Notes:
The CRM integration feature is available on our Grow and Scale plans. Please contact support if you want to upgrade your plan.
All Teams within the tenant will have access to the available integrations.
Salesforce can host two different marketing automation systems, Pardot (Account Engagement) and Marketing Cloud, and customers may use either depending on their setup. If you're unsure which one your organization uses, check with your Salesforce administrator. Turtl provides separate guides for each: Configuring your Account Engagement (Pardot) integration and Salesforce Marketing Cloud.
Setting up your Salesforce integration allows you to share data between Salesforce and Turtl to access individual contact insights via the Contact dashboard. This guide outlines the steps for setup.
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.
Follow the additional steps under the "Instructions" tab to configure the integration.
4. Start tracking leads from forms and lead capture URLs
Once your integration is set up, there are two different ways to capture leads, but they behave differently when it comes to identifying readers:
Lead Capture URLs (LCURLs): When you send a reader a personalized lead capture URL from Salesforce, Turtl automatically identifies them as a known reader and lets you review their individual reading journey.
Salesforce forms: You can embed a Salesforce form to capture sign-ups directly into Salesforce. With some additional configuration in Salesforce (a custom field to hold the reader's Turtl ID, and duplicate leads allowed on the Lead object), Turtl can also identify the reader who submits the form, so they appear by name in your Contacts dashboard. Without that configuration, submissions are still captured in Salesforce, but readers will appear as "Unknown".
Note: A Salesforce form only identifies the individual reader once you have added the Turtl reader ID field in Salesforce and allowed duplicate leads. See Embedding a Salesforce form for the full setup.
Read our guides below to learn more about these features:
5. Add an additional Salesforce integration
If you need to add another integration, just click the drop down menu on the top right-hand corner of the page and follow the steps under the "Instructions" tab to configure the integration.
Note: Any additional integration will need to be applied to a specific Workspace or Doc by our technical support team. Contact your CSM or Customer Support for more information.