Note: Personalization is available only to customers with this feature enabled. If you’re interested in setting up Personalization on your account, reach out to your CSM or contact support@turtl.co.

Data Sources are used to pull data from external systems into personalization forms and push these personalizations back into the CRM. Learn more about data sources here.

This article will explain how to configure your Hubspot integration to automate personalizations in the following steps:

  1. Request to enable Turtl API

  2. Setup Turtl for automation

  3. Prepare a Turtl Doc for personalization

  4. Create a Hubspot workflow

  5. Create a second Hubspot workflow

Let’s start by looking at a basic use case, where a visitor submits a form on your landing page. This prompts the generation of a personalized Turtl Doc and this Doc gets sent to the person via email.

1. Request to enable Turtl API

Contact your Customer Success Manager or support@turtl.co to get the Turtl API enabled on your account.


2. Setup Turtl for automation

Navigate to your Hubspot integration in Turtl and confirm that it is working properly. Be sure that the correct Hubspot instance is connected.

Once this setup process is completed, you should be able to see Turtl Personalized Docs as a new type of custom object in your HubSpot account:


3. Prepare a Turtl Doc for personalization

3.1 Navigate to the Doc you’d like to set up for personalization. In this example, we will create a personalization form that has three tokens: firstName, lastName, and company. These tokens will be added to single-line fields. Click here for more information on personalization form fields.

For each personalization field, you will need to configure the ‘Prefill Value’ so that it is mapped to the Hubspot property you would like personalized in your Doc.

To do this, select the lightning icon next to the Prefill Value field:

Here you will be prompted to select the CRM to extract data from. Select Hubspot and then choose the Hubspot property to map to your personalization field. For example, I will map the First Name property to the firstName field, the Last name property to the lastName field, and the Company property to the company field:

Once the property is selected, it is recommended to add a contact Id from your Hubspot database in order to test that the property is successfully configured. Follow this article to learn more about how to extract the contact Id from Hubspot.

When the contact Id is added you will be able to see the property value appear in the field below:

Finally, select OK to save the changes.

3.2 Once both the personalization form and Doc are completed, publish your Doc and click the Share button.

Within the share options, select the API tab and note the automation URL.

Note: Each Doc has a unique automation URL. Follow this article to learn more about automation URLs.


4. Create a HubSpot workflow

4.1 In Hubspot, navigate to ‘Workflows’ and name your workflow. Click on ‘Set up triggers’ on the Actions tab.

In our example, we want to generate a personalization whenever a visitor submits a form on a landing page. To achieve this, check ‘Form submission’ from the list of triggers. Then select a Hubspot form created for this purpose, apply any additional filters, and save.

4.2 Next we will need to add the automation URL noted in step 3.2 to the workflow. Paste the automation URL into the ‘Enter webhook URL’ field. This will let HubSpot know which Doc to personalize when the above trigger happens.

4.3 Select ‘Save’ and publish the workflow.

This process simply means that the workflow is telling HubSpot to create a personalized Doc for the person who submitted the form.


5. Create a second workflow

The trigger of this workflow is the generation of a Turtl Doc. The action that follows is sending an email with a Personalized Turtl Doc to the user who submitted the form.

5.1 First, create an automated Hubspot email to send the personalized Doc to your contacts.

To include the Personalized Doc URL token in the email, select the ‘Personalize’ button and choose ‘Turtl Doc URL’ from the ‘Turtl Personalized Doc’ dropdown.

This token will insert the URL to the Personalized Turtl Doc created for this user. After you finish composing your email, make sure you review and save it.

5.2 Next create your second workflow by clicking on the ‘Create workflow’ button. On the left-hand side, on the ‘Start from scratch’ tab, scroll down and select the ‘Turtl Personalized Doc-based’ option, and select ‘Next’.

5.3 Click on ‘Setup triggers’ and select the ‘Turtl Personalized Doc’ filter.

You can then define which personalization triggers the workflow. You can filter by different fields on the personalized Doc; for example, you can select the Doc ID or Doc URL.

Note: As the Doc URL and title can change, we recommend using the Doc ID, which always remains the same.

5.4 Create a new action to ‘Send email’. Select the email you created in step 5.1 and save.

All done! These two workflows combined should take the user from having completed the form to receiving a Personalized Turtl Doc via email in a matter of minutes.

#datasources

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