Turtl + MarTech integrations

Integrating Turtl with CRMs, marketing automation tools, and analytics platforms strengthens your tech stack, making your content work harder at every stage of the funnel. With the right integrations, businesses can determine which companies and readers are engaged, in-market, and ready for outreach. Insights can be centralized and automated, ensuring prospects and customers receive the right message at the right time through the right channel. Aligning marketing and sales becomes easier, leading to more predictable processes and better outcomes.

Twenty years ago, businesses managed contacts through spreadsheets or physical address books. Today, nearly every company has a CRM to centralize records, streamline operations, and track interactions. The CRM market is worth over $55 billion, reflecting how essential these platforms have become in modern business.

While CRMs have transformed data management, content has not evolved at the same pace. Many businesses still rely on PDFs and PowerPoints spread across multiple platforms, making it difficult to measure content performance and effectiveness. CRMs provide businesses with structured insights, and content should do the same—providing data that helps refine engagement strategies and match customer expectations throughout their journey.

Turtl’s CRM integration connects customer data with the Turtl Creation Studio, allowing businesses to generate personalized content for every recipient. Every piece of content is on-brand, up-to-date, and backed by analytics that track engagement in real time. Instead of manually creating and sending individual documents, Turtl enables users to generate personalized content at scale in seconds.

Three Steps to Better Lead Tracking

Integrating Turtl with a CRM enhances lead tracking and resolution.

1. Tracking Links: Turtl generates lead tracking links that monitor reader journeys and provide detailed engagement data.
2. Embedded Forms: Custom forms within Turtl Docs capture user information and feed it directly into the CRM.
3. Lead Resolution: Once a Turtl Doc is read, the lead is identified, and their activity is tied to their profile in the CRM, allowing for better follow-up and segmentation.

Marketing automation tools provide value by enabling targeting, automation, analytics, scalability, and engagement. To get the most from these investments, companies need to evolve their approach by delivering personalized, interactive content that keeps audiences engaged.

Turtl’s integration with marketing automation tools ensures that every touchpoint is personalized and optimized for engagement. Personalized content is delivered automatically, saving thousands of hours per year. The analytics gathered go beyond email open rates, tracking engagement at the reader level to provide deeper insights. This approach scales personalization, ensuring every recipient receives content tailored to their needs and interests.

Turtl + HubSpot: Turning Insights into Action

Turtl integrates with HubSpot to enhance lead tracking, capture forms, and content personalization. Businesses using this integration gain the ability to identify known readers and collect individual reader analytics. HubSpot lead capture forms can be embedded directly into Turtl Docs, ensuring seamless data collection. Personalized content can also be automatically generated and distributed at scale.

Turtl’s integration with HubSpot has led to a 115% increase in click-through rates and a 59% increase in content open rates.

Turtl + Marketo: Driving Conversions and Engagement

The integration between Turtl and Marketo enables businesses to gain deeper insights into reader behavior, automate content personalization, and improve lead capture. Businesses using this integration can identify known readers, embed Marketo lead capture forms, and distribute customized content automatically.

By combining Turtl with Marketo, businesses have seen 4x more meetings booked and 10x more subscriptions gained.

How Turtl Analytics Works with Integrations

Turtl’s analytics integration allows businesses to send specific engagement data to external platforms in real-time. This data can inform lead scoring models, improve sales prioritization, and enhance lead nurturing. Businesses can track interactions such as page turns, video views, poll responses, and external link clicks. These insights help refine marketing strategies and drive higher engagement.

Turtl integrates with major platforms such as HubSpot, Salesforce, Marketo, Eloqua, Dotdigital, and Formsite, ensuring that businesses can seamlessly connect content insights with their broader marketing and sales efforts.

By integrating Turtl’s Personalization Engine with MarTech tools, businesses can automate content creation and deliver tailored experiences at scale. Personalization can be applied through batch file uploads, API-driven automation, public-facing interactive prompts, or self-service customization for sales teams. This flexibility allows businesses to personalize content for thousands of recipients while maintaining efficiency and accuracy.

Integrating Turtl with CRMs, marketing automation, and analytics platforms turns static content into a powerful engagement tool. Businesses can improve targeting, streamline automation, and gain deeper insights into reader behavior—all while delivering more personalized, effective content.

To see how Turtl integrations can enhance your marketing and sales processes, explore our full report.