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§ Agent · Pardot

The Pardot data agent that acts the way you would.

It keeps an eye on your Pardot campaigns and prospect engagement alongside the pipeline and revenue they actually drove, on a schedule you set or whenever fresh data lands. When something needs attention, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #marketing-alerts
⚠️ Campaign-influenced pipeline down 34% this month, 3 campaigns showing zero touches past MQL

Your top three nurture campaigns generated 410 new prospects last month but only 12 reached opportunity stage, down from a 9% baseline. Visitor activity on those prospects dropped 58% after initial form fill, suggesting the nurture sequence is stalling before sales picks up.

Review & approve Dismiss
Pardot Campaign + Person + Event · joined to CRM opportunities · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

AttributionACROSS YOUR SOURCES

Tie campaign touches to the pipeline they actually built

It reconciles your Pardot campaign touches and prospect activity against the opportunities and closed revenue in your CRM, so you see which campaigns actually influenced pipeline and which ones just generated form fills. When your blended CAC drifts because a high-spend campaign stops producing pipeline, you hear about it before the board review.

CampaignPersonDeal
Engagement decay

Catch a nurture sequence going cold

When open rates, click events, or visitor activity on a segment start decaying below your baseline, it tells you which campaigns, lists, and prospect cohorts are affected, how far engagement has fallen, and how many prospects are stalling. You rework the sequence before the leads go stale and sales blames marketing for dead pipeline.

EventSegmentPerson
Scoring drift

Spot when lead scores stop predicting conversion

It watches the relationship between your Pardot prospect scores and actual conversion to opportunity over time. When high-scored prospects stop converting at their historical rate, it surfaces which scoring criteria drifted and which segments are over- or under-valued, so you recalibrate before sales wastes cycles on the wrong leads.

PersonCompanyDeal
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Pardot object, modeled and query-ready the moment you connect.

Person
customermarketingsales
Company
customermarketingsales
Deal
revenue_financesales
Campaign
marketingengagement
Segment
marketingcustomer
Visitor
marketingengagementcustomer
Session
marketingengagement
Event
marketingengagement

It runs on your real Pardot account (stale lists, orphaned prospects, scoring models nobody recalibrated, and Salesforce sync conflicts), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Pardot, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Pardot data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those report on Pardot within the Salesforce ecosystem, when you pull up a dashboard. This watches continuously, reasons across Pardot plus the revenue and product usage data Salesforce never sees, and hands off to Fi to investigate why a campaign stopped building pipeline, so you catch it before the quarter closes soft.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.