HubSpot

your navattic demo must use one of these visitor or account identification methods to use this integration overview the hubspot integration is used to c reate 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? setup steps use this interactive demo or the written steps below to set up your integration 1 connect with hubspot navattic uses oauth https //developers hubspot com/docs/api/working with oauth to connect with hubspot visit app navattic com https //app navattic com > playbooks > integrations > hubspot > manage > connect > log into your hubspot account click save and navattic will verify that your connection is complete 2 set up field mapping under configuration 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 if you have account based engagement , you will also see the option to set up company field mapping 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 if you are setting up field mappings for contacts, email is a required field 3\ create a playbook once your hubspot integration is fully set up, visit playbooks docid\ lyyvcjvluz5yhqiklak y 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 playbooks docid\ lyyvcjvluz5yhqiklak y 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 4\ run a test 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 5 create hubspot dashboard s to see roi 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 the original source will reflect "offline sources", per hubspot's default conditions 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