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Guide/Sidebar – Integrations FAQ

Documentation

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 ... Read more

Setting Up Live Chat with Slack or Microsoft Teams

Documentation

Navu can establish a live chat conversation between a website visitor and a designated Slack or Teams channel. This document provides the instructions on how to set up live chat. Prerequisite Set up either a Slack or Microsoft Teams integration with Navu. Live Chat Setup Once you have set up ... Read more

Navu Integration for Slack

Documentation

Overview Navu’s integration with Slack enables the following: Setup This document details how to install the Slack integration. This is a prerequisite to setting up live chat. The full live chat setup instructions can be found here. Before enabling this integration, ensure there is a Slack channel in your Slack ... Read more

Navu Integration for HubSpot

Documentation

Overview Navu’s integration with HubSpot enables the exchange of information between the two platforms enhancing the contact/visitor information in both systems. Navu Benefits The integration allows Navu to augment visitor information based on HubSpot data by highlighting the HubSpot contact information in the Navu visitor details. In addition, if the ... Read more

Navu Integration for Salesforce

Documentation

Overview Navu’s integration with Salesforce enables the exchange of information between the two platforms enhancing the contact/visitor information in both systems. Salesforce Benefits Once enabled, this integration will make three fields available to the Contact record in Salesforce. To see these, the Salesforce administrator will need to update the Page ... Read more

Configuring Your Consent Management Platform For Navu

Documentation

It is your responsibility to fulfill your privacy obligations to your website visitors. Navu is a first party cookie and does not track visitors between sites and never shares visitor information with anyone but the website owner.   The steps below explain how to extend consent management from your existing ... Read more