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 HubSpot integration allows you to share data between HubSpot 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.
If you have multiple HubSpot accounts, HubSpot will ask you which of them you wish to connect to Turtl. See below:
After you select an account, HubSpot will ask you to confirm the integration and list the content Turtl will be able to access in your account.
Once you complete these steps, you will be redirected back to your HubSpot Integration page in Turtl. (You will see that your account is now connected).
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 HubSpot form within Turtl or opens a lead capture URL sent from HubSpot.
Read our guides below to learn more about these features:
5. Add an additional HubSpot integration
If you need to add another integration, just click the drop down menu on the top right hand corner of the page.
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.