If you run website surveys and use HubSpot as a CRM, our HubSpot integration allows you to automatically send responses and update fields between the survey and HubSpot. You can effortlessly send survey responses directly to HubSpot, eliminating the need for manual data entry.
Step 1. Create a website survey
1. Create a new survey and choose the Website or in-product surveys type from the menu. You can either set up a survey of your own (start from scratch), select a survey from our templates library (start from template), create a survey with AI, or import questions you prepared before:
2. In the Create tab of the survey, you can add your questions, decide on the design, set up survey logic, and choose the settings you want.
📌 With Survicate, you can target your website survey based on triggers, specific URLs, audience, and frequency.
🎥 Have doubts? Check out our video on how to create a website survey.
Step 2. Identify your respondents
In order for the HubSpot integration to update contact fields with survey responses, you have to identify the respondents - collect their email. The integration will be able to update this contact's properties in HubSpot only if we know who responded to the survey.
To collect and use attributes, you need to paste an additional code right before the regular Survicate tracking code on your website. If you haven't installed the Survicate tracking code yet, check this article to see how.
Here’s an example tracking code with reserved attributes attached:
<script type="text/javascript">
(function(opts) {
opts.traits = {
"email": "Respondent's email",
"first_name": "Respondent's name",
"last_name": "Respondent's last name"
};
})(window._sva = window._sva || {});
</script>
Here’s an example tracking code with reserved and custom attributes:
<script type="text/javascript">
(function(opts) {
opts.traits = {
"email": "Respondent's email",
"first_name": "Respondent's name",
"last_name": "Respondent's last name",
"my_custom_attribute": "Custom attribute value"
};
})(window._sva = window._sva || {});
</script>
❗️Your developer has to modify the code with proper values for it to work correctly. We have prepared developers' documentation, which will be helpful for your team to set it up.
Step 3. Connect HubSpot Integration
1. To enable HubSpot integration, go to the Connect tab of your survey, find, and pick HubSpot from the list of integrations.
2. Click the Connect button to set up the authorization.
3. A pop-up window will appear for you to log in 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.
5. High five! The integration is ready to use. See the features we offer for HubSpot integration under the settings:
💡 With the HubSpot Integration connected to your website survey, you can update contact fields with survey responses or create new prospects with Survicate contact forms.
Step 4. Gather survey responses in your contacts' profiles in HubSpot
High five! Once a respondent answers your website survey and is identified, the integration will update this contact field in their HubSpot profile 🎉
📞 If you have any questions about HubSpot or website surveys - feel free to reach out to our team via chat or email: support@survicate.com.