Notes:
This CRM integration is available on our Grow AI and Scale AI plans. Please contact support if you want to upgrade your plan.
All Teams within the tenant will have access to the available integrations.
Setting up your Demandbase integration allows you to share data between Demandbase and Turtl to access account insights via the Audience dashboard and use the same data for dynamic personalization.
This guide outlines the steps for setup.
1. Tell us to enable the Integrations Hub
The Integrations Hub is available for everyone on Grow AI and Scale AI plans. Please contact your Customer Success Manager if you want to upgrade.
2. Accessing the Integrations Hub
To access the Integrations Hub, click on "Integrate” on the left hand menu.
The Integrations screen will show all available integrations in a grid layout.
3. Authorize the integration
Click on the integration you wish to set up and select the "Install now" button.
Click on the “Settings” tab and enter your Client-side API Token.
Instructions for generating Demandbase API tokens can be found in the link under the “Instructions” tab or can be found here.
If you want, you can also add the optional server-side API token. Click “Save”.
4. Start tracking leads using Demandbase
You'll now be able to see which companies are engaging with your Turtl content without requiring form fills or personalize content dynamically using Demandbase.
Read our guides below to learn more about these features: