Notes:
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.
Turtl and Marketo can share data to provide features such as individual reader profiles.
1. Tell us to enable the Integrations Hub
Contact your Customer Success Manager or the Support Team at: support@turtl.co 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. Install the integration
Click on the integration you wish to set up and select the “Install now” button.
4. Find your Client ID and Client Secret
Within the main Marketo menu, navigate to the Admin > Integration > LaunchPoint page. Copy the Client ID and Client Secret values.
5. Find your Endpoint and Identity in the REST API box
Navigate back to the "Admin" page and open the "Web Services" page. Within the REST API section copy the Endpoint and Identity values.
4. Input your details
If the input data is valid, your integration will become active.
5. 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 Marketo form within Turtl or opens a lead capture URL sent from Marketo.
Read our guides below to learn more about these features:
Add an additional Marketo integration
Note: Any additional integration will need to be applied to a specific workspace or Doc by Turtl's technical support team. Contact your CSM or Customer Support for more information.
If you need to add another integration, just click the drop down menu on the top right hand corner of the page.
