Turtl

Connect Turtl with Salesforce to sync lead and engagement data.

CRM - Salesforce

Learn how to capture sign-ups directly into Salesforce from Turtl

Embedding a Salesforce form

Capture leads

Learn how to get Turtl and Salesforce talking to one another

Configuring Your Salesforce Integration

Track the full-funnel impact of Turtl content by connecting revenue metrics from Salesforce.

How to track Turtl influenced pipeline and revenue using Salesforce

Learn how to get Turtl and Salesforce talking to one another.

Identify readers in Turtl analytics

Learn how to get reader-level analytics in Turtl when sending emails with Salesforce

Emailing Lead Capture URLs with Salesforce

Distribute content

Learn how to use Salesforce lead data to personalize Turtl Docs.

Salesforce as a data source

Personalization

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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