Setting up your Pardot integration allows you to share data between Pardot and Turtl to access individual reader insights via the reader dashboard. This guide outlines the steps for setup.
Notes:
CRM integration feature is available on our Professional and Unlimited plans. Please contact support if you want to upgrade your plan.
1. Get us to enable the integration on your account
Send a message to your Customer Success Manager or support@turtl.co to have us enable the integration.
2. Find your Pardot API authentication details
You will probably want to make a separate user within your Pardot instance for your API connections. Please speak to your Pardot Account Manager if you are unsure how to do this.
Log into Salesforce using the same account you use to log into Pardot.
Go to Setup > Pardot > "Pardot Account Setup".
You may have multiple Pardot business units. Use the "Business Unit ID" of the one you want to connect with.
3. Enter your information
Once the integration has been enabled you will be able to see the "Manage integrations" option under your account settings.
Select "Add Additional Pardot Integration"
Give your integration a label, enter the information collected in step 2, and click the "Authorize Turtl to access Pardot via the Oauth" button, then hit Save.
4. Start tracking leads from forms and lead capture URLs
You'll now be able to review the individual reading journeys of anyone who fills in a Pardot form within Turtl or opens a lead capture URL sent from Pardot.
Read our guides below to learn more about these features:
Add an additional Pardot integration
If you need to add another Pardot integration, click "Add an additional Pardot integration" and follow the instructions in steps 2 & 3 again.
Note: Any additional integration will need to be applied to a specific workspace or Doc by our Turtl's technical support team. Contact your CSM or support@turtl.co for more information.