Linking Pardot as a source
Let AI connect your sources for you
Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
This source is currently in alpha. The interface and available tables may change.
The Pardot connector syncs prospects, prospect accounts, lists, and more into the PostHog data warehouse, so you can analyze them alongside your product data.
Prerequisites
Credentials that can read the data you want to sync. PostHog only reads data, so read access is enough.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
Connect Salesforce Marketing Cloud Account Engagement (formerly Pardot) to pull your marketing data.
Connect a Salesforce account that has access to Account Engagement, then enter the ID of the business unit you want to sync.
You'll be asked for:
- Salesforce account
- Environment: choose sandbox if your business unit belongs to a sandbox, demo or developer org.
- Business unit ID: the 18-character ID starting with
0Uv, in Salesforce Setup under Account Engagement Business Unit Setup.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
All Pardot tables are full refresh. Each sync replaces the contents of the table.
Configuration
| Option | Description |
|---|---|
Salesforce accountType: oauth Required: True | |
EnvironmentType: select Required: True | Choose sandbox if your business unit belongs to a sandbox, demo or developer org. |
Business unit IDType: text Required: True | The 18-character ID starting with |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
prospects | A person tracked in Account Engagement, with their profile, scoring and activity timestamps. | Incremental, Full refresh | createdAt, updatedAt | — |
prospect_accounts | A company record that prospects are grouped under, mirroring a Salesforce account. | Full refresh | — | — |
lists | A static or dynamic list of prospects used for sending and segmentation. | Incremental, Full refresh | createdAt, updatedAt | — |
list_memberships | The membership of one prospect on one list, including their opt-out state. | Incremental, Full refresh | createdAt, updatedAt | — |
campaigns | A marketing campaign that prospects and assets are attributed to. | Incremental, Full refresh | createdAt, updatedAt | — |
opportunities | A sales opportunity synced from Salesforce and linked to Account Engagement campaigns. | Incremental, Full refresh | createdAt, updatedAt | — |
users | A user of the Account Engagement business unit. | Incremental, Full refresh | createdAt, updatedAt | — |
visits | A browsing session on your tracked site, grouped from a visitor's page views. | Incremental, Full refresh | createdAt, updatedAt | — |
visitors | An anonymous or identified browser tracked by the Account Engagement tracking code. | Incremental, Full refresh | createdAt, updatedAt | — |
visitor_activities | A single tracked action by a prospect or visitor, such as a form submit, email click or page view. | Incremental, Full refresh | createdAt, updatedAt | — |
custom_fields | A custom prospect field defined in the business unit. | Incremental, Full refresh | createdAt, updatedAt | — |
forms | An Account Engagement form used to capture prospect submissions. | Full refresh | — | — |
list_emails | A one-off email sent to lists of prospects. | Full refresh | — | — |
Troubleshooting
- If the connection fails with an authorization error, the salesforce account is wrong, expired, or has been revoked. Create a new one, then reconnect the source.
- If a table syncs no rows, the credential may not have access to that data. Check its permissions, then reconnect the source.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.