Indigo Trigger

Naviga · Integration

Enter the order once. Let the systems agree.

The line between a closed deal and an order in Naviga Ad, an invoice in NetSuite, and delivery in Google Ad Manager. The Naviga app for Salesforce where it covers the need, the purpose-built HubSpot integration we run, and built connections where the rules are yours.

Talk through this work All Naviga services

When this is the right engagement

  • A closed-won deal is re-keyed into Naviga Ad by hand
  • Sales and billing report different revenue for the same month
  • Delivery data lives in the ad server and never reaches the order
  • The current integration is a nightly export one person runs
  • The Naviga app for Salesforce is installed and nobody is sure what it syncs

What you get

  • An integration architecture: which system owns which field, in which direction, on what trigger
  • The Naviga app for Salesforce configured and documented where it fits, with its limits written down
  • The HubSpot-to-Naviga Ad connection, on the purpose-built integration between Sales Hub, Service Hub, and Naviga Ad
  • Built integrations on the Naviga APIs for the rules connectors cannot express
  • Error handling, retries, and an alert that reaches a person
  • Reconciliation reports that prove booked, delivered, and billed agree
  • Runbooks and monitoring your admin can operate

How it runs

  1. 01

    Requirements and field ownership

    Which system is the source of truth for each field, and what happens when they disagree.

  2. 02

    Architecture

    App, purpose-built connector, or built from the APIs, chosen per connection and written down with the reason.

  3. 03

    Build

    Configured or coded in source control, with every failure mode given a path to a person.

  4. 04

    Test against real records

    The advertisers, orders, and campaigns that broke the last attempt.

  5. 05

    Deploy and monitor

    Staged rollout, reconciliation on live data, alerts that mean something.

  6. 06

    Handoff

    Runbooks and a walkthrough for your admin or our managed team.

Questions we get

Does the Naviga app for Salesforce cover it?

It covers part of it, and part is often enough. Where it stops, we build. Ad order systems have rules about packages, make-goods, and billing that a generic connector does not know until someone teaches it.

Work and news

Notes from Naviga engagements.

Case studies and announcements from work that runs on Naviga Ad.

Start with the stuck point

What should the order system be doing that it isn’t?

Bring the handoff, the reconciliation, or the make-good that keeps resurfacing. We will tell you whether it is a Naviga problem, a workflow problem, or a systems problem, and what to do about it.

Your message will be sent to the Indigo Trigger team.