Note:
A Salesforce integration will need to be connected and working. Check out our article here for more details
The CRM integration feature is available on our Grow AI and Scale AI plans. Please contact support if you want to upgrade your plan.
Revenue analytics requires individual contact data. Take a look at our article here for more details.
In this article, you’ll learn how to set up the revenue analytics using Salesforce deal data to analyze your content's performance through the lens of revenue data.
Connect your Salesforce account to Turtl
Note: This part is only required if you’re using Salesforce to identify contacts in Turtl analytics.
Go to Integrate > Salesforce.
Enter API user credentials. Utilize the Salesforce Help Center's AI assistant for guidance on setting up your API user.
Click "Save".
For more detailed steps on how to connect and configure this integration, visit this article: Configuring Your Salesforce Integration.
Identify contacts with your CRM connection
We recommend having at least 10 contacts before setting up Revenue Analytics. Ensure you are identifying contacts in Turtl with Salesforce or any of our other available CRM connections.
Check this section of the "How to get individual contact analytics in Turtl" article to learn how to identify and start collecting individual contact analytics using your CRM connection.
Enable deal data syncing
Before configuring your pipeline, please ensure you enable deal data syncing.
In Turtl, go to Integrate
Select Salesforce
Open Settings
Navigate to Prove ROI with revenue data
Turn on Sync deal data and enable revenue analytics
This allows Turtl to pull deal and pipeline data from Salesforce.
Configure your pipeline and deal data
Once deal data syncing is enabled, use the Deal Data Configurator to define how Salesforce deal data is processed. To find your Salesforce pipeline, navigate to the relevant object (like Deals or Tickets) on the main menu, switch to the Board View (grid icon), and use the pipeline dropdown menu to select and view different sales/process stages, or go to Settings > Objects > [Your Object] > Pipelines to manage and customize them
1. Select a Salesforce pipeline
Choose the Salesforce pipeline you want to track.
If your Salesforce account uses multiple pipelines, you can configure them individually.
2. Map deal fields
Show the configuration details to map the relevant Salesforce deal fields to match your data, such as:
Deal value
Close date
Deal owner
These fields are used to calculate revenue, pipeline value, and deal influence.
3. Map deal stages
Map your HubSpot deal stages to the following categories:
Open
Won
Lost
This enables Turtl to track deal progression accurately throughout the pipeline.
4. Filter deals (optional)
Apply filters if you need a more complex setup, such as including only specific deal types or regions.
5. Set currency
Currency is set at the team level and follows your account settings.
6. Review and save
Review the deal table preview at the bottom of the configurator to confirm which data Turtl will process.
Click Save to complete the setup.
Deal data refreshes automatically once per day. After a few minutes, your Salesforce deal data will begin appearing in Revenue Analytics.
Using the Revenue Dashboard
Once setup is complete, go to the Revenue Dashboard to view insights such as:
Revenue and ROI influenced by Turtl content
Deals and pipeline stages impacted by your documents
Hidden opportunities within your pipeline
Which Turtl documents generate the most revenue
You can also use Hatch AI within the dashboard to get tips and recommendations to help grow your revenue impact.