Integrating SurveySparrow With HubSpot

Capture new leads, map survey data and incorporate feedback surveys into marketing campaigns.

 

 

The HubSpot integration with SurveySparrow enables users to capture new leads, map survey data and incorporate feedback surveys into marketing campaigns - all under a single roof!

This integration is useful for the following cases:

  • Enrich leads to improve data quality.

  • Trigger CSAT or NPS surveys to customers and map the scores to your HubSpot account.

  • Import HubSpot contacts to your SurveySparrow account, send surveys to them and map the responses back to your HubSpot account.

  • If you’re integrated with an online ticketing software, you can trigger surveys to the requesters, and map the responses back to HubSpot.

Let’s see how this works:

  1. Create a survey or choose one from templates and customize it as per your requirements.

  2. On your Survey Builder, click on the INTEGRATE tab.

     

     

  3. From the list of integrations, select HubSpot and enable the toggle button.

     

     

  4. Sign in to your HubSpot account to complete the integration process

 

 

Generate Leads in HubSpot directly from the Survey Responses

5. Create a Lead Generation Survey or choose one from templates and customize it according to your preferences.

6. Once you enable the integration, navigate to the HubSpot Integration tab, choose the type of the field(s), the relevant question(s), and the HubSpot property(s) to which you want the survey responses to be mapped.

7. Here, the survey responses are mapped to the three HubSpot Fields - First Name, Email and Phone Number.

Note: Email field should be mapped to at least one survey question.

 

 

8. Click on Save to complete the process.

9. Now whenever a user completes the Lead Generation Survey, the survey responses will be automatically mapped to the corresponding HubSpot fields

 

 

Track CSAT/NPS score and Map it to the HubSpot Fields

10. To track the CSAT/NPS score, first, create a CSAT/NPS survey of your choice.

 

 

11. Then create a custom property(s) in your HubSpot account by navigating to Settings > Properties > Create a property.

 

 

 

 

12. Here the custom property is h_CSAT_Score for CSAT score and h_CSAT_Feedback for CSAT feedback.

13. Choose the type of the field(s), the relevant question(s), and the Hubspot property(s) to which you want the survey responses to be mapped.

14. Here, the survey responses are mapped to the two custom properties - h_CSAT_Score and h_CSAT_Feedback, and the mandatory field - Email, of HubSpot.

Note: Email field should be mapped to at least one survey question.

 

 

15. Click on Save to complete the process.

16. Now, whenever the user completes the survey, the corresponding fields are updated on HubSpot based on the survey responses.

 

 

Disable Hubspot Integration with SurveySparrow

17. To disable on an account level, go to Settings -> Apps & Integration -> Disable Hubspot integration.

18. Log into your Hubspot account. Click on the Marketplace icon from the top-right corner. Go to Connected Apps. 

 

19. On the connected Apps page, you can see all the apps that are linked to your Hubspot account. 

20. Select the SurveySparrow account you want to disconnect. Click on the Uninstall action.

21. On the Uninstall popup, type Uninstall, and select Uninstall. 

And that's it! We hope you found this article helpful.

For any technical assistance, please feel free to reach out to us. We're just a chat away.

Try it yourself from the app here

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