Apps HubSpot

HubSpot

HubSpot is an American Developer & Marketer platform that offers full-stack solutions for marketing, sales, and CRM.

HubSpot Survey Integration: Use Cases

HubSpot Integration with SurveySparrow brings together surveys & inbound marketing right under a single roof, opening up a plethora of possibilities. Have a look at what this Hubspot Integration offers you!

Capture Feedback when the Deal is lost

Trigger a feedback survey to your customers once a Deal is lost. Identify customer pain points, reduce churn, and build strong relationships with your customers with HubSpot survey integration.

Customer Satisfaction Surveys

Conduct customer satisfaction surveys and get precise feedback instantly. Hubspot integration with SurveySparrow is very efficient for your sales team to keep a constant check on customer views and requirements. Furthermore, based on the responses they give, trigger personalized emails to your prospects.

Capture New Leads

HubSpot Integration with SurveySparrow makes way to capture new leads and get more knowledge about your contacts. Merge your marketing campaigns with feedback surveys to enhance engagement opportunities and instantly witness the spike in leads captured. Get to know your contacts better and give a top-notch experience for each one of them.

Segment Contacts Based on Survey Responses

Segmenting helps you have a clear view of your contacts. With Hubspot integration, you can divide your prospects based on their exact answers to survey questions. Furthermore, you can keep track of who has completed the survey and who hasn't and send out reminder emails urging them to complete. This will give your sales team a 360-degree view of clients.

Integrate & Automate

With Hubspot Integration, say goodbye to juggling between different software and manually entering survey responses into your database. View your survey responses right within the Hubspot contact database and keep a pulse on customer trends. It is also possible to keep track of which channels your respondents took to respond.

How to set up your HubSpot Survey Integration

SurveySparrow

Connect your SurveySparrow account with HubSpot.

Step 1: After creating your survey, navigate to Integrate > Integrations on your survey dashboard.

Step 2: Select HubSpot from the list of integrations.

Step 3: Sign in to your HubSpot account. You have now successfully enabled the integration.

Step 4: You can map HubSpot fields to your survey questions/variables. This way, details such as email, phone number, etc. can be directly added into your HubSpot account from survey submissions.

Step 5: You can also create your own fields in HubSpot by going to Settings > Properties > Create a property.

Step 6: Click Save, share your survey and test the connection.

Webhooks

A webhook in web development is a method of augmenting or altering the behavior of a web page, or web application, with custom callbacks.

Note: The Deal workflow is currently available in the Professional plan.

Step 1: Navigate to Automation > Workflow and click Create Workflow.

Step 2: Select Deal Based and click Next.

Step 3: Click Set Enrollment Triggers > Choose Trigger > Deal > Deal Stage and choose Closed Lostand save the Trigger.

Step 4: Click Choose Action > Action > Trigger Webhook.

Step 5: Fill in the details.

Step 6: Save and test the Workflow.

Zapier

Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

Trigger - New Survey Submission

Step 1: Choose App and Event - Hubspot and New Deal in Stage

Step 2: Choose Account - Sign in to your Hubspot account

Step 3: Customize Deal - Select Deal Pipeline

Step 4: Select a Deal stage - Closed Lost

Step 5: Find Data - Choose Sample data to Send

Step 6: Test the connection

Action - Share Survey

Step 1: Choose App and Event - SurveySparrow and Choose Survey to Send

Step 2: Choose Account - Sign in to your SurveySparrow account

Step 3: Customize Share Survey:

Step 4: Select a survey from the list

Step 5: Select a share option(In this case, Email share)

Step 6: Select a recipient email ID

Step 7: Pass a custom variable(Example: dealid)(Optional)

Step 8: Test the connection