Note: CRM integration feature is available on our Professional and Unlimited plans. Please contact support if you want to upgrade your plan.
Setting up your Hubspot integration allows you to share data between Hubspot and Turtl to access individual reader insights via the reader dashboard. This guide outlines the steps for setup.
1. Tell us to enable the integration
Contact your Customer Success Manager or the Support Team at: support@turtl.co to get the integration enabled on your account.
2. Authorize the integration
Once the integration has been enabled you will be able to see the "Manage integrations" option in your user settings.
Go to the Hubspot tab and click "Add your Hubspot integration".
You can then label your integration, click "Connect Hubspot" and follow the on-screen instructions provided by Hubspot (this will redirect you to Hubspot).
If you have multiple Hubspot accounts, Hubspot will ask you which of them you wish to connect to Turtl. See below:
After you select an account, Hubspot will ask you to confirm the integration and list the content Turtl will be able to access in your account.
Once you complete these steps, you will be redirected back to your Hubspot Integration page in Turtl. (You will see that your accounts are now connected).
3. 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 HubSpot form within Turtl or opens a lead capture URL sent from HubSpot.
Read our guides below to learn more about these features:
Add an additional Hubspot integration
If you need to add another Hubspot integration just click "Add an additional Hubspot integration" and follow the instructions in step 2.
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.