Turtl and Pardot can share data to provide features such as individual reader profiles.
1. Get us to enable the integration on your account.
Send a message to email@example.com or your Customer Success Manager to have us enable the integration.
2. Find your Pardot API authentication details
You will probably want to make a separate user within your Pardot instance for your API connections. Please speak to your Pardot Account Manager if you are unsure how to do this.
Log into Salesforce using the same account you use to log into Pardot
Go to Setup > Pardot > Pardot Account Setup
You may have multiple Pardot business units. Use the Business Unit ID of the one you want to connect with.
3. Enter your information
Once the integration has been enabled you will be able to see a "Manage integrations" option under your account. To view this click on the dropdown on the top left next to your name.
Give your integration a label, enter the information collected in step 2 and click the Authorize turtl to access Pardot via Oauth button, then hit Save.
4. Start tracking leads from forms and personalised URLs
You'll now be able to review the individual reading journeys of anyone who fills in a Pardot form within Turtl or opens a personalised URL sent from Pardot.
Read our guides below to learn more about these features:
Add an additional Pardot integration
If you need to add another Pardot integration just click Add an additional Pardot integration and follow the instructions in steps 2 & 3 again.
If you would like your integration to be assigned to a particular workspace then get in touch with your Customer Success Manager or contact via the live chat or email firstname.lastname@example.org.