Best Practices for Importing NetSuite Opportunities into Pardot
Marketing, Pardot, Tips and TricksComments Off
Why is this Important?
Pardot provides great Opportunity reporting tools so that you can review the ROI performance of your various digital marketing campaigns. However, currently the NetSuite/Pardot connector doesn’t integrate Opportunities. At this time, the only way to get Opportunities (both Open and Closed) into Pardot for analysis is to import them.
Ouch, that sounds Painful!
Yes, at first blush, the idea of manually importing data every month sounds painful and time-consuming… but it doesn’t have to be. We've written a set of instructions for the best practices around importing NetSuite opportunities into Pardot. These best practices are aimed at “semi-automating” the process so that it is relatively painless.
Send me the Best Practices PDF via email please.
What You Will Learn:
- Capturing all relevant Opportunities via a Saved Search in NetSuite
- Tailoring the Saved Search to optimize the import process into Pardot
- Receiving the list of Opportunities to your email inbox on a scheduled basis (Monthly, Weekly…)
Questions?
If you have a technical question about this process, feel free to ASK IT HERE. We'll respond ASAP.
Related posts tagged with: Automation, Best Practise, Marketing, Marketing Automation, NetSuite, Pardot, Reporting, ROI