Integrate Salesforce Pardot with Zuora
About Salesforce Pardot
With Pardot B2B marketing automation by Salesforce, businesses can streamline and simplify their marketing automations. This allows them to improve their overall business efficiency and long-term strategies, aligning their sales and marketing teams, generating better leads, improving their email marketing, and more.
Zuora is a subscription management tool that allows companies to manage every aspect of their subscription business and automate their customer lifecycles - all from a single platform. This allows businesses to keep up with fast-changing market strategies and maintain their ongoing subscriber relationships.
Popular Use Cases
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
Bring all your Zuora data to Amazon Redshift
Load your Zuora data to Google BigQuery
ETL all your Zuora data to Snowflake
Move your Zuora data to MySQL
Integrate Salesforce Pardot With Zuora Today
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Salesforce Pardot's End Points
Create an account for any business or person that it may be useful to track. Then, use that account number to integrate and track any other important information associated with that account holder.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Fully control and streamline your forms. This will help you send the right communication to the right people at the right time.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a prospect’s lifecycle history, including their current lifecycle stage, the ID of the stage they will be in next, the time it was created, and more. Use this data to understand your conversions, customer retention rates, and more.
Control, track, and edit your lists, including list name, description, last time it was updated, and more. This can help with segmentation, targeting, and long-term customer retention.
Search for tags, get a list of recently tagged media, or retrieve information about a tag object. Then use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.
Zuora's End Points
Get details about any payments that were sent to Zuora accounting, including the payment date, amount, and any unique identifiers that are associated with it. This will help you create more detailed and accurate sales analytics.
Retrieve data about any accounts that you have in Zuora - bank accounts, CRM, ERP - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall performance.
Automate even the most complex revenue processes and accurately account for all of your business costs in order to have comprehensive accounting and more accurate reporting, forecasting, and projections.
Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue that they generate.
Track all bank transactions that are captured by Zuora, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, and type of transaction - to better understand your finances and see if any changes need to be made.