How to Integrate Retool with Pardot (Salesforce Marketing Cloud Account Engagement)

Before configuring Retool, you need a Salesforce Connected App to obtain OAuth credentials. Log in to Salesforce Setup (⚙️ gear icon → Setup → App Manager → New Connected App). Fill in the app name (e.g., 'Retool Pardot Integration'), contact email, and enable OAuth Settings. Check 'Enable OAuth Settings', set the callback URL to https://retool.com/oauth/consumer (for Retool Cloud, or your Retool instance URL /oauth/consumer for self-hosted). In Selected OAuth Scopes, add: 'Access and manage your data (api)', 'Perform requests on your behalf at any time (refresh_token)', and 'pardot_api'. Save the Connected App — note that it takes 2-10 minutes to activate. After activation, navigate back to your Connected App and click 'Manage Consumer Details' to reveal the Consumer Key (Client ID) and Consumer Secret (Client Secret). Store these securely — you'll need them for the Retool resource. Also retrieve your Pardot Business Unit ID: in Pardot, navigate to Settings → Account Settings → Business Unit Setup. The Business Unit ID is a 18-character string starting with '0Uv'. Store this value as a Retool configuration variable — go to Retool Settings → Configuration Variables, create PARDOT_BUSINESS_UNIT_ID (mark as Secret), and PARDOT_CLIENT_ID, PARDOT_CLIENT_SECRET.

Navigate to the Resources tab in your Retool instance and click Add Resource. Select REST API from the resource type list. Name the resource 'Pardot API'. In the Base URL field, enter https://pi.pardot.com. This is Pardot's API v5 base URL. Pardot API v5 endpoints follow the path pattern /api/v5/{object}/{id}. For Authentication, select OAuth 2.0 from the dropdown. Configure the OAuth fields as follows: Grant Type = Authorization Code, Client ID = {{ retoolContext.configVars.PARDOT_CLIENT_ID }}, Client Secret = {{ retoolContext.configVars.PARDOT_CLIENT_SECRET }}, Authorization URL = https://login.salesforce.com/services/oauth2/authorize, Access Token URL = https://login.salesforce.com/services/oauth2/token, Scope = api pardot_api refresh_token, Access Token Lifespan = 3600 seconds. In the Default Headers section, add the required Pardot Business Unit header: Key = Pardot-Business-Unit-Id, Value = {{ retoolContext.configVars.PARDOT_BUSINESS_UNIT_ID }}. This header is mandatory on every Pardot API v5 request — without it, the API returns 403 errors. Also add: Key = Content-Type, Value = application/json. Click Save Changes, then click 'Connect OAuth account' to complete the OAuth flow. You'll be redirected to Salesforce's login page to authorize the Connected App. After authorization, Retool stores the access token and refresh token for subsequent requests.

Create your first query to search for Pardot prospects. In your Retool app, open the Code panel and click the + icon to add a query. Name it searchProspects, select the Pardot API resource, set Method to GET, and set the path to /api/v5/objects/prospects. Pardot v5 uses filter-based querying through URL parameters. Add the following URL parameters to filter prospects: - Key: fields, Value: id,email,firstName,lastName,score,grade,campaignId,crmLeadFid,crmContactFid,createdAt,updatedAt,lastActivityAt - Key: filterById, Value: (leave blank for listing, or use specific IDs) For email search, create a separate query named searchProspectByEmail with path /api/v5/objects/prospects and URL parameter: Key = filterByFields[email], Value = {{ textInput_email.value }}. For fetching a prospect's activity history, create getProspectActivities with path /api/v5/objects/prospect-activities and URL parameter: Key = filterByProspectId, Value = {{ table_prospects.selectedRow.id }}. Add a JavaScript transformer to flatten the nested Pardot response structure for display in a Retool Table component. Bind the Table's data property to {{ searchProspects.data.data?.values }}.

