How to integrate Navattic with HubSpot for seamless lead management

If you want to capture leads from your interactive product demos and get them into HubSpot without manual work (or duct-taped Zapier hacks), you’re in the right place. This guide is for anyone responsible for marketing ops, sales ops, or just wrangling the mess of demo-driven leads. We’ll walk through exactly how to hook up Navattic to HubSpot, flag some common tripwires, and call out what actually matters versus what’s just fluff.

Let’s get into it.

Why Bother Integrating Navattic and HubSpot?

If you’re running interactive demos with Navattic, you already know they’re great for showing off your product and qualifying leads. But unless those leads end up in HubSpot — with useful context, not just an email address — your sales team is flying blind.

Here’s what you actually get from a proper integration: - No manual CSV uploads. - Lead data flows instantly into HubSpot. - Demo engagement details show up on the contact record. - You can trigger automations based on real interaction, not just form fills.

Of course, when the integration isn’t set up right, you get duplicates, missing data, or a pile of “test@example.com” leads. That’s what we’re here to avoid.

Step 1: Prep Your Navattic and HubSpot Accounts

Before you touch any settings, make sure you’ve got: - Admin access to both Navattic and HubSpot. - At least one live Navattic demo with a lead capture form. - The right HubSpot subscription (generally, Marketing Hub Professional or higher).

Pro tip: If you’re testing, create a separate “integration test” demo in Navattic and a fake lead in HubSpot. This keeps your real data clean.

Step 2: Connect Navattic to HubSpot

Navattic has a native integration with HubSpot, so you don’t need third-party middleware.

  1. In Navattic:

    • Go to “Integrations” in your Navattic dashboard.
    • Find HubSpot and click “Connect.”
    • You’ll be redirected to HubSpot — log in if prompted.
    • Authorize Navattic to access your HubSpot account. (Navattic only gets permission to create/update contacts and add timeline events, not mess with your entire CRM.)

  2. Pick the right HubSpot account.

    • If you have more than one HubSpot portal, double-check you’re connecting the right one. You’d be surprised how often teams send demo leads to a sandbox by accident.

  3. Save and confirm.

    • You should see a confirmation message in Navattic. If you get an error, check your HubSpot permissions — you need “App Marketplace Access” and “Edit” rights for contacts.

Heads up: This connects ALL Navattic demos to HubSpot. You can fine-tune which demos push leads later, but the initial connection is account-wide.

Step 3: Set Up Lead Capture in Navattic

The integration can’t send leads if you’re not actually collecting them.

  1. Edit your Navattic demo.

    • Add a “Lead Capture” step wherever it makes sense in your flow (usually after a few key screens, when the prospect is invested).
    • Map the fields: at minimum, collect email. But name, company, and job title are all useful if you want better data in HubSpot.

  2. Decide what’s required.

    • Don’t go overboard — more fields means fewer completions. Stick to what sales really needs.

  3. Test the form.

    • Preview the demo and submit a test lead. Use a real-looking email, not “test@test.com,” so you can find it in HubSpot later.

What doesn’t work: Relying on “optional” fields if your sales team actually needs them. Make critical info required, or you’ll just end up chasing down missing details later.

Step 4: Configure Field Mapping

Here’s the part where most integrations go sideways: field mapping.

  1. In Navattic:

    • Go to the HubSpot integration settings.
    • Map each Navattic form field to its matching HubSpot property.
      • Example: Navattic’s “Work Email” → HubSpot’s “Email”
      • Navattic’s “Company” → HubSpot’s “Company Name”

  2. Custom fields:

    • If you want to capture something specific (like “Demo Interest Area”), create a custom property in HubSpot before mapping it in Navattic.

  3. Check for mismatches.

    • If you map a field to the wrong property, you’ll either lose data or mess up your existing contact records.

What to ignore: Don’t bother mapping fields you’re not actually using in sales or marketing follow-up. Clutter makes everything harder to troubleshoot later.

Step 5: Test the Integration

Never trust an integration that hasn’t been tested end-to-end. Here’s what you should do:

  1. Submit a fresh lead through your Navattic demo.

    • Fill out the form with a unique (but real) email you can access.

  2. Check HubSpot.

    • Look for the new contact.
    • Confirm all mapped fields came through.
    • Look for a timeline event like “Completed Navattic Demo” — this is what sales will see.

  3. Check for duplicates.

    • If you see two contacts for the same email, you probably have a mapping issue or conflicting rules in HubSpot.

  4. Test automations.

    • If you’re triggering workflows (like assigning leads or sending follow-up emails), make sure those fire as expected.

If something’s broken: Double-check your field mappings, and make sure you didn’t connect to a test HubSpot account by accident.

Step 6: Set Up Lead Routing and Notifications (Optional, but Smart)

Now that leads are flowing, make sure they actually get actioned.

  1. Use HubSpot Workflows:

    • Trigger assignment or notifications when a contact completes a Navattic demo.
    • Example: “If contact filled out Navattic Demo form, assign to SDR queue.”

  2. Send context to sales:

    • Include details like which demo they completed, what features they interacted with, or their answers to custom questions if you’re capturing them.

  3. Keep it simple:

    • Don’t build a complex Rube Goldberg machine. Start with a basic workflow, see what your team actually uses, and layer on more later.

Step 7: Troubleshooting: What to Do When Things Don’t Work

Even with native integrations, stuff goes sideways. Here’s what actually fixes most issues:

  • No leads showing up in HubSpot?

    • Double-check you’re collecting emails in Navattic.
    • Make sure you connected the right HubSpot account.
    • Look for error logs in Navattic — sometimes permissions expire.

  • Field values not mapping?

    • Revisit your field mapping settings.
    • Make sure field types match (e.g., text to text, not text to dropdown).

  • Duplicate contacts?

    • See if HubSpot deduplication is set up (usually based on email).
    • Make sure you’re not collecting personal and work emails in separate fields.

  • Demo activity not showing on timeline?

    • Some timeline events can take a few minutes to sync.
    • Make sure you’ve enabled timeline events in the integration settings.

Still stuck? Navattic support is actually responsive. Screenshot your settings and send them a note — don’t waste hours on Stack Overflow.

What’s Worth Doing — and What Isn’t

  • Worth it: Getting demo activity into HubSpot so sales can see who’s actually interested.
  • Worth it: Keeping your lead forms short and your integrations simple.
  • Not worth it: Trying to track every single click or overengineering lead scoring on day one.
  • Not worth it: Worrying about “advanced analytics” if you’re not even following up on demo leads yet.

Wrapping Up: Keep It Simple, Iterate Fast

Integrating Navattic and HubSpot isn’t rocket science, but the devil’s in the details. Start with the basics: collect good lead info, map it cleanly, make sure your sales team sees it. Test before you roll it out. Don’t try to automate everything from the start — just get leads flowing, then improve as you go.

Most teams trip up by overcomplicating things or skipping the testing step. If you keep it straightforward, you’ll be in a better spot than most. Good luck — and don’t hesitate to revisit your setup as your process evolves.