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.
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
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.
Notes:
If you send a request without any parameters to the automation URL, it will create a personalization using default values.
If you're using a CRM that's not listed above, you can still achieve this functionality by using our API for personalization, with a bit of custom coding.
#datasources
The personalization engine is protected by US patents.