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.
Why this matters for ABM
Connecting Demandbase to Turtl does more than power the setup steps below. It feeds account-level data into Account Reveal, so you can see which target accounts — and which buying groups within them — are engaging with your content, even when readers stay anonymous. Every Doc you share builds a clearer picture of account intent and buying stage. A few minutes of configuration now means sharper ABM signals every time someone reads.
1. Tell us to enable the Integrations Hub
Contact your Customer Success Manager or Customer Support to get the Integrations Hub enabled on your account.
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 Demandbase tag.
You can find your Demandbase tag in Demandbase under "Settings" > "Demandbase-Wide Settings" > "Tag Configurations". You can also follow the setup steps under the "Instructions" tab.
We strongly recommend also adding the optional server-side token as a fallback to improve identification coverage. Instructions for generating Demandbase API tokens can be found here. 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:
5. Enable buying stage and target data
Once your integration is live, Turtl can also show two extra pieces of Demandbase data against each account it identifies: the account's buying stage, and whether it is one of your target accounts. Neither appears automatically — you need to add two fields to your Demandbase Account Connector first.
What buying stage and target data show you:
Buying stage: Where an account currently sits in its buying journey, for example "Engaged", "MQA", "Opportunity" or "Customer". This comes from the "Journey Stage" field in Demandbase.
Target: Whether the account matches your Ideal Customer Profile (ICP) and counts as a target account. This comes from the "Qualification Score" field in Demandbase.
Set up the Account Connector in Demandbase
In your Demandbase dashboard, go to "Settings" and then "Account Connector", and click "Create New".
Select Turtl from the dropdown, select "Client side", and click "Create".
Click on the newly created integration to view its settings.
Open the three-dot menu and click "Edit".
In the table below, click "Add Field" and add "Journey Stage" and "Qualification Score".
Click "Save".
Repeat steps 1 to 6, this time selecting "Server side" in step 2, so that accounts identified server-side also return this data.
Add API keys to your integration settings
Copy the API key shown for each connector and add it to your Demandbase integration in Turtl under "Integrate" and then "Settings".
