Integrations document history

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This article summarizes important changes to documentation concerning Pendo integrations.

Date Articles Description
June 17, 2024

Connect Pendo to Gainsight using Salesforce

Updated, renamed, and moved the article to the Salesforce integration section.
June 13, 2024

Two-way HubSpot integration with Pendo

Added clarification around creating contacts in HubSpot through the events push integration. Added a link to this integration to the introduction and to the end of the Mapping  section.
June 6, 2024

Data Sync schema definitions

Added details to some rows in the tables.
June 6, 2024

Data Sync export handling

Add information about what happens when multiple subscriptions export to the same location and updated the Bill of Materials.
May 31, 2024

Calculate a Customer Health Score in Salesforce using data from Pendo

Added information about the Pendo Engagement Score (PES) and clarification about how to set up a spreadsheet for calculating a Customer Health Score.
May 15, 2024

Jira integration with Pendo Listen

Set up the Jira integration with Pendo Listen

Two new articles that detail the integration between Pendo Listen and Jira.
May 15, 2024

Salesforce integration with Pendo

Salesforce integration with Pendo Listen

Integrate Salesforce with Pendo Listen

Replaced references to Pendo Discover with the new product name, Listen.
May 15, 2024

Send Pendo events to HubSpot

Two-way HubSpot integration with Pendo

Updated each article to reflect the latest changes of being able to send any event data to HubSpot, not just Core Events.
May 9, 2024 Twilio Segment integration overview Added sections for how the integration can be used with a mobile-based implementation of Pendo and for sending server-side data using the Segment Webhooks destination.
May 8, 2024

Overview of Pendo Data Sync

Added an overview section for the Data Sync ETL process and for creating exports
May 8, 2024

Data Sync export handling

Major updates to structure and clarification of concepts. Added instructions for creating an export.
April 26, 2024 Send Pendo events to HubSpot Article describing a new integration what allows you to send up to 10 Core Events in Pendo to HubSpot.
April 22, 2024 Set up the Salesforce integration for Pendo Added information about the required Sharing Rules for the Salesforce object.
April 9, 2024

Zapier integration with Pendo

Clarified that the Zapier integration only works with visitor reports and account reports.
April 8, 2024

Set up the two-way HubSpot integration

Added information about the HubSpot Record ID field being pulled into Pendo by default.
April 8, 2024 Two-way HubSpot integration with Pendo

Added information about the new push fields that have been added to the two-way hubSpot integration.

March 12, 2014

Integrate Salesforce with Pendo Discover

Updated introduction information, clarified that there are multiple ways to access the integrations page in Pendo, updated the link for installing the integration package, and provided a link to the new overview article: Salesforce integration with Pendo Discover.
March 12, 2014

Salesforce integration with Pendo Discover

New article with informational content about the Salesforce integration with Pendo Discover, including functionality, use cases, how it works, and what the resulting user view.
March 8, 2024

Twilio Segment integration overview

Rewrite of article to reflect functionality with the new Pendo Destination (Actions) in Segment.

February 28, 2024

Set up the two-way HubSpot integration

Added section on upgrading from one-way (legacy) HubSpot integration to the new two-way HubSpot integration.

February 27, 2024 HubSpot integration (legacy) Linked to the new Two-way HubSpot integration with Pendo article for information about pushing data from Pendo to HubSpot.
February 27, 2024

Data Sync export handling

Updated changes to Export manifest code.

February 27, 2024

Overview of Pendo Data Sync

Added information about how far back historical exports go in Data Sync

February 7, 2024

Tray.io connector

Updated contents, structure, and style.

February 7, 2024

Set up the two-way HubSpot integration

Clarified what happens when there are multiple HubSpot contacts and companies, and expanded description for Latest NPS response.

February 6, 2024

Pendo public IP addresses

New article listing Pendo's public IP addresses, grouped by environment, to use when setting up integrations.

February 6, 2024

Set up the two-way HubSpot integration

Two-way HubSpot integration with Pendo

Created separate article with instructions for setting up the two-way HubSpot integration. The original article is now an overview.

January 17, 2024

Two-way HubSpot integration with Pendo

Updated information and instructions in line with UI changes for the transition of the two-way HubSpot integration from beta to general availability.

January 12, 2024

Set up Data Sync with Google Cloud

Set up Data Sync with Microsoft Azure Storage

Set up Data Sync with Amazon S3 using user access keys

Set up Data Sync with Amazon S3 using IAM roles

Updated steps to reflect UI changes in the flow and labels.

January 8, 2024

Troubleshoot the Pendo Salesforce integration

Removed references to Pendo Engage, which was previously separate from Pendo Adopt, and which is now being transformed into a single Pendo platform.

December 15, 2023

Integrate Salesforce with Pendo Discover

Salesforce integration with Pendo

Documented the ability to integrate Salesforce with Pendo Discover on top of the standard Salesforce integration with Pendo.

December 15, 2023

Salesforce integration with Pendo

Set up the Salesforce integration for Pendo

Connect more than one object in Salesforce to Pendo

Removed references to Pendo Engage, which was previously separate from Pendo Adopt, and which is now being transformed into a single Pendo platform.

December 13, 2023

Overview of Pendo Data Sync

Added all the different setup options for Data Sync.

November 28, 2023

Set up Data Sync with Amazon S3 using IAM roles

Added a pre-requisite and clarified that the role name must be pendo_datasync.

November 17, 2023

Set up Data Sync with Google Cloud

Added another permission.

November 15, 2023

Set up Data Sync with Amazon S3 using IAM roles

New article documenting instructions for an alternative way to set up Data Sync with Amazon S3.

