First Time Setup Guide

Let's prep for launch! Complete the steps below and you'll have laid a great technical foundation for the journey ahead.

1.  Add Triblio Users

2.  Add Triblio Scripts to your web properties

3. Integrate your CRM

Salesforce | HubSpot CRM | Microsoft Dynamics

4. Integrate Your Marketing Automation Platform

Eloqua | HubSpot | Marketo | Pardot

5. Integrate Google Analytics


For reference, here's a video overview of the setup process:

Once you've completed this technical setup, get an overview of how Triblio's various features work. And if you have any questions, don't hesitate to reach out to your Triblio Customer Success Manager!