Integration · Marketing
AI agents for Account Engagement (Pardot)
Work with Marketing Cloud Account Engagement (formerly Pardot).
- Actions
- 8
- Read
- 5
- Write
- 3
Actions
What your agents can do in Account Engagement (Pardot)
Work with Marketing Cloud Account Engagement (formerly Pardot): find prospects by email or recent activity, read one, create or update a prospect by email, list lists and campaigns, add a prospect to a list, and read a prospect's visits, signed in with the person's Salesforce account (Account Engagement API v5).
Read 5
Look things up. Nothing changes.
Find prospects
Lists prospects, newest change first, optionally only one email address or those updated or active after a time.
Get a prospect
Reads one prospect by its Account Engagement ID with the fields asked for (default the profile, score, grade, opt-out, assignment and Salesforce link fields).
List lists
Lists the business unit's lists: each in values with id, name, title, description, isDynamic (dynamic lists fill themselves and cannot be added to), isPublic, campaignId and updatedAt.
List campaigns
Lists Account Engagement campaigns: each in values with id, name, cost, parentCampaignId, salesforceId and updatedAt.
List a prospect's visits
Lists website visits, optionally one prospect's: each in values with id, prospectId, visitorPageViewCount, firstVisitorPageViewAt, lastVisitorPageViewAt, durationInSeconds and the UTM parameters.
Write 3
Create, change or send.
Create or update a prospect by email
Updates the most recently active prospect with this email address, or creates one when none exists.
Update a prospect
Changes fields of one prospect by ID, such as {"score": 50, "optedOut": true, "jobTitle": "CTO"}; fields not given stay as they are.
Add a prospect to a list
Adds one prospect to a static list (not a dynamic one).
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Salesforce and approve access (OAuth).
Settings
- Salesforce environment
- Business Unit ID
- Account Engagement host
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Account Engagement (Pardot) data
Ask a question in plain words. The agent can find prospects, get a prospect or list lists in Account Engagement (Pardot), then answers with what it found.
- 02
Let an agent update Account Engagement (Pardot)
Have the agent create or update a prospect by email or update a prospect in Account Engagement (Pardot) as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Account Engagement (Pardot) and Slack: it can find prospects in Account Engagement (Pardot) and post a summary to a Slack channel in the same run.
FAQ
Account Engagement (Pardot) and MyDeepAgents
Can MyDeepAgents connect to Account Engagement (Pardot)?
Yes. The Account Engagement (Pardot) connector has 8 actions: 5 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Account Engagement (Pardot)?
Sign in with Salesforce and approve access (OAuth). The connection also asks for: Salesforce environment, Business Unit ID and Account Engagement host. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Account Engagement (Pardot) without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Account Engagement (Pardot) in workflows as well as agents?
Yes. Every Account Engagement (Pardot) action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Account Engagement (Pardot) to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.