Integrations

The Integrations hub is the central place to manage everything that connects Navattic to your go-to-market stack. Navigate to Integrations in any product sidebar to open it. The hub has three tabs:

• Connections: View and manage the tools connected to your workspace.
• Playbooks: Build automations that run when visitors match an audience. See Playbooks.
• Audiences: Create and manage saved visitor and account audiences. Audiences are used by playbooks to decide when to run.

​

Connections

The Connections tab shows every integration available for your workspace. Connected tools appear at the top in a Connected section. The rest are grouped by category:

​

Connection states

Each integration card shows one of these states: An orange banner appears on a connected integration when no active playbook sends data through it: “No playbooks are using this connection yet. A playbook decides which visitors get synced. Nothing is sent until you add one.”

​

Connect an integration

Click Learn more on an integration card to open its detail page. Click Connect (or Install for guide-only tools) to start the connection flow. Some integrations require admin credentials for the third-party tool; have those ready before starting. To reconnect a failing integration, open its detail page and click Reconnect.

​

Integration detail page

Each connected integration has a detail page with a persistent connection card showing when the connection was established and who connected it. The detail page has up to three tabs depending on the integration:

• Playbooks: Lists playbooks that use this integration, with a button to create a new one.
• Runs: Shows recent playbook run history for this integration.
• Settings: Manages field mappings, sync direction, and other integration-specific options. Available for Salesforce, HubSpot, Marketo, Pardot, Slack, and Email.

​

Disconnect an integration

Open the integration’s detail page, open the settings or connection card menu, and click Disconnect. A warning shows how many active playbook actions will be deactivated.

​

Next steps