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 ➡️ Integrations ➡️ HubSpot ➡️ Connect.
💡 If HubSpot is already connected to Survicate (for example, for surveys), the HubSpot tile shows View settings instead of Connect. Click it, go to the Settings tab, and continue with Step 3.
Alternatively, go to Integrations in your Survicate Panel, search for HubSpot, and click the HubSpot tile:
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's URL bar, or follow the instructions for Chrome, Firefox, or Safari.
Step 3. After connecting the integration, go to the Settings tab and turn on Automatically synchronize HubSpot tickets to Survicate Research Hub.
Choose Sync all tickets or Sync only tickets with selected categories.
Select one of the options and click Save.
Step 4. 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. To skip past tickets, click Don’t 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, create a Research Project. In the Hub, click + New research project and go through the steps: choose the Project type (One-Time Analysis or Continuous Monitoring), set the Data scope to Selected feedback, and pick the Time period. In Source filters, go to the Integrations tab and select HubSpot. Then add optional Data filters, describe your project's goal in Description, and click Run Research.
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 Selection summary on the right shows how many items from HubSpot will be included in your project:
The report summarizes the key themes from your feedback. 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 tickets behind the conclusion. Use Previous and Next to move through all the supporting feedback pieces.
💡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. 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 tickets 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.
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 synchronization 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.