Note: Turtl is unable to capture leads from Salesforce forms. Readers will be displayed as unknown in the known reader section of your Turtl Analytics Dashboard.
You can replace Turtl’s native lead capture form with a Salesforce form. For this to work, you’ll first need to configure the Salesforce form so that it’s compatible with Turtl. This document will take you through each step of the process.
1. Create your form
Begin by creating a new Web-to-lead form in Salesforce as follows. In Setup, navigate to Feature Settings > Marketing > Web-to-lead and click the Create Web-to-Lead Form button:
On the next page, set the fields you wish to capture and enter the below into the Return URL field:
https://app-static.turtl.co/forms/turtl.forms.salesforce.v1.complete.html
Then click the Generate button. You will be presented with a form script as below:
2. Embed your form
2.1 You can insert the form script from the previous step into our Lead form generator and download the HTML file:
2.2 Upload your HTML file to your server to obtain a URL link.
The URL to this file will look something like this:
https://assets.turtl.co/customer-assets/tenant=team/salesforce_template.html,
Note: If you're unsure about steps 2.1 or 2.2, please contact support@turtl.co and provide the generated HTML from the lead form generator.
3. Tell Turtl where to use your form
You can use the URL from step 2.2 to insert it into Turtl as described here.
Note: If this is the first time your company has added a form to Turtl it will not have styling applied. Please contact your Customer Success Manager or support@turtl.co once your form has been added to a Turtl Doc and we will be able to get it styled for you.