Survicate and HubSpot integration allows you to:
Send responses to existing or new contact fields in real time;
View survey responses on your HubSpot record pages;
Trigger HubSpot workflows based on survey responses;
Embed Survicate surveys directly in HubSpot emails,
Act upon feedback to prevent churn or boost referrals;
Quickly jump to respondents' HubSpot profiles from the text (open-ended) answers;
Use Survicate contact forms to generate new leads in HubSpot.
Connect HubSpot integration
1. To enable HubSpot integration, go to Integrations ➡️ HubSpot, or to the Connect tab of your survey, find, and click on HubSpot from the list of integrations.
2. Click the purple Connect button to set up the authorization.
3. A pop-up window will appear, asking you to log in or connect to your HubSpot account. If you don't see the pop-up window, you may need to allow pop-ups in your browser - please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.
Select one of the below options:
Next, you'll see this window, where you can click Connect app:
4. High five! 🙌 The integration is connected and ready to use.
While still in the Integrations ➡️ HubSpot tab, you can also choose to sync HubSpot tickets to Insights Hub, or disable/enable matching respondents by HubSpot cookie, apart from their email addresses:
See the features we offer for HubSpot integration under Settings of a survey:
Disconnect HubSpot integration
In Survicate
If you'd like to disconnect the Survicate - HubSpot integration, please go to the integration's Connect tab, and under Options click Disconnect:
In HubSpot
To disconnect Survicate in HubSpot, please go to HubSpot > Data Management > Integrations > Connected Apps and Uninstall Survicate:
📌 Disconnecting the integration will not erase any data already collected and passed between the two tools, but will stop syncing survey responses to HubSpot.
Make sure your respondents are recognized
For the integration to work (send data/update fields), the respondents must be recognized - we have to know who responded in order to send responses to this person's HubSpot profile.
1. Email surveys
To identify the respondents automatically in email surveys, please choose HubSpot as your distribution tool both in the Configure and Share tab of your survey:
This way, if you send your survey via HubSpot marketing emails, we'll automatically pull the respondents' first name, last name, and email.
If you plan to send a survey not via HubSpot marketing emails, but in a one-to-one HubSpot communication, from the contact view in HubSpot, you will need to modify the survey link manually before sending it, to make sure the respondent is identified.
For example, let's say that you send the survey to a customer whose name is Jane, last name Doe, and email address jane.doe@gmail.com.
You should copy the link from the survey's Share tab, and modify it like this before sending it:https://survey.survicate.com/surveyId/?p=hubspot&first_name=Jane&last_name=Doe&email=jane.doe@gmail.com
When sending the survey to the next person, the link should be changed accordingly by filling out their name and email address.
If you send your survey via another tool, you can still identify the respondents by selecting that CRM in the Identify respondents with field above, or with Contact forms. To achieve that, you have to add a contact form question with a required email address field to your survey:
Please note that we'll only update fields for the questions listed after the contact form, so it's recommended that you make the contact form the first question in your survey.
2. Website surveys
To identify the respondents automatically in website surveys, you have to collect the user's
emailas an attribute.You can also use the contact form question, as described above ⬆️
3. Mobile surveys
In order to identify your app users, you will need to pass user traits from your app to Survicate. For the integration to update HubSpot profiles, please pass the
emailattribute to Survicate. You'll find instructions on our website for iOS, Android, and React Native. Once you've passed these traits, you'll be able to see them in your survey answers and export. You'll also be able to filter based on these traits.
4. Intercom Messenger Surveys
If you send Intercom Messenger Surveys via Intercom Messenger to your existing contacts, the responses will be automatically recognized.
Update contact fields with survey responses
You can transfer survey responses to update information about your contacts in HubSpot.
1. Move to the Settings tab of the HubSpot Integration and select Update fields.
2. Select the question you wish to update the fields from. To avoid flooding your HubSpot user profiles with data, we enable you to decide on a question level whether or not to send responses to HubSpot.
❗ Ranking and Matrix questions are not supported for HubSpot integration
3. Select the attribute you want to integrate with from the list or add a new one by writing the name of the new field.
❗️We only support certain types of HubSpot fields.
Please make sure that you want to send survey responses to one of these fields:
multiple choice checkboxes,
dropdown, dropdown (select),
radio,
text field (string).
By default, Survicate is sending the content of an answer as the HubSpot field value, but you can change the label to make it shorter or to fit your data structure - click Edit mapping to modify these values:
📌 Note: For the NPS® question, we send the values mapped based on the response group, like 9-10 Promoters. If you'd like to receive your numeric value, you can enable the Send answers as 0-10 values toggle. To see this option, your connected HubSpot field has to be a Text input field.
