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Zapier: Send feedback to Research Hub with Zapier

Connect Zapier to send data from thousands of apps to Research Hub and analyze it alongside your other feedback.

Written by Agnieszka

You can push data from dozens of other web services and make Research Hub a central platform for all customer insights by using Zapier to:

  • send feedback to Research Hub from received data, such as emails, chat conversations, or social media posts,

  • apply automation rules and enjoy automatic feedback collection,

  • connect Research Hub with tools you use daily – choose from thousands of apps.

Connect Survicate with Zapier

Step 1. Navigate to the Hub in your Survicate Panel, and click Data sources at the bottom of the Research Hub sidebar:

Step 2. In the Integrations tab, find Zapier on the list of sources and click Connect:

Step 3. A pop-up window will appear to log in to your Zapier account or create a new account.

Step 4. After logging in, go to App connections in Zapier and click Create connection.

Step 5. Search for Survicate and select it:

Step 6. Paste your Survicate API key and click Connect:

You can find API Key in your Settings ➡️ Access keys.

Step 7. To test the connection, go to App connections in Zapier, click the three dots next to your Survicate connection, and select Test connection:

Create a zap

Once that's done, you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge; you'll be walked step-by-step through the setup. 

Step 1. To send feedback to Research Hub with Zaps, in Triggers, choose a tool from which you'd like to send data and feedback to Survicate.

Step 2. Then, in the Action step, choose Survicate and Send to Research Hub.

Step 3. Create a template based on data from your Trigger.

As you can see, you can send the whole Slack message to Research Hub as feedback, along with additional info, like author and tags.

Using the Research Hub

Now that you have sent data from Zapier to Research Hub, they can be used in your Reports. Once you create a Report, the data can be used to draw conclusions and identify strengths and pain points. The detailed scheme of your report, and its main topics, depend on your project description, provided in the process of creating the project. Once you create a Report, you'll see five tabs:

Report

The report is the main part of the project, as it's created based on the information and criteria you provided while adding a new project. Below, you can see an excerpt of an exemplary project created solely based on feedback sent via Zapier.

The report comes as a draft, which you are free to edit manually or with AI.

💡 Type / in the report to add blocks, such as a chart based on your tracked Insights or a Table of contents. You can also add hyperlinks and images to your report.

Once you're happy with it, click Approve.

You can still edit an approved report later if needed.

You can verify the sources for all the report's conclusions by clicking the purple annotations. This opens Supporting feedback, where you can read the original feedback sent via Zapier behind the conclusion.

Insights

All data you decide to send to the Research Hub from various sources will be presented as pieces of feedback for you to analyze. Feedback is automatically categorized into Insights. Use the filters at the top to switch between Tracked, AI discovered, and Resolved Insights.

You can also add your own Insight with + Add insight:

If you find a specific Insight valuable and you want to know more about it, you can add the Insight to the Tracked list (by clicking the Track button). Once the Insight is moved to Tracked, you'll be able to see a full Summary:

In the second tab (Feedback), you can see specific data this Insight is based on:

Next to the Insight's description, you can also see:

  • Added - the date the Insight was created,

  • Mentions - the number of times a piece of feedback was marked as relevant to this Insight,

  • Last 30 days - how many times this Insight came up across your feedback over the past 30 days.

Feel free to Track, and then Pin, Edit its description, Mark Resolved, or Delete an Insight:

Charts

In the Charts tab, you can create custom charts and dashboards within your Research Project. These charts and dashboards are specific to the feedback and analysis of particular research projects. Click + Add chart to create your first chart. In the creation view, you can choose the chart type, specify the dates you want to include, and add a breakdown to your data. Then click Save widget.

Once you create your first widget, you can add more via the + Add chart button in the upper right-hand corner of the screen:

💡 Column and stacked column charts show trends over time. If you want to analyze totals, use a bar or pie chart. All charts show both numbers and percentages.

You can also add any chart to your report by typing / in the report.

❗ Charts are based on tracked Insights. If your project doesn't have any yet, Track the Insights you want to follow first.

Data

In the Data tab of your Research Project, you can see which feedback the project uses. If the project is based on All feedback, everything you add to Research Hub (survey responses, files, integration imports, and transcripts) is included automatically. Click Filter sources to limit which feedback is taken into account.

If you add more data to your project and want to include it in the report, click Regenerate. The report has to be approved for the Regenerate button to appear.

Regenerating erases your existing report, including any edits, and replaces it with a new version, so you'll be asked to confirm first:

Research Agent

The Research Agent can answer your question based on data from various sources that you used in this Research project.

It can also help with Survicate-related product questions!

To open the Agent, click on Ask Agent in the bottom right corner of your research project in the Hub:

💡 You can select a fragment of the report, and the Agent will focus on this given fragment to answer your question in context.

Setup

In the Setup tab of your Research Project, you can change your project's name. You can also see the project's type, sources, description, and more.

🧠 You can read more about Research Hub, its features, and settings in our main Research Hub article.

📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com

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