Turtl and Salesforce can share data to provide features such as individual reader profiles.
1. Tell us to enable the integration
Contact email@example.com 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 add a label to your integration and click save when you're done.
3. 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 Salesforce form within Turtl or opens a lead capture URL sent from Salesforce.
Read our guides below to learn more about these features:
Add an additional Salesforce integration
If you need to add another Salesforce integration just click Add an additional Salesforce integration and follow the instructions in step 2.
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 firstname.lastname@example.org for more information.