Forms & Integrations

Connect Turtl with your apps and systems to streamline workflows and generate insights

70 articles

Use single sign-on (SSO) to simplify and secure login for your teams.

How to configure Single Sign-On (SSO)?Find out about the benefits of integrating your Single Sign-On provider with Turtl.

Applying Single Sign-On (SSO) settings to users and Turtl DocsFind out how to apply SSO settings

SSO troubleshootingHaving issues logging in using SSO?

Forms & Lead Capturing

Capture leads directly through your Turtl Docs using form integrations.

Intro to formsLearn about using forms in Turtl to collect reader data._{5 articles}

Third-party form providersConnect external form tools to Turtl for seamless lead data collection._{9 articles}

CRM - General support

General support for integrating CRMs with Turtl.

How to test and troubleshoot lead-capture URLs?Regardless of which CRM you're using, this guide will help prevent and troubleshoot issues with lead resolution via lead-capture URLs

How to troubleshoot third-party lead capture forms?This article explores common issues you may encounter when embedding forms into your Turtl Docs, along with their causes and solutions.

Syncing Turtl Intent Data With Your CRMTurtl’s Intent Data shows how people engage with content and what signals deeper levels of interest

CRM - HubSpot

Integrate HubSpot with Turtl to streamline lead capture and campaign reporting.

Capture leadsLeverage HubSpot lead capture forms on Turtl Docs_{1 article}

Identify readers in Turtl AnalyticsIdentify your Hubspot readers to better understand engagement._{1 article}

Centralize reader engagement dataAggregate your Hubspot data from all your Docs in one place._{1 article}

Distribute contentLearn how to track HubSpot contacts in Turtl analytics._{1 article}

PersonalizationDeliver tailored content experiences to individual readers._{3 articles}

CRM - Marketo

Integrate Marketo with Turtl for marketing automation.

Capture leadsLearn how to capture sign-ups directly into Marketo from Turtl._{1 article}

Identify readers in Turtl analyticsUnderstand how to track individual Marketo leads in your reports._{2 articles}

Centralize reader engagement dataCentralize data from multiple reader journeys in one place._{1 article}

Distribute contentShare Turtl Docs with ease using links, embeds with Marketo._{1 article}

PersonalizationDeliver tailored content experiences to individual readers._{2 articles}

CRM - Salesforce

Connect Turtl with Salesforce to sync lead and engagement data.

Capture leadsLearn how to capture sign-ups directly into Salesforce from Turtl_{1 article}

Identify readers in Turtl analyticsLearn how to get Turtl and Salesforce talking to one another._{1 article}

Distribute contentLearn how to get reader-level analytics in Turtl when sending emails with Salesforce_{1 article}

PersonalizationLearn how to use Salesforce lead data to personalize Turtl Docs._{1 article}

Salesforce Marketing Cloud

Sync Turtl with Salesforce Marketing Cloud to drive targeted campaigns.

Centralize reader engagement dataUsing the Marketing Cloud tracking code to centralize reader engagement data._{1 article}

Identify readers in Turtl analyticsLearn how to capture Salesforce Marketing Cloud readers in Turtl_{1 article}

CRM - Oracle Eloqua

Connect Turtl to Eloqua and enhance campaign tracking and personalization.

Capture leadsLearn how to capture sign-ups directly into Eloqua from Turtl._{1 article}

Identify readers in Turtl analyticsLearn how to get Turtl and Eloqua talking to one another._{1 article}

Distribute contentExplore various ways to distribute your Turtl Docs across multiple channels using Eloqua._{1 article}

Centralize reader engagement dataUsing the Oracle Eloqua tracking to centralize reader engagement data._{1 article}

PersonalizationLearn how to push data from your personalized Docs into Eloqua._{1 article}

Account Engagement (Pardot)

Use Turtl with Pardot to personalize content and analyze reader behavior.

Capture leadsLearn how to capture sign-ups directly into Pardot from Turtl._{1 article}

Identify readers in Turtl analyticsLearn how to get Turtl and Pardot talking to one another._{1 article}

Distribute contentShare your Docs effectively via multiple distribution options using Pardot._{1 article}

Centralize reader engagement dataUsing the Pardot tracking to centralize reader engagement data._{1 article}

CRM - Dotdigital

Connect Turtl with Dotdigital to sync reader engagement.

Capture leadsLearn how to capture sign-ups directly into Dotdigital from Turtl._{1 article}

Identify readers in Turtl analyticsLearn how to get Turtl and Dotdigital (formerly dotMailer) talking to one another._{1 article}

Distribute contentShare your Docs effectively via multiple distribution options using Dotdigital._{1 article}

CRM - Microsoft Dynamics 365

Integrate Microsoft Dynamics 365 with Turtl for synchronized CRM and engagement data.

Capture leadsLearn how to capture sign-ups directly into Microsoft Dynamics 365 from Turtl._{2 articles}

Identify readers in Turtl analyticsUnderstand how to track individual Microsoft Dynamics 365 leads in your reports._{1 article}

PersonalizationDeliver tailored content experiences to individual readers._{1 article}

MA - Act-On

Integrate Turtl with Act-On to streamline your marketing automation workflow.

Capture leadsLearn how to capture sign-ups directly into Act-On from Turtl._{1 article}

Identify readers in Turtl analyticsUnderstand how to track individual Act-On leads in your reports._{1 article}

Force24

Integrate Force24 with Turtl for marketing engagement.

Capture leadsLearn how to capture sign-ups directly into Force24 from Turtl._{1 article}

Identify readers in Turtl AnalyticsLearn how to get Turtl and Force24 talking to one another._{1 article}

Third-party client-side codes

Add custom tracking or code snippets to Turtl Docs.

What third-party client-side scripts can be applied to Turtl Docs?Learn the different types of tracking scripts and pixels that can be applied to your Turtl Docs

Google Analytics 4 tracking code and custom eventsLearn how to set up your GTM to track specific Doc events in GA4

Leadfeeder and TurtlLearn how to set up your Leadfeeder Tracker with your Turtl Doc

Automated export of Turtl data

Set up automated exports to streamline performance tracking and reporting.

How to set up a scheduled data delivery?How to automatically send Turtl data to your external analytics platform

Chatbots

Integrate your chatbot provider with Turtl to engage leads and gather insights.

Why set up an integration with a Chatbot on your Turtl Docs?Learn how chatbots boost engagement and support in Turtl Docs.

Using Drift with TurtlLearn how you can use Drift bots within Turtl to create deeper reader engagement.

Digital Asset Management (DAM)

Manage and organize all your digital assets efficiently within the Turtl platform.

How Turtl works with Digital Asset Management (DAM) tools?Learn how to list Turtl Docs in your DAM tool and use assets from your DAM in Turtl Docs effectively.