Supercharge Your HubSpot & Naviga Ecosystem with Indigo Trigger

Indigo Trigger is excited to introduce a world-class integration between Hubspot Sales Hub, Service Hub, and Naviga Ad — purpose-built to solve one of the biggest operational challenges in media: automating the gap between pipeline and order entry.

Whether you're a digital media company, broadcast group, or print organization, this is the ideal integration for any business using Hubspot and Naviga Ad.

What the Integration Delivers

Our solution replaces manual handoffs and disconnected systems with a fully automated, highly transparent workflow:

• 🔄 Automatically generates detailed Naviga orders from Hubspot deals
• 📝 Creates and sends proposals and signed agreements automatically
• 🔐 Enforces rate integrity and contract compliance at the start of the process
• ✅ Captures fulfillment details with dynamic, logic-based "smart forms"
• 🎯 Triggers fulfillment tickets natively within Hubspot
• 📉 Eliminates manual re-keying between CRM and OMS
• 💡 Allows sales reps to work in a single system

Why It Matters

Too often, media companies manage deals in a CRM while ops teams are left manually re-entering deals information into their order management system — a process that introduces delays, errors, and frustration.

This integration fixes that problem by connecting Hubspot and Naviga into one seamless, intelligent pipeline.

Key Benefits:

• ✅ Faster Order Entry — No more duplicate data entry
• ✅ Improved Accuracy — Standardized structure and smart forms reduce errors
• ✅ Shorter Fulfillment Cycles — Automated tickets and workflows keep things moving
• ✅ Greater Visibility — Sales, Ops, and Finance can track everything in real time
• ✅ Simplified User Experience — Reps work in a familiar Hubspot interface

How It Works

Our integration is simple in principle, but powerful in execution.

🔁 Step 1: CRM-to-OMS Mapping

We map Hubspot deal structures directly to Naviga’s product catalog. Line items correspond 1:1 with Naviga products, ensuring clean data from the start.

📝 Step 2: Auto-Generated Contracts

When a deal reaches a defined status, Hubspot generates a standardized contract with embedded terms and triggers a digital signature process — ensuring legal and financial compliance.

📋 Step 3: Smart Fulfillment Forms

Once signed, reps complete a logic-based form inside Hubspot that dynamically requests only the information needed per product line — from targeting data to platform credentials.

🎟️ Step 4: Ticket-Based Fulfillment

Each product line creates a Hubspot ticket, routed through predefined workflows. Ops teams handle fulfillment without manual handoffs or external emails. The entire process is fully visible and trackable.

📤 Step 5: Final Push to Naviga

Once fulfillment is complete, all order details — including metadata and campaign IDs — are pushed into Naviga automatically. No re-keying. No data loss.

A Flexible and Scalable Solution

The architecture behind this integration is designed to scale across teams and platforms. Whether your sales structure includes SMB, mid-market, or agency clients — this solution adapts.

And while this version is tailored for Hubspot and Naviga, the core framework is CRM-

and OMS-agnostic:

• Model can be extended to work with Salesforce and other CRMs
• Expandable to additional OMS or billing platforms
• Supports evolving media workflows and pricing models

Ready to Transform Your HubSpot & Naviga Ecosystem?

Join hundreds of businesses already using Indigo Trigger to automate and scale their Lead-to-Cash ad operations.

Schedule a Demo!