Integrations

introduction navattic gathers three types of data to help you assess the performance of your interactive demos engagement data, visitor data, and account data while navattic provides analyze docid\ zqf4tr8 fzqiozuffr1t , we recommend setting up an integration to see the value demos generate for your business in the tools you already use we also recommend installing navattic js docid\ wai87iuk zgdkoy4kn1ef on the website where your demos are presented (i e , your marketing website) to enhance your data collection to get started, navattic supports three types of data demo event data such as view step or start flow, and more this is gathered automatically for your demo to help you understand which demos are most engaging or where visitors are dropping off visitor data such as email, utms, a visitor's last viewed demo step, and more this is gathered for all visitors (both identified and anonymous) and may be sent through playbooks if a visitor is identified account data such as company domain, number of employees, company location, and the demo they engaged with this is provided through a partnership with clearbit continue reading for a summary of each data type and recommended integration setups data types navattic gathers three types of data, which may be sent through integrations 1\ demo event data demo event data includes the actions a user takes within a navattic demo such as viewing a step, starting a new flow, opening or closing a checklist, or clicking a link that navigates to an external url demo engagement data can be tied to anonymous visitors, identified visitors, or identified accounts these integrations can receive and organize visitor data salesforce, hubspot, and marketo receive detailed demo engagement data including view step, start flow, etc that is connected to identified visitors identified accounts ga4, segment, amplitude, adobe analytics, and other events based analytics platforms receive detailed demo engagement data including view step, start flow, etc that is connected to anonymous visitors identified visitors identified accounts slack receives simple demo engagement data (start flow and identified) for identified visitors identified accounts 2\ visitor data this includes individual visitor identification data such as email, name, phone number, company, and other custom fields you may use visitor data enters navattic via any of these identify docid\ yq0zwngdb3xhcxqsrdxpn in summary, these options are a form by navattic, hubspot, or marketo navattic identification variables that are attached to demo share links query strings that are attached to demo share links javascript (requires technical setup) these integrations can receive and organize visitor data salesforce, hubspot, and marketo can create and/or update contacts when visitors are identified in navattic these platforms combine visitor data and demo engagement data to paint a full picture of the visitor's activity within your demo some events based platforms like ga4 and segment can receive visitor identification data, although not all events based platforms will support this slack can send a real time notification to a designated channel when visitors are identified in navattic 3\ account data this includes account level identification data such as company name or industry that occurs if identify docid\ yq0zwngdb3xhcxqsrdxpn is enabled in your workspace when account based engagement is active, navattic will use clearbit reveal to identify anonymous users and clearbit enrichment to enrich firmographic (company) information from identified users (i e if a user fills a form with their email steve jobs\@apple com , navattic will enrich apple ) this helps marketing and sales teams reduce the number of fields they include in a form or remove the form entirely while still seeing the accounts that are most engaged with their demos these integrations can receive and organize account data salesforce and hubspot can create and/or update company accounts when they are identified within navattic these platforms combine account data and demo engagement data to paint a full picture of the account's engagement with your demo some events based platforms like ga4 and segment can receive account identification data, although not all events based platforms will support this slack can send a real time notification to a designated channel when accounts are identified within navattic integration types 1\ direct integrations direct integrations pass the engagement, visitor, and account data that is available within navattic to other tools this lets you view and report on navattic data in the platforms you already use, to track demo roi and guide your outreach strategy some direct integrations require you to identify docid\ yq0zwngdb3xhcxqsrdxpn before integrating while others do not you can identify visitors from your website by installing navattic js docid\ wai87iuk zgdkoy4kn1ef find setup guides for each option below or visit direct integrations docid\ jc7eg rr96awu8zqn4vdg to learn more these options require visitors or accounts to be identified in navattic these options do not require visitors or accounts to be identified in navattic marketo docid\ hq5h2w7n1r1177kx8l gx salesforce docid\ mxgmlpk3givn61bluhbhy hubspot docid\ eyadu4apw qnypckocykm pardot docid\ vgbwfgunqv2uctnab8gno segment docid\ icwmfntk6cpewtjdg6gtz webhook docid\ nlvknszhprjfddpcqiig9 slack docid\ grse jejhjezpxudvnrg6 2\ navattic js for customers who embed demos on a website, we highly recommend using navattic js to enhance your data collection in two ways identify demo visitors previously cookied by your crm (e g , hubspot) instead of needing to use a form send demo events to events based platforms like google analytics how it works navattic demos emit "events" whenever users perform actions viewing a step, starting a flow, clicking a link, etc when your demo is embedded on a landing page, this integration lets you send those events to any platform that can accept them like amplitude, posthog, and mixpanel note your demo needs to be embedded in a landing page in order to use navattic js visit navattic js docid\ wai87iuk zgdkoy4kn1ef for detailed setup steps recommended setups while there are many possible integrations, this section is a good starting point for some of the most common setups for marketing, sales, and product use cases use this to determine the recommended starting point for your use case and reach out to success\@navattic com if you have any questions 1\ with identified visitors scenario a i'm using navattic demos to create new leads in this case, you likely want to first identify contacts in navattic and then send data to the corresponding places you can mix and match between the two columns below we recommend embedding your demo on a landing page for this use case 1\ i have identified visitors 2 i want to see my data in you can identify demo visitors by using a identify docid\ yq0zwngdb3xhcxqsrdxpn (navattic form or an embed step hubspot or marketo form) or an identify docid\ yq0zwngdb3xhcxqsrdxpn paired with navattic js docid\ wai87iuk zgdkoy4kn1ef analyze docid\ zqf4tr8 fzqiozuffr1t (no additional setup required) salesforce docid\ mxgmlpk3givn61bluhbhy hubspot docid\ eyadu4apw qnypckocykm marketo docid\ hq5h2w7n1r1177kx8l gx slack docid\ grse jejhjezpxudvnrg6 2\ without identified visitors scenario b i want to see how navattic demos impact overall website events and don't need identified visitor information in this case, you do not need to send identified visitor or account data but will want to send demo event data, such as step viewed, flow started, checklist completed, etc , to an events based platform we recommend embedding your demo on a landing page for this use case and installing navattic js docid\ wai87iuk zgdkoy4kn1ef