Note: This feature is available if you have purchased the Personalization module and are on our Grow or Scale plans. Please contact support if you want to upgrade your plan.
What are data sources?
Data sources are a way of pulling data from external systems into personalization forms via API. These external systems could either be CRMs like HubSpot, Marketo, Salesforce, or query parameters from the URL.
External CRMs can also create personalized Docs on their own through an automation URL.
Automation URLs
You can access your Turtl Doc's automation URL by clicking on "Share" and copying it from the API tab.
If you can't see it, please contact your Customer Success Manager or reach out to Customer Support at support@turtl.co.
Every Doc has a unique automation URL. Even if you just open the automation URL in a browser, it will create a personalization using only default values.
This automation URL https://team.turtl.co/webhook/5e3992cd3f9b3e44566dad6c
can be used to create personalizations from different data sources:
Query parameters in the URL
HubSpot contact properties
Marketo lead properties
Salesforce lead properties
Note: If you are using other CRMs than those listed, you can achieve this functionality with some coding via our API personalization.
The automation URL can be called from your CRM, MA, or any other service via a POST request.
A callback will be a JSON response with all the relevant information about the newly created personalization.
#datasources
The personalization engine is protected by US patents.