Configuring your Account Engagement (Pardot) integration

Learn how to get Turtl and Pardot talking to one another

Maruša Barle avatar
Written by Maruša Barle
Updated over a week ago

Setting up your Pardot integration allows you to share data between Pardot and Turtl to access individual reader insights via the reader dashboard. This guide outlines the steps for setup.

Note: All Teams within the tenant will have access to the available integrations.

1. Get us to enable the integration on your account.

Send a message to your Customer Success Manager or support@turtl.co 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

pardot-business-unit-id.png

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 the "Manage integrations" option under your account settings.

Select "Add Additional Pardot Integration"

Give your integration a label, enter the information collected in step 2 and click the Authorize Turtl to access Pardot via the Oauth button, then hit Save.

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 Pardot form within Turtl or opens a lead capture 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.

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.

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