Integrating HubSpot with SurveySparrow

Connecting SurveySparrow with HubSpot helps you understand and engage customers while also identifying potential leads through their responses. By integrating customer feedback with your marketing and sales efforts, you make smarter decisions and improve customer relationships. 

Through this integration, you can:

• Directly generate leads in HubSpot from your survey responses
• Automate survey triggers based on specific events in HubSpot
• Push and track CX metrics on HubSpot for deeper customer profiling

Now, let’s get started with the integration. 

Setting up HubSpot integration

1. Log in to your SurveySparrow account and click the Settings icon.

2. Under account settings, navigate to Apps and Integrations.

3. From the list of integrations, select HubSpot and turn on the toggle.

4. Once enabled, you’ll be redirected to the below page. Click Sign in to your HubSpot account.

5. Proceed with your HubSpot credentials to complete the integration.

Generating leads in HubSpot directly from the survey responses

1. Create a Lead Generation Survey or choose one from the templates and customize it.

2. In the survey builder, click the Integrate tab.

3. From the list of integrations, turn on the toggle for HubSpot.

4. Turn on the toggle for Sync survey responses to HubSpot.5. Choose the field type and the corresponding field name.

6. Select the HubSpot field to which you want the survey responses to be mapped.7. If desired, choose to add a default value.

Note: This value will be displayed when the respondent skips the question.

8. You can choose to delete the field by clicking on the delete icon.

9. Click Add another field to add more data to HubSpot fields.
Note: Ensure you have email in one of your fields as it is mandatory to be mapped in HubSpot.

10. Click Save to complete the process.

Once saved, the toggle will turn on automatically.

As and when the user completes the Lead Generation Survey, the responses will get mapped to the corresponding HubSpot fields.

Note: Ensure you add surveysparrow.com to your Additional site domains on HubSpot

Triggering surveys when an event happens in HubSpot

Not only can you send the data to HubSpot but also you’ll be able to trigger surveys based on specific events with this HubSpot integration. 

For example, you can automatically send a survey when a new contact is created or a deal is closed. 

1. Navigate to the integration section of your survey.

2. From the list of integrations, turn on the HubSpot toggle.

3. Turn on the toggle for Trigger survey when an event happens in HubSpot.

4. Choose an event to trigger the survey.

5. Select the action associated with the event.

6. Set up conditions to trigger the survey. You can set the conditions in two ways.

Meet all of the conditions

All conditions set here must be met for the survey to trigger.

Click the Field dropdown and select the relevant field.
Choose an Operator from the dropdown
Enter the Value for the condition.
Click Add New to include additional conditions if needed.

Meet any of the conditions

The survey will be triggered if any of the conditions here are met, along with all conditions from the previous section.

Click Add New to set up conditions.
Select the Field, Operator, and Value as before.
Click Add New to add more conditions if needed.

7. Under Pass variables to survey, select the HubSpot fields you want to map to your survey. Choosing to pass variables will help you track and analyze data based on HubSpot properties such as ticket properties.

Configure the survey sending options

Choose from the share type to trigger the survey when an event happens in HubSpot.

Choose the HubSpot field that maps the recipient’s information.

Select a specific share channel created within your SurveySparrow account.
Note: Only the selected share channel will be used to send surveys when conditions are met.
Refer to this article to create a share channel for your survey.

8. Click Save.

9. Once saved, the integration will be live.

Now, whenever a configured event occurs in HubSpot, the survey gets triggered to the customer. 

Tracking CX metrics on the HubSpot Fields

1. To track the CX metrics, create a survey within SurveySparrow.

Note: Ensure one of your questions is in the email format, as Email is a mandatory field in HubSpot.

Mapping the survey responses

1. Click Configure on the top of your CX survey builder.

2. From the list of integrations, turn on the HubSpot toggle.

3. Select Sync survey responses to HubSpot.

4. Choose the field type and its corresponding field.

5. Choose the HubSpot property to which you want the survey responses to be mapped.
Note: You can map the responses to a standard HubSpot property or create a custom property of your choice. Ensure you have Email in one of your fields.

6. Click Save to complete the process.

7. Once saved, the integration will be live.

As a user completes the survey, the responses will get updated on the corresponding HubSpot fields.

Disconnecting HubSpot integration with SurveySparrow

1. Log in to your HubSpot account.

2. Click the Marketplace icon from the top-right corner.

3. Click Connected Apps.

4. On the Connected Apps page, you can find the SurveySparrow account.

5. Click the Actions button.

6. Click Uninstall.

7. Type uninstall and select the same.

Your SurveySparrow account will now be uninstalled from the HubSpot integration.
Note: You can have multiple users within the same SurveySparrow account.

With this HubSpot-SurveySparrow integration, you now have the customer insights to power your marketing efforts and fuel your business success. 

Feel free to reach out to our community if you have any queries.