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.
Setting up your Force24 integration allows you to share data between Force24 and Turtl to access individual reader insights via the reader 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
You'll now be able to review the individual reading journeys of anyone who fills in a Force24 form within Turtl or opens a lead capture URL sent from Force24.
Read our guides below to learn more about these features:
5. Add an additional Force24 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 instructions above.
Note: Any additional integration will need to be applied to a specific workspace or Doc by our Turtl's technical support team. Contact support@turtl.co for more information.