Send leads to Account Engagement (Pardot)

Account Engagement -- the product that was Pardot -- logs in through Salesforce. If you have already connected Salesforce, the consumer key, secret and refresh token are the same ones.

What you need

Four values from your Salesforce connected app, with the pardot_api scope on it: the consumer key, the consumer secret, a refresh token, and whether it is production or a sandbox.

And one more that is only for this: the business unit id.

The business unit id, and why it is asked for

It is the 18-character id of the tenant, from Salesforce Setup, Account Engagement Setup, Business Unit Setup.

It is asked for explicitly, and its length is checked on the form, because of how the API fails without it. Sent with no business unit header, a perfectly good token is refused with:

401 {"code":49,"message":"Access Denied"}

which reads like a credential problem and is not. Sent with the 15-character id Salesforce shows in some URLs, it is refused again, this time with a message that does say what is wrong:

400 Value in Pardot-Business-Unit-Id header is not valid. Expected the 18 character ID of the tenant.

Checking it on the connect screen turns both of those into a sentence you can act on before anything is saved.

Connect and route

1. In Destinations, connect Account Engagement with the five values.
2. The object is Prospect -- the only thing a chat lead becomes here.
3. Create a route and map the fields.

What gets sent

The standard prospect fields -- email, first and last name, company, job title, phone, website, address, comments, source -- plus your custom fields, read from the account and offered by their API name.

The email address is required. Account Engagement identifies a prospect by it; a prospect without one is not a prospect.

What it does not do

It creates a prospect. It does not add it to a list, and it does not update one that already exists. List membership is a second call and a second decision -- which list, and when -- and Account Engagement reconciles an address it already knows on its own side.