Using data from external sources to personalize Docs

Using data from Marketo, HubSpot, Salesforce and query params to personalize Docs

Radovan Vidović avatar
Written by Radovan Vidović
Updated this week

This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan. Please get in touch with your renewals manager or account manager if you are interested.

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 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:

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 opened directly in a browser, representing a GET request in HTTP terms, but it can also be called from your CRM via a POST request.

The difference is technical, as our servers will respond differently to POST requests and send back a JSON response with all the relevant information about the newly created personalization.

#datasources

The personalization engine is protected by US patents.

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