April 29, 2024

How can I integrate customer feedback surveys within HubSpot?

Hubspot logo

Step 1: Log in to your HubSpot Account

  • Ensure you have the necessary permissions to add integrations and create forms.

Step 2: Navigate to the HubSpot Marketplace

  • On the main navigation bar, hover over the "More Tools" icon (often represented by three dots).
  • Click on "App Marketplace."

Step 3: Search for Survey Integrations

  • Use the search bar to find survey tools compatible with HubSpot, such as SurveyMonkey or Typeform.
  • Review the various options available and select the one that best fits your needs.

Step 4: Install the Survey Integration

  • Click on the desired survey app.
  • Review its features, ratings, and reviews.
  • Click on the "Install" or "Connect" button to initiate integration.

Step 5: Follow the On-screen Integration Instructions

  • Depending on the chosen survey tool, the steps might vary slightly. Typically, you'll need to:
  • Log in to your survey account.
  • Grant permission for HubSpot to access your survey tool.
  • Follow any setup wizards or guides provided by the survey tool.

Step 6: Create your Customer Feedback Survey

  • Once the integration is complete, navigate to your survey tool (either within HubSpot or via the tool's platform, depending on integration depth).
  • Design your survey, keeping in mind the type of feedback you are looking for.

Step 7: Embed the Survey in HubSpot

  • If the survey tool allows for direct embedding:
  • Copy the survey embed code.
  • Navigate to the HubSpot page or email where you want to place the survey.
  • Use the "Embed Code" module to paste and embed the survey.
  • Alternatively, you might opt to link to the survey in your emails or website rather than embedding it directly.

Step 8: Set Up Automated Feedback Requests

  • Navigate to "Marketing" and then "Email."
  • Create or select an existing email campaign.
  • Incorporate a call-to-action (CTA) prompting recipients to take the survey. This can be an embedded form, a direct link, or a button.

Step 9: Monitor Responses in HubSpot

  • Depending on the depth of the integration, survey responses might be viewable directly in HubSpot.
  • Check your contacts' records to see survey responses or navigate to the survey tool's dashboard for aggregated results.

Step 10: Analyze and Act on the Feedback

  • Use the feedback to identify areas of improvement or satisfaction.
  • Create targeted marketing or support campaigns based on the feedback received.