November 15, 2023

Set up Data Sync with Amazon S3 using user access keys

Updated article name to be more descriptive of the contents.

November 15, 2023

Set up Data Sync with Google Cloud

Set up Data Sync with Amazon S3 using user access keys

Set up Data Sync with Microsoft Azure Storage

Updated label name for the Pendo UI to Choose destination and clarified that "destination" refers to a cloud storage destination.

November 3, 2023

Set up Data Sync with Google Cloud

Set up Data Sync with Amazon S3

Set up Data Sync with Microsoft Azure Storage

Added relevant permissions for setting up Data Sync for Google Cloud, Amazon S3, and Microsoft Azure Storage.

October 13, 2023

Data Sync export handling

Added file processing section with detail about the avro file size limit.

October 12, 2023

HubSpot integration with Pendo (beta)

New article for the closed beta version of the new two-way HubSpot integration.

October 2, 2023

Display Pendo NPS data in Salesforce

Clarified data type options.

September 20, 2023

Send NPS responses to a Slack channel

Updated instructions to match the current UI, updated the style, added some clarifications, and changed the title of the article.

September 20, 2023

Add Pendo previews to Slack

Added clarifications about what the integration offers and how. Added image and description of the Data Sync process and how it fits in with other tools.

September 20, 2023

Overview of Pendo Data Sync

Added details about tools you can use Pendo Data Sync with.

September 8, 2023

Set up Data Sync with Microsoft Azure Storage

Restructured the steps and added a step for setting up permission. 

August 25, 2023

Integrate Zendesk Chat with Pendo

Integrate Zendesk Help Center with Pendo

Upgrade from the legacy Zendesk Chat integration

Upgrade from the legacy Zendesk Help Center (knowledge base) integration

Updated titles, style, and content of articles to describe Zendesk integration options.

August 25, 2023

Integrate Zendesk messaging with Pendo

Added a note stating that Zendesk messaging supersedes Zendesk Chat and Help Center

August 25, 2023

Overview of Pendo Data Sync

Added information about requirements for using Data Sync and the ability to run test exports.

August 24, 2023

Overview of Pendo Data Sync

New article providing an overview of Data Sync, including how it works, and links to relevant documentation.

August 11, 2023

Add Pendo previews to Slack

Updated instructions to match the current UI, updated the style, and changed the title of the article.

August 11, 2023

Integrate Zendesk messaging with Pendo

New article with instructions for setting up the Zendesk messaging integration with Pendo.

August 7, 2023

Data Sync schema definitions

Added links to Pendo Academy videos for Data Sync.

August 1, 2023

Segment.com integration overview

Pendo for ServiceNow

Updated instructions to reflect new applications functionality in Subscription Settings.

July 27, 2023

Salesforce integration with Pendo Engage

Added more use case examples and included links to corresponding use case articles.
July 27, 2023

Display Pendo NPS data in Salesforce

Merged content from separate articles, updated details and style, and moved the article to the Salesforce integration section.
July 27, 2023

Calculate a Customer Health Score in Salesforce using data from Pendo

Updated article details, style, and structure, and moved the article to the Salesforce integration section.
July 27, 2023

Set up the Salesforce integration for Pendo engage

Added details about syncing with a Salesforce sandbox in the FAQs.
July 20, 2023

Set up the Salesforce integration for Pendo engage

Added guidance on how to check that the mappings for the initial connection are correct. Added links to new troubleshooting content.
July 20, 2023

Troubleshoot the Pendo Engage Salesforce integration

Consolidated troubleshooting content for the Salesforce integration with Pendo Engage into a single article.
July 19, 2023

Set up Data Sync with Google Cloud

Set up Data Sync with Amazon S3

Set up Data Sync with Microsoft Azure Storage

Added information and instructions for rotating credentials, either manually through the Pendo UI, or through the public API endpoint.
July 17, 2023

Set up Data Sync with Google Cloud

Set up Data Sync with Amazon S3

Updated screenshots to reflect changes in the UI.
July 17, 2023 Set up Data Sync with Microsoft Azure Storage New article describing setup for the newly released cloud storage service destination option for Pendo Data Sync.
July 17, 2023 Segment.com integration overview Updated the creation flow for integrating Segment.com through a webhook.
July 14, 2023 Data Sync schema definitions Added detail about how the data manifests if the eventType isn't pollRelease.
July 13, 2023

Set up Data Sync with Google Cloud

Set up Data Sync with Amazon S3

Updated wording to account for other destination options in Data Sync, and restructured the articles to accommodate a Prerequisites section.
July 5, 2023 Salesforce integration with Pendo Feedback Added clarification about auto-syncing, refreshed the style, and replaced images.
July 3, 2023 Salesforce with Pendo Feedback use cases Refreshed the style and changed the title of the article.
July 3, 2023

Connect more than one object in Salesforce to Pendo Engage

New article describing options for connecting more than one object in Salesforce, or pulling and pushing data between Pendo and different Salesforce objects.
June 30, 2023

Set up the Salesforce integration for Pendo Engage

Added screenshots of the setup process.
June 30, 2023

Salesforce integration with Pendo Engage

Added diagrams depicting the push-pull relationship between Salesforce and Pendo.
June 28, 2023

Data Sync export handling

Added sample code for processing exports from Google Cloud Storage (GCS) to BigQuery.
June 23, 2023

Salesforce integration with Pendo Engage

Set up the Salesforce integration for Pendo Engage

Refreshed and updated article content, including adding clarification, fixing the style, restructuring the content, replacing the images, and moving instructional content to a dedicate new article
June 21, 2023 Data Sync export handling

 

Added information about retroactively re-exporting data.

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