Install¶ ↑

Add the following to your Gemfile

gem "ruby-pardot"

Usage¶ ↑

Authentication¶ ↑

In order to use this client, an access token retrieved from Salesforce OAuth must be specified. See the [authetication documentation on developer.pardot.com](developer.pardot.com/kb/authentication/) for more information.

require "ruby-pardot"

version = 3 # or 4
access_token = '<access_token>' # Retrieve an access token from Salesforce using OAuth
business_unit_id = '<business_unit_id>' # Specify the Business Unit ID of the account to access
client = Pardot::Client.new nil, nil, nil, version, access_token, business_unit_id

Usage of the username, password, and API key authentication is deprecated and will be removed in an upcoming release.

Object Types¶ ↑

The available objects are:

• custom_fields

• emails

• lists

• opportunities

• prospects

• users

• visitor_activities

• visitors

• visits

Querying Objects¶ ↑

developer.pardot.com/kb/api-version-3/querying-prospects

Most objects accept limit, offset, sort_by, and sord_order parameters

prospects = client.prospects.query(:assigned => false, :sort_by => "last_activity_at", :limit => 20)

prospects["total_results"] # number of prospects found

prospects["prospect"].each do |prospect|
  puts prospect["first_name"]
end

Creating, editing, and reading objects¶ ↑

See each individual object’s API reference page for available methods

developer.pardot.com/kb/api-version-3/using-prospects

prospect = client.prospects.create("user@test.com", :first_name => "John", :last_name => "Doe")

prospect.each do |key, value|
  puts "#{key} is #{value}"
end

Emails¶ ↑

See each individual call’s [API reference page](developer.pardot.com/kb/api-version-3/introduction-table-of-contents).

# Sample usage
@pardot.emails.read_by_id(email_id)
@pardot.emails.send_to_list(:email_template_id => template_id, 'list_ids[]' => list_id, :campaign_id => campaign_id)
@pardot.emails.send_to_prospect(prospect_id, :campaign_id => campaign_id, :email_template_id => template_id)

Output formats¶ ↑

client.format = "simple" # default
client.format = "mobile"
client.format = "full"

Error handling¶ ↑

Pardot will respond with an error message when you provide invalid parameters

begin
  prospect = client.prospects.create("user@test.com")
rescue Pardot::ResponseError => e
  # the request went through, but Pardot responded with an error, possibly because this email is already in use
end

Performing API calls across the internet is inherently unsafe, so be sure to catch the exceptions

begin
  visitor = client.visitors.query(:id_greater_than => 200)
rescue Pardot::NetError => e
  # the API request failed
  #   - socket broke before the request was completed
  #   - pi.pardot.com is under heavy load
  #   - many number of other reasons
end

License¶ ↑

The MIT License (MIT) Copyright © 2012 Pardot

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.