This article summarizes important changes to documentation concerning Pendo integrations.
| Date | Articles | Description |
|---|---|---|
| May 13, 2025 | Added a schema definition for session IDs related to web analytics. | |
| April 15, 2025 | Reordered sections. | |
| April 14, 2025 | Added information about empty lists in retroactive processing, updated Page names in definition files, and duplicated event IDs. Reordered sections. Added some clarifications. | |
| March 31, 2025 | Added section in each article describing the ability to manage recurring exports from Pendo. | |
| February 5, 2025 | Updated instructions for navigating to the source management page in Listen, where you can start the process for connecting Salesforce as a feedback source in Listen. | |
| January 9, 2025 | Updated articles to be inclusive of new functionality that allows users to create Jira tickets from a replay clip, open those Jira tickets from the replay itself, and open the replay from the Jira ticket. | |
| January 7, 2025 | Article with instructions for setting up the HubSpot integration for Pendo Orchestrate. | |
| December 16, 2024 | Added information and instructions for choosing join keys to map Pendo visitors to HubSpot contacts and Pendo accounts to HubSpot companies. | |
| December 13, 2024 | Included instructions for adding the Pendo application to Slack. | |
| December 2, 2024 |
Set up Data Sync with Google Cloud Set up Data Sync with Amazon S3 using user access keys |
Added information and instructions for updating your cloud storage destination. |
| November 28, 2024 | Jira integration with Pendo Listen | Updated screenshots to match current UI. Moved instructions for creating, linking, and viewing linked ideas and Jira issues to a dedicated article: Link Jira issues to ideas. Added instructions for removing the link to Jira issues and ideas to that new article. |
| September 23, 2024 |
Articles describing and providing instructions for setting up a new one-way Salesforce integration designed for Pendo customers who use Pendo for their employees on one or more Salesforce applications. |
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| September 20, 2024 | Updated description and flow of the Intercom Chat integration with the Pendo Resource Center. | |
| September 9, 2024 | Updated and renamed section to Get started, describing the first two steps for setting up Data Sync, including settings up and managing destinations, and creating event exports, account metadata exports, and visitor metadata exports. | |
| September 9, 2024 | Data Sync event export handling | Updated the article name and contents to explicitly differentiate event exports from account and visitor exports. |
| September 9, 2024 | Four new sections to include descriptions of avro files that are exported as part of Data Sync account and visitor metadata exports. | |
| September 9, 2024 | Article describing new Data Sync functionality that allows you to send visitor and account metadata directly from Pendo to your cloud storage destination. | |
| August 27, 2024 | Added a section about validating exported data, including information about checking exclude lists, and about aligning timestamps between Data Sync files and data in the Pendo application. | |
| August 20, 2024 | New article describing a use case that involves creating a Google Form for collecting customer feedback and then sending form submissions to Pendo Listen, without having to sign in to Pendo. | |
| August 19, 2024 |
Send Twilio Segment data to Pendo |
New articles summarizing how to use the Pendo Web (Actions) destination to receive Twilio Segment data, how to set up the Pendo source to send Pendo data to Segment, and how to configure the Webhooks (Actions) destination to collect server-side Track Events. |
| August 8, 2024 | Set up the Salesforce integration for Pendo | Updated information about supported data types for a Salesforce integration with Pendo. |
| August 2, 2024 | Webhooks | Added information about how to handle webhook errors in Pendo. |
| July 31, 2024 | Jira integration with Pendo Listen | Updated article to include information about linking Jira issues to ideas, and how this looks in Listen and Jira. |
| July 31, 2024 |
Set up Data Sync with a Pendo-hosted Google Cloud Storage (GCS) destination |
Added article and information about the ability to set up a Pendo-hosted GCS destination for Pendo Data Sync. |
| July 30, 2024 | New article outlining how to send Pendo metadata as part of third-party guide integrations. | |
| June 28, 2024 | Added note about HubSpot custom event limits and about Track Event properties being sent as a custom field. | |
| June 21, 2024 | Updated, renamed, and moved the article to the Salesforce integration section. | |
| June 17, 2024 | Updated, renamed, and moved the article to the Salesforce integration section. | |
| June 13, 2024 | 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 | Added details to some rows in the tables. | |
| June 6, 2024 | 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 | Two new articles that detail the integration between Pendo Listen and Jira. | |
| May 15, 2024 |
Salesforce integration with Pendo |
Replaced references to Pendo Discover with the new product name, Listen. |
| May 15, 2024 | 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 | Added an overview section for the Data Sync ETL process and for creating exports | |
| May 8, 2024 | 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 | Clarified that the Zapier integration only works with visitor reports and account reports. | |
| April 8, 2024 | 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 | 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 | 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 |
Rewrite of article to reflect functionality with the new Pendo Destination (Actions) in Segment. |
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| February 28, 2024 |
Added section on upgrading from one-way (legacy) HubSpot integration to the new two-way HubSpot integration. |
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| 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 |
Updated changes to Export manifest code. |
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| February 27, 2024 |
