Turtl and Salesforce can share data to provide features such as individual reader profiles.
1. Tell us to enable the integration
Contact firstname.lastname@example.org or your Customer Success Manager to get the integration enabled on your accounts.
2. Authorize the integration
Once it's enabled, you'll be able to see an integrations tab when you select your account on the top left of the page.
Click into the Integrations and you will then see a Salesforce tab- this is where you'll need to enter your API user credentials. Follow these Salesforce instructions to set up your API user. Don't forget to click save when you're done.
3. Start tracking leads from forms and personalized URLs
You'll now be able to review the individual reading journeys of anyone who fills in a Salesforce form within Turtl or opens a personalized URL sent from Salesforce.
Read our guides below to learn more about these features: