Field mappings

Field mappings control how visitor and company data from Navattic demos flows into your CRM system. This guide covers setup, available fields, and best practices for HubSpot, Salesforce, Marketo, and Pardot.

How to Configure Field Mappings

Field mappings are configured directly within each integration’s settings:

Navigate to Settings → Integrations in your Navattic workspace
Select your connected CRM integration
Click the Configuration tab
Select Field Mapping from the dropdown menu

Default Field Mappings

Navattic provides standard fields that can be mapped to your CRM. These are organized into Visitor fields (individual contacts) and Company fields (accounts).

Show Visitor fields

Name	Description	Type
Visitor Source	Indicates record came from Navattic	Text
Email	Visitor’s email address	Text
Visitor First Name	First name of the visitor	Text
Visitor Last Name	Last name of the visitor	Text
Last Viewed Flow ID	Navattic’s internal ID for the last flow viewed	Text
Last Viewed Flow Name	Human-readable name of the last flow viewed	Text
Last Viewed Project ID	Navattic’s internal ID for the last demo viewed	Text
Last Viewed Project Name	Human-readable name of the last demo viewed	Text
Last Viewed Step ID	Navattic’s internal ID for the last step viewed	Text
Last Viewed Step Name	Human-readable name of the last step viewed	Text
Last Viewed Step Index	Numerical position of the last step viewed (e.g., “3” for third step)	Text
Session ID	Unique identifier for the demo session	Text
Checklist Name	Name of the checklist being followed (if applicable)	Text
UTM Content	Campaign content parameter from the demo URL	Text
UTM Source	Traffic source parameter from the demo URL (e.g., “email”, “social”)	Text
UTM Medium	Marketing medium parameter from the demo URL (e.g., “cpc”, “organic”)	Text
UTM Campaign	Campaign name parameter from the demo URL	Text
UTM Term	Paid search keyword parameter from the demo URL	Text
UTM Referrer	Referring URL that brought the visitor to the demo	Text
Browser	Visitor’s web browser (e.g., Chrome, Safari, Firefox)	Text
Current URL	Full URL where the demo was viewed	Text
Path	URL path where the demo was viewed (excludes domain)	Text
Screen Width	Visitor’s screen width in pixels	Number
Screen Height	Visitor’s screen height in pixels	Number
Device	Device type (Desktop, Mobile, Tablet)	Text
Operating System	Visitor’s operating system (e.g., Windows, macOS, iOS)	Text

Show Company fields

Name	Description	Type
Company Source	Indicates record came from Navattic	Text
Name	Company name (enriched via Clearbit or form submission)	Text
Last Viewed Flow ID	Navattic’s internal ID for the last flow viewed by anyone at this company	Text
Last Viewed Flow Name	Human-readable name of the last flow viewed by anyone at this company	Text
Last Viewed Project ID	Navattic’s internal ID for the last demo viewed by anyone at this company	Text
Last Viewed Project Name	Human-readable name of the last demo viewed by anyone at this company	Text
Last Viewed Step ID	Navattic’s internal ID for the last step viewed by anyone at this company	Text
Last Viewed Step Name	Human-readable name of the last step viewed by anyone at this company	Text
Last Viewed Step Index	Numerical position of the last step viewed by anyone at this company	Text
Domain	Company’s primary web domain	Text
Description	Company description (from Clearbit enrichment)	Text
LinkedIn URL	Company’s LinkedIn page URL	Text
Employee Count	Number of employees (from Clearbit enrichment)	Text
City	Company headquarters city	Text
State	Company headquarters state/region	Text
Country	Company headquarters country	Text
Postal Code	Company headquarters postal code	Text
Technologies	Comma-separated list of technologies used by the company (from Clearbit)	Text

Custom Form Field Mappings

In addition to default fields, you can map any custom form fields from your Navattic demos:

Create a form in your Navattic demo with custom fields
In field mappings, these custom fields appear automatically
Map each form field to corresponding CRM fields
Form submissions will populate your mapped CRM fields

Best Practices for Form Fields

Keep field names consistent between Navattic and your CRM
Test form mappings with sample submissions
Consider required vs. optional fields in both systems

Next Steps

For integration-specific setup details, see:

Hubspot

Sync engagement data with Hubspot Contacts, and Companies.

Salesforce

Sync engagement data to Salesforce Leads, Contact, and Accounts.

Marketo

Sync engagement data with Marketo programs.

Pardot

Sync engagement data with Pardot leads, accounts, dashboards, and workflows.

Build

For Sellers

Share

Analyze

Tracking

Integrations

Workspace

Help

How to Configure Field Mappings

Default Field Mappings

Custom Form Field Mappings

Best Practices for Form Fields

Next Steps

Hubspot

Salesforce

Marketo

Pardot

Build

For Sellers

Share

Analyze

Tracking

Integrations

Workspace

Help

​How to Configure Field Mappings

​Default Field Mappings

​Custom Form Field Mappings

​Best Practices for Form Fields

​Next Steps

Hubspot

Salesforce

Marketo

Pardot

How to Configure Field Mappings

Default Field Mappings

Custom Form Field Mappings

Best Practices for Form Fields

Next Steps