FAQs/Integrations & tracking/RevSure Navattic Integration Implementation Guide
Integrations & tracking · RevSure FAQs

RevSure Navattic Integration Implementation Guide

1. Log into the tenant

RevSure Navattic Integration Implementation Guide (figure 1)

2. Go to Data Hub

RevSure Navattic Integration Implementation Guide (figure 2)

3. Click "Data Sources"

RevSure Navattic Integration Implementation Guide (figure 3)

4. Click "Add New"

RevSure Navattic Integration Implementation Guide (figure 4)

5. Select Navattic from options

RevSure Navattic Integration Implementation Guide (figure 5)

6. Set the "Connection Name" field.

RevSure Navattic Integration Implementation Guide (figure 6)

7. Set the schedule for the connection

RevSure Navattic Integration Implementation Guide (figure 7)

8. Click "Connect"

RevSure Navattic Integration Implementation Guide (figure 8)

9. Click "Confirm Mapping"

RevSure Navattic Integration Implementation Guide (figure 9)

10. Click "CONFIRM"

RevSure Navattic Integration Implementation Guide (figure 10)

11. Go back to the list of connections, by clicking "EXPLORE DATA HUB"

RevSure Navattic Integration Implementation Guide (figure 11)

12. Select the connection, just created

RevSure Navattic Integration Implementation Guide (figure 12)

13. The Webhook URL is generated and can be set on the Navattic Playbook

RevSure Navattic Integration Implementation Guide (figure 13)

14. On the Navattic Instance, Go to Playbooks and Create Playbook

RevSure Navattic Integration Implementation Guide (figure 14)

15. Select the right audience filter

RevSure Navattic Integration Implementation Guide (figure 15)

16. Under action, Click "Send visitor event to Webhook"

RevSure Navattic Integration Implementation Guide (figure 16)

17. Paste the webhook in the URL Field

RevSure Navattic Integration Implementation Guide (figure 17)

18. Click Save to complete the Playbook Setup

RevSure Navattic Integration Implementation Guide (figure 18)
Related answers
Configure Marketo Integration for Agent WritebackReadConversion TrackingReadHow to Add Objects in RevSure Salesforce Data ConnectionRead
Ready when your stack is

Still stuck? Bring it to the session

A RevSure engineer walks your exact setup on a 30-minute working session.

Book a DemoAll FAQs