Our marketing team is trying to create a drip email campaign for all leads that have not had any sales rep activity (tasks, calls, emails) within the past 6 weeks to re-engage them. Does the "prospect time" rule only apply to account engagement activities and not sales rep activities? I've found that when I use "prospect time" in my dynamic list, it's only applying to account engagement. activities. I wanted to see if anyone has a solution for this. Thanks!
Hi Blaire - your read is exactly right: Pardot's 'prospect time' and activity-based rules only track Account Engagement activity (email opens, form submits, page views, etc.), not Salesforce sales-rep activity (Tasks, Calls, Events). Pardot doesn't see CRM activities as prospect activity, so no dynamic-list rule reads them directly. The way around it is to bring that CRM activity into Pardot as a synced field, then filter on the field.
The pattern:
1. Surface 'last sales activity' as a date field on the Lead in Salesforce. Two options:
- Standard Last Activity Date - quickest, but it reflects all activities (and check it's mappable in your Pardot field config); or
- A custom 'Last Sales Activity Date' field (recommended) that you populate with a record-triggered Flow stamping the most recent sales Task/Call/Event date. That lets you define exactly what counts as 'sales rep activity' and excludes anything you don't want.
2. Map/sync that field to a Pardot custom prospect field (in the Salesforce-Pardot field mapping).
3. Build the dynamic list on that field: 'Prospect custom field [Last Sales Activity Date] is before 6 weeks ago' - Pardot supports relative-date rules on date fields. Add an OR for 'is empty' to also catch leads that have never had any sales activity.
The key idea: do the 'no recent activity' logic in Salesforce (where the Task/Call/Event data actually lives) and let Pardot just consume the resulting date field - trying to make Pardot evaluate CRM activities directly won't work. Your drip then runs off that dynamic list.
Hope that gets the re-engagement campaign going!