1// JavaScript transformer — flatten Pardot prospect response
2const prospects = data?.data?.values || [];
3
4return prospects.map(prospect => {
5  return {
6    id: prospect.id,
7    email: prospect.email || 'N/A',
8    name: `${prospect.firstName || ''} ${prospect.lastName || ''}`.trim() || 'Unknown',
9    score: prospect.score ?? 0,
10    grade: prospect.grade || 'N/A',
11    campaign_id: prospect.campaignId || 'None',
12    in_salesforce: prospect.crmLeadFid || prospect.crmContactFid
13      ? 'Yes'
14      : 'No',
15    last_activity: prospect.lastActivityAt
16      ? new Date(prospect.lastActivityAt).toLocaleDateString('en-US', {
17          year: 'numeric', month: 'short', day: 'numeric'
18        })
19      : 'Never',
20    created: prospect.createdAt
21      ? new Date(prospect.createdAt).toLocaleDateString()
22      : 'N/A'
23  };
24});

Create queries to retrieve Pardot email campaign performance data. Create a query named getCampaigns with Method GET and path /api/v5/objects/campaigns. Add URL parameters: Key = fields, Value = id,name,cost,createdAt. This returns all campaigns in your Pardot account. For email statistics, Pardot v5 exposes list email performance through the list-emails endpoint. Create getListEmails with path /api/v5/objects/list-emails and URL parameter: Key = fields, Value = id,name,subject,sentAt,scheduledAt,stats. The stats field contains nested performance data. Create a transformer named formatEmailStats to extract open rates and click rates: Bind a Retool Table named table_campaigns to {{ getCampaigns.data.data.values }}. When a campaign row is selected, trigger a filtered getListEmails query that shows all emails in that campaign using the campaignId filter parameter. Add a Chart component below the table. Set its data property to a transformer that maps email performance data to x/y coordinates for a bar chart showing open rate vs. click rate per email. Select Bar as the chart type, bind X-axis to email name, and add two data series: Open Rate and Click Rate. For RapidDev-style comprehensive marketing ops panels that combine Pardot email data with Salesforce opportunity attribution, consider using Retool's multi-resource architecture with both the Pardot API resource and Salesforce's native connector in the same app.

1// JavaScript transformer — format list email stats for chart
2const emails = data?.data?.values || [];
3
4return emails.map(email => {
5  const stats = email.stats || {};
6  const sent = stats.sent || 0;
7  const opens = stats.opens || 0;
8  const clicks = stats.clicks || 0;
9
10  return {
11    name: email.name || email.subject || 'Unnamed',
12    subject: email.subject || 'N/A',
13    sent: sent,
14    open_rate: sent > 0
15      ? `${((opens / sent) * 100).toFixed(1)}%`
16      : '0%',
17    click_rate: sent > 0
18      ? `${((clicks / sent) * 100).toFixed(1)}%`
19      : '0%',
20    open_rate_num: sent > 0 ? parseFloat(((opens / sent) * 100).toFixed(1)) : 0,
21    click_rate_num: sent > 0 ? parseFloat(((clicks / sent) * 100).toFixed(1)) : 0,
22    sent_date: email.sentAt
23      ? new Date(email.sentAt).toLocaleDateString()
24      : 'Not sent'
25  };
26});

The most powerful Retool-Pardot dashboard combines marketing engagement data from Pardot with revenue outcomes from Salesforce. Add Salesforce as a second resource using Retool's native Salesforce connector (Resources tab → Add Resource → Salesforce → OAuth 2.0). Create a Salesforce query named getSFOpportunities using SOQL: Bind a second Table component named table_opportunities to {{ getSFOpportunities.data }}. Configure the table columns to show opportunity name, stage, amount, close date, and lead source. Create a JavaScript query named matchProspectToOpportunity that cross-references the selected prospect's Pardot ID with Salesforce opportunities by matching the CRM lead or contact ID: Add a Stat component showing total pipeline value attributed to Pardot-sourced prospects (filter opportunities where LeadSource = 'Marketing Automation' or a custom Pardot campaign source field). This combined view gives your revenue operations team the marketing-to-pipeline attribution story that neither Pardot's UI nor Salesforce's native reports easily provide.

1// SOQL query for Salesforce native connector
2// Resource: Salesforce | Action: SOQL Query
3SELECT
4  Id,
5  Name,
6  StageName,
7  Amount,
8  CloseDate,
9  LeadSource,
10  Account.Name,
11  Owner.Name
12FROM Opportunity
13WHERE
14  LeadSource = 'Marketing Automation'
15  AND CreatedDate >= {{ dateRange.start }}
16  AND CreatedDate <= {{ dateRange.end }}
17ORDER BY CreatedDate DESC
18LIMIT 200