authorization:

– Open up SegMetrics and choose Pardot from the integrations page

– Enter your login details and user key found in your Pardot user settings

After that your Pardot data will be visible in SegMetrics!

Vanessa Copley


Vanessa Copley is a business automation specialist and the founder of Custom Client Journey. She specializes in client journey management and bringing the human touch to your automated experience. In her free time, she enjoys reading fantasy and horror novels, practicing Tang Soo Do and spending time with her amazing children, the love of her life, and their 15 birds and 2 dogs.

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