Setting up your Salesforce integration allows you to share data between Salesforce 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. Tell us to enable the integration
Contact your Customer Success Manager or support@turtl.co to get the integration enabled on your accounts.
2. Authorize the integration
Once it's enabled, you'll see an Integrations tab in your account settings.
Click into the Integrations and you will then see a Salesforce tab - this is where you'll need to enter your API user credentials. Follow these Salesforce instructions to set up your API user. Don't forget to add a label to your integration and click save when you're done.
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 Salesforce form within Turtl or opens a lead capture URL sent from Salesforce.
Read our guides below to learn more about these features:
Add an additional Salesforce integration
If you need to add another Salesforce integration just click Add an additional Salesforce 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.