The HubSpot integration lets you automatically import closed tickets into Survicate's Research Hub, where they become part of your AI-generated reports. Combine them with survey responses, call transcripts, and other sources to build multi-source research that stakeholders trust. 🚀
Connect HubSpot to Research Hub
Step 1. Navigate to Hub in your Survicate Panel ➡️ Data Sources ➡️ Integration ➡️ HubSpot ➡️ Connect.
Step 2. 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.
Step 3. After connecting the integration, enable the automatic synchronisation of HubSpot tickets to Research Hub.
You can choose whether to import all tickets or only those from selected categories.
Select one of the options and click Save.
Step 5. You can also decide whether to collect your tickets from the moment of connection or to pass on past tickets as well. Just select a time frame for importing past tickets and click Import.
📌 Only tickets with the status Closed will be imported to Research Hub.
💡 The Last year option will import tickets from the last 365 days.
Using the Research Hub
Now that you have synced HubSpot to Research Hub, your tickets are available as a data source for your Research Projects. Once you create a project and include HubSpot as a source, the tickets will be used to:
surface conclusions,
identify patterns,
generate your report.
Run a project
To put this feedback to work, start a Project. Give it a research question, select this integration as one of your sources, and click New Research Project.
A Research Project is a focused analysis built around a specific research question. You define the question, choose which feedback sources to include, and run the analysis on your terms.
Select HubSpot tickets when setting up a project to let Research Hub synthesize patterns from real customer conversations into your reports.
The report summarizes the key themes from your feedback, with each conclusion linked directly to the source quote.
💡To maximize its effectiveness, combine HubSpot with other sources within the same project, which will strengthen your findings.
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:
If you find a specific Insight specifically 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 reviews this Insight is based on.
Dashboard
In the Dashboard 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 widget. In the creation view, you can choose the chart type, specify the dates you want to include, and add a breakdown to your data.
Once you create your first widget, you can add more via the +Add Chart button in the upper right-hand corner of the screen:
❗ If you want to use the Insights Breakdown, please note that only the tracked insights will be included.
Research Assistant
The Research Assistant can answer your question based on data from various sources that you synced to the Research Hub and used in this Research project.
Data
In the Data tab of your Research Project, you can adjust or add new data sources to the Project. You can connect more integrations, connect selected surveys, add files, or transcriptions.
If you add more data to your project and want to include it in the report, click Regenerate. Please note that a report has to be approved for the Regenerate button to appear:
Setup
In the Setup tab of your Research Project, you can update the project's name, type, sources, description, and more. Please note that making these changes may regenerate the Report and Insights.
🧠 You can read more about Research Hub, its features, and settings in our main Research Hub article.
Troubleshooting
My HubSpot tickets are not visible in Research Hub
Only tickets with the status Closed are imported. Open or in-progress tickets will not appear. Make sure the synchronisation toggle is enabled in the HubSpot integration settings (Hub ➡️ Data Sources ➡️ Integrations ➡️ HubSpot).
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.