4. You can connect more questions to your integration by clicking ➕Connect another question and applying the same steps.
📌 If you are a user of HubSpot Marketing Hub emails, you can start using HubSpot integration right away and the survey link will capture the respondents' data if you selected HubSpot in the Identify respondents with field.
If you chose a different identification method for your respondents, it's also okay.
❗️If you are using other HubSpot plans, please note that sending an email from the contact record view is not sufficient for us to capture the email information due to HubSpot's restriction on personalization tokens. Therefore the integration would not work. In this case, you can use Hubspot Marketing Emails made in the drag&drop editor to ensure that the data is flowing into HubSpot.
💡Tip: If you collect text answer feedback, you can also easily jump to the respondent's HubSpot user profile straight from Survicate. Head to the Analyze tab from the survey dashboard, find the text response, and click the View HubSpot profile button:
View overtime survey responses in your Contact property
If you send survey responses to the same contact property (also from different surveys), you can see how the responses change over time right from HubSpot. To view your previous responses, head on to the Details of the property you are sending responses to:
Here, in property history will be able to see their previous responses:
See Survicate Responses as HubSpot App Cards
With the HubSpot App Cards feature, you can also now:
display a contact's detailed Survicate activity in their profile,
access their response in Survicate with one click from HubSpot,
and send a piece of feedback about the contact to Insights Hub.
Check out this article to learn more about how to set up and use this feature.
Filter by HubSpot data in the Analyze tab of your survey
If you'd like to be able to filter your survey responses by the information about your contacts from HubSpot, you can do it by going to Survey settings ➡️ Integrations, searching for HubSpot, and enabling the Contact data synchronization feature:
You'll be asked to confirm that you want to import the data from HubSpot:
With this feature active, you'll be able to go to the Analyze tab and filter the survey answers by custom attributes defined in the HubSpot profiles of your respondents:
💡 Enabling the Contact data synchronization feature should be done only once for a workspace, and you will then be able to filter the results of all your surveys in this workspace by HubSpot data. The attributes synchronized from HubSpot will also be visible when survey data is exported to a CSV or XLSX file.
Create new prospects with Survicate contact forms
1. To create a contact from Survicate, add a Contact form question to your survey with a required E-mail field.
2. Under the Settings tab of Hubspot Integration, select Create new contacts and select the question you wish to create the new contact from.
3. Enable Create new contacts in HubSpot toggle.
📌 If there are existing contacts with the same email addresses, we'll simply update them instead of creating a new contact.
Send events on survey completion
When you have the Survicate - HubSpot integration connected, we can also show Survicate events in the timeline activity, in the respondents' profiles.
By default, when someone answers a survey, even if they don't fully complete it, in their HubSpot profile, you'll see Survicate activity:
You can choose from the following options on the survey level:
Don’t send responses as timeline events
Send timeline events for all questions (default)
Send timeline events only for questions selected in the Update Fields section (❗️The event will include answers to questions that you have mapped to HubSpot properties in the Update fields section of this survey's HubSpot integration settings.)
Survicate events are switched off by default. If you want to see the event that was created upon survey completion, be sure to click on Filter Activity and then pick Survicate from the list:
Test integration with sample data
Once you have your survey ready and integration set up, you can test it without leaving Survicate - simply click the Test Integration button next to any attribute or tag you've created, and we will create a test user and send question answers in the format you selected.
You can view it by clicking Go to HubSpot:
You will be able to view the newly created user with the activity recorded.
Add Survicate survey modules to your HubSpot campaign
🚀 It's now easier to embed Survicate surveys in your HubSpot email templates.
1. Create an Email/Shareable link survey and choose HubSpot as the tool to identify respondents with.
2. Go to the Share tab of your survey, and in the Launch in an email section, click on Send to HubSpot editor:
❗️ You must be on the Marketing Professional plan or above in HubSpot in order to send survey modules to the editor.
If your HubSpot subscription isn't sufficient, you'll see this message:
3. To confirm that everything worked properly, go to Marketing ➡️ Files and templates ➡️ Design tools in HubSpot to see that your account now has the Survicate survey module.
4. Go to Marketing ➡️ Email to create a new email. Select + More and look for the content named Survicate survey module: your survey's name to drag and drop the Survicate survey directly into your email's body:
5. Now, you can add your survey module directly to your email template.
🔧 If you don't see the module in your HubSpot account, please go to Integrations ➡️ HubSpot ➡️ Connection, and choose the Reauthorize option:
📌 If you already clicked on Send to HubSpot editor but would like to modify your survey's first question, please modify the survey the way you wish, duplicate the survey, and then use the duplicate survey to create a module and collect responses. That's because a module already created will not be overwritten in HubSpot.
Do you have any questions or issues? Go to HubSpot Frequently Asked Questions 🚀
📞 If you have any questions about setting up HubSpot integration - feel free to reach out to our team via chat or email: support@survicate.com.
Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.