HubSpot

Navless HubSpot Integrations

There are 3 Core Integrations with Navless and HubSpot.

1. Lead Forms

2. Engagement Data

3. Scheduling

For all 3 of these you will need to begin by setting up the connection between Navless and HubSpot.

Setting up the Navless & HubSpot Connection

As marketers, we know how valuable Navless engagement data is when it's stitched together with contextual information about leads and prospects within your marketing automation platform (MAP).

🚨 IMPORTANT NOTE: A required step with the integration involves setting up a CNAME record in your DNS so that your demos can be white-labeled (ie. demos.yourcompany.com). This typically involves a developer, IT, or web admin, so we recommend putting in the ticket now. That way you can knock out the necessary steps synchronously and go live quicker.

Setup in the Navless App

Setting up the HubSpot integration is a quick and easy process. The first steps will be completed in your Navless app and the remainder involves configuration with your domain provider.

Step 1: Connect your HubSpot account to Navless

From your integrations page, select Integrations in the left menu and then click Connect to begin the authentication process and connect your HubSpot account to Navless. PLEASE NOTE: A HubSpot SuperAdmin is required to perform the authentication process.

Step 2: Turn on Engagement Activity

Once you've successfully connected your HubSpot account, you'll be redirected back to the Integrations page in the Navless app.

Now, click Manage Integration >> Settings to get to the HubSpot settings page.

In the section labeled Engagement Activity, you'll see a dropdown menu to turn Engagement Activity on or off.

To ensure Navless engagement data is captured and sent to HubSpot, select Engagement Activity ON.

Note: Turning this off will disable all Engagement Activities being captured and sent to HubSpot.

Step 3: Configure your custom subdomain

White Label Your Account & Content

Key Elements of the HubSpot Integration

HubSpot Engagement Activity

This part of the integration pushes activity data from visitors' engagement with your content into your HubSpot account.

🚨 IMPORTANT NOTE: To ensure you're seeing Engagement Activity on a contact record, head to Filter activity on a contact record and select Navless/Tourial under Integrations:

Once data funnels into HubSpot, it'll be tied to a contact record if that contact is already known and exists within HubSpot.

Engagement Data also works for anonymous visitors or people who are not yet contacts in your HubSpot account. Once that visitor converts — either by submitting a form, clicking a tagged email, etc. — their historical engagement data is retroactively pulled into HubSpot (assuming those HubSpot cookies have remained and that visitor did not clear their cookies).

🚨 IMPORTANT NOTE: Be sure you have your HubSpot tracking script added to your website so that visitor tour engagement can be linked to any website forms outside your tour.

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What's next? Check out the Engagement Data visible in your HubSpot account and FAQs!

See how to connect your HubSpot form to Tourial.

Also, take the HubSpot Engagement Tour to see some of the ways you can use Engagement Data to create lists, workflows and influence your lead scoring model.