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 firstname.lastname@example.org 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 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.
Please note that 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 email@example.com for more information.@turtl.co.