# SMS-Magic Converse Integration with  Pardot

> **Source**: [SMS-Magic](https://docs.sms-magic.com/8N1Z3L9RytM-sms-magic-converse-integration-with-pardot)
>
> <p>Integrate Pardot with SMS-Magic for automated SMS campaigns. Set up Converse App Task, create templates, and define message flows for efficient lead engagement.</p>

## Browse Collection

1. [Automate SMS Messaging in Pardot](https://docs.sms-magic.com/8N1Z3L9RytM-sms-magic-converse-integration-with-pardot/MUdoVWafPl0-automate-sms-messaging-in-pardot.md) (Article)

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# ARTICLE: Automate SMS Messaging in Pardot

## METADATA

- id: BCB50Xxh1Cja1CeqsS0xsA
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/8N1Z3L9RytM-sms-magic-converse-integration-with-pardot/MUdoVWafPl0-automate-sms-messaging-in-pardot

- collection_url: https://docs.sms-magic.com/8N1Z3L9RytM-sms-magic-converse-integration-with-pardot

## CONTENT

### **Overview**

Pardot is a marketing automation software from Salesforce that provides email automation and lead management along with lead nurturing and scoring. In addition to these, it also helps users perform a host of other common marketing activities such as creating digital marketing campaigns, social marketing, landing page marketing, Search Engine Optimization, and so on.

### **Pardot Integration with SMS-Magic**

The Pardot platform can be integrated with SMS-Magic. You can create a converse app task and configure it within a Pardot form to receive automated messages against a customer interaction.

#### **Step 1: Create a Converse App Task**

As the first step of the integration process, you need to create a Converse App Task. This will be configured with Pardot for sending messages.

1. Log in to SMS-Magic Converse
2. On the top menu bar, click **Converse App**. The Converse App page appears.

*[Image]*

1. Click **Create New App**. The Create New App pop-up window appears.

*[Image]*

1. In the **App Name** field, enter the name of the Converse App
2. In the **App Description** field, enter a short description of the Converse App
3. In the **Object** field, select the object which you are using in Pardot
4. Click **Create**

#### **Step 2: Create a Template**

Once you create the Converse App you will need to create the template. This will be used while sending messages from Pardot:

1. On the App detail page, click **Add Templates**. The Templates pop-up window appears.

*[Image]*

1. Under Template Text, enter the text for your SMS template
2. Click **Save**. The Template is created.

#### **Step 3. Create Message Flow**

Once the template is created you need to associate it to a message flow. Marketo uses this message flow to send messages.

1. On the App detail page, click *[Image]* next to Set Up in the top right corner and select Automation from the drop-down. The Setup Automation Campaign pop-up window appears.

*[Image]*

1. Click the number of messages you want to add to the flow.
2. Click **Create**. The Add New message flow page appears; select **Pardot**.

*[Image]*

1. Under **Template**, select the template that you have created in the previous step.
2. Under Message Flow Trigger, select **Pardot**.
3. Click **Save**. The app detail page appears with the action key generated.

*[Image]*

1. On the App Detail page, change the message flow status to Active.

#### **Step 4: Configure Converse App Action Key ID in Pardot**

In Pardot you need to configure the action key ID within a specific action for marketing in Engagement Studio. Accordingly, you will also need to create a salesforce task. 

Once your Engagement Studio marketing journey is configured you have to Add the Salesforce Task option to Send Automated SMS to the Leads/Contacts.

1. Add new Salesforce task action. The Task creation fields appear as below -

 

*[Image]*

1. Type a Subject for the task as an SMS notification.
2. Under the Comments section, paste the action key ID you copied from the previous step.
3. Click **Confirm** and **Save**. The completed form page appears.

Whenever the defined criteria are met, for example, the customer sends a request, you will receive an automated email and text message. 

Also, make sure you assign the Permission set of SMS-Magic to the user who is creating the Salesforce task.