Added information about how far back historical exports go in Data Sync |
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| February 7, 2024 |
Updated contents, structure, and style. |
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| February 7, 2024 |
Clarified what happens when there are multiple HubSpot contacts and companies, and expanded description for Latest NPS response. |
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| February 6, 2024 |
New article listing Pendo's public IP addresses, grouped by environment, to use when setting up integrations. |
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| February 6, 2024 |
Created separate article with instructions for setting up the two-way HubSpot integration. The original article is now an overview. |
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| January 17, 2024 |
Updated information and instructions in line with UI changes for the transition of the two-way HubSpot integration from beta to general availability. |
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| January 12, 2024 |
Set up Data Sync with Google Cloud Set up Data Sync with Microsoft Azure Storage |
Updated steps to reflect UI changes in the flow and labels. |
| January 8, 2024 |
Removed references to Pendo Engage, which was previously separate from Pendo Adopt, and which is now being transformed into a single Pendo platform. |
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| December 15, 2023 |
Documented the ability to integrate Salesforce with Pendo Discover on top of the standard Salesforce integration with Pendo. |
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| December 15, 2023 |
Salesforce integration with 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 |
Added all the different setup options for Data Sync. |
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| November 28, 2023 |
Added a pre-requisite and clarified that the role name must be pendo_datasync. |
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| November 17, 2023 |
Added another permission. |
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| November 15, 2023 |
New article documenting instructions for an alternative way to set up Data Sync with Amazon S3. |
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| November 15, 2023 |
Updated article name to be more descriptive of the contents. |
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| November 15, 2023 |
Set up Data Sync with Google Cloud |
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 |
Added relevant permissions for setting up Data Sync for Google Cloud, Amazon S3, and Microsoft Azure Storage. |
| October 13, 2023 |
Added file processing section with detail about the avro file size limit. |
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| October 12, 2023 |
New article for the closed beta version of the new two-way HubSpot integration. |
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| October 2, 2023 |
Clarified data type options. |
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| September 20, 2023 |
Updated instructions to match the current UI, updated the style, added some clarifications, and changed the title of the article. |
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| September 20, 2023 |
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. |
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| September 20, 2023 |
Added details about tools you can use Pendo Data Sync with. |
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| September 8, 2023 |
Restructured the steps and added a step for setting up permission. |
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| 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 |
Added a note stating that Zendesk messaging supersedes Zendesk Chat and Help Center |
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| August 25, 2023 |
Added information about requirements for using Data Sync and the ability to run test exports. |
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| August 24, 2023 |
New article providing an overview of Data Sync, including how it works, and links to relevant documentation. |
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| August 11, 2023 |
Updated instructions to match the current UI, updated the style, and changed the title of the article. |
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| August 11, 2023 |
New article with instructions for setting up the Zendesk messaging integration with Pendo. |
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| August 7, 2023 |
Added links to Pendo Academy videos for Data Sync. |
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| August 1, 2023 |
Updated instructions to reflect new applications functionality in Subscription Settings. |
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| July 27, 2023 | Added more use case examples and included links to corresponding use case articles. | |
| July 27, 2023 | 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 | Added details about syncing with a Salesforce sandbox in the FAQs. | |
| July 20, 2023 | Added guidance on how to check that the mappings for the initial connection are correct. Added links to new troubleshooting content. | |
| July 20, 2023 | Consolidated troubleshooting content for the Salesforce integration with Pendo Engage into a single article. | |
| July 19, 2023 |
Set up Data Sync with Google Cloud |
Added information and instructions for rotating credentials, either manually through the Pendo UI, or through the public API endpoint. |
| July 17, 2023 | 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 | 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 | 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 | Added screenshots of the setup process. | |
| June 30, 2023 | Added diagrams depicting the push-pull relationship between Salesforce and Pendo. | |
| June 28, 2023 | Added sample code for processing exports from Google Cloud Storage (GCS) to BigQuery. | |
| June 23, 2023 | 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
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Added information about retroactively re-exporting data. |