Guide/Sidebar – Integrations FAQ

CRM Integrations

Question: What CRMs does Navu integrate with?
Answer: Navu integrates with HubSpot, Salesforce and Marketo with Microsoft Dynamics coming soon. These integrations include direct communication with the CRM itself that allow Navu to augment CRM data with visitor journey and chat conversation information. They also include the ability to leverage information in the visitor’s browser placed there by the CRM, for example reading a HubSpot cookie placed in the visitor’s browser by the HubSpot tracking embed code that provides the visitor’s identity information.

Question: What are the benefits of integrating with a CRM?
Answer: The Navu CRM integrations enable the following:

  • If the Navu Sidebar contact tab is enabled, then the form in the Sidebar contact tab will push information directly into the CRM’s contact record.
  • If the CRM provides information about the current visitor, Navu will leverage this to show enhanced visitor information (typically their identity) in the Navu tracking tab. This information can also be used to build audiences allowing the Sidebar behavior to be personalized based on the CRM visitor information.
  • Navu to add links to the Navu questions and visitor tracking information directly into the contact records in HubSpot and Salesforce.

Question: Where can I learn more about CRM integrations?
Answer: The CRM integrations are detailed here:

  • HubSpot: https://navu.co/navu-integration-for-hubspot/
  • Salesforce: https://navu.co/navu-integration-for-salesforce/

Notifications and Live Chat Integrations

Question: What live chat and notification integration options does Navu support?
Answer: Navu integrates with Microsoft Teams and Slack for notifications and live chat.

Question: Tell me about Navu’s integration with Slack?
Answer: Navu’s integration with Slack enables the following:

  • Navu to establish a live chat conversation between a website visitor and a designated Slack channel.
  • Navu to post detailed alerts about website visitor activity into any Slack channel, including conversions (form fills),
  • Navu to notify any slack channel about a conversion (form fill) in the Navu sidebar.

Question: Tell me about Navu’s integration with Microsoft Teams?
Answer: Navu’s integration with Microsoft Teams enables the following:

  • Navu to establish a live chat conversation between a website visitor and a designated Microsoft Teams channel.

CMS and Landing Page Integrations

Question: What CMSs’ does Navu integrate with?
Answer: Navu integrates with all CMSs and can be installed on any website. Details for installing Navu on any CMS are detailed here, https://navu.co/installing-navu/. Installation consists of adding a few lines of script to the <head> of the website’s pages.

Question: Tell me about Navu’s integration with WordPress?
Answer: Navu integrates with WordPress using a Navu WordPress Plugin. This is detailed here https://navu.co/installing-navu-on-a-wordpress-website/.

Question: Tell me about Navu’s integration with HubSpot as a CMS?
Answer: Navu integrates with the HubSpot CMS via the Navu – HubSpot integration. This allows Navu to pull webpage information from the HubSpot CMS. When enabling the Navu – HubSpot integration, the user can either enable the HubSpot CMS integration, the HubSpot CRM integration or both.

Question: Tell me about Navu’s integration with Landing Page builders such as Instapage, Unbounce, Leadpages, Knak, etc.?
Answer: Navu integrates with all Landing Page builders and can be installed on any Landing Page. Installation consists of adding a few lines of script to the <head> of the Landing Page HTML.

Question: Tell me about Navu’s integration with Marketo Landing Pages?
Answer: Not to be confused with Navu’s integration with Marketo as a marketing platform, the Navu Sidebar can also be installed on any Marketo hosted Landing Page. Details for how to do so can be found here.

Deanonymizer Integrations

Question: What deanonymizers does Navu integrate with?
Answer: Navu currently only leverages HubSpot deanonymization cookies. Navu does not currently integrate with Zoominfo or equivalent deanonymizers. If you are looking for support for account based deanonymization get in touch at [email protected].

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