HubSpot
Your Navattic demo must use one of these Visitor or Account identification methods to use this integration.
The HubSpot integration is used to:
- Create or update HubSpot Contacts with Navattic Visitor and Engagement data
- Create and update HubSpot Companies with Navattic Account and Engagement data.
Once the data is available in HubSpot, HubSpot dashboards and reports can be created to answer questions like:
- Which demos generate the most leads?
- What % of leads originating from Navattic later convert to MQLs, and onwards?
- Which steps in my demo are most visitors dropping off at?
Use this interactive demo or the written steps below to set up your integration.
Navattic uses OAuth to connect with HubSpot. Visit app.navattic.com > Playbooks > Integrations > HubSpot > Manage > Connect > Log into your HubSpot account. Click Save and Navattic will verify that your connection is complete.
Field mapping allows you to control which pieces of Navattic's data go where. To set up field mapping, go to the "Configuration" tab of your HubSpot integration. Open the "Field Mapping" dropdown, and start mapping fields.
Fields on the left are Navattic data, and fields on the right are destinations within your HubSpot instance. Navattic uses HubSpot Contact Properties as data destinations.
Once your HubSpot integration is fully set up, visit Playbooks in your Workspace to start pushing data into HubSpot. You can use a Template or create your own Playbook.
There are three separate HubSpot Actions that you can set up: Sync contact, Timeline events, Sync Account.
A Playbook consists of Audiences and Actions. You can use one of the default Audiences or you can create your own. If you create your own, remember to add new demos to the Audience if you are choosing to filter by specific demos.
Once the Playbook is set up, run a quick test to ensure this test data populates in HubSpot. To run a test, click the three dots next to the Save button > Test run.
Try a demo to see how Navattic-created Contacts appear in HubSpot.
- Once connected, Navattic will send email (required) and all of the selected mapped fields to your HubSpot CRM.
- These Contacts will be identifiable by the property Original source 2 is Navattic.
Now you can use HubSpot dashboards to visualize your demo engagment data! We recommend creating this HubSpot dashboard to see demo views, step views, conversions, and the number of Contacts created by each demo.
Tip: You can also create HubSpot sequences to further engage users based on Navattic activity. The HubSpot Knowledge Base contains more information on creating dashboards, reports, and sequences.