An automated workflow using zapier
Connects HubSpot + AskNicely
Send AskNicely NPS surveys when new contacts are added to a HubSpot list
About this workflow template
This automation scenario allows you to connect HubSpot and AskNicely
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and AskNicely can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Contact in List in HubSpot
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Then this action happens in AskNicely
Add Survey Participant in AskNicely
Add a new survey participant.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send AskNicely NPS surveys when new contacts are added to a HubSpot list.
Part I
Configure Applications
First, we need to connect HubSpot and AskNicely to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect AskNicely to Zapier.
Give Zapier access to your AskNicely account, using AskNicely credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Contact in List (Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.).
Then set up an Action for AskNicely
Choose this action: Add Survey Participant (Add a new survey participant.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and AskNicely.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send AskNicely NPS surveys when new contacts are added to a HubSpot list!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Add survey participant
Add a new survey participant.
actionbyzapierAdd person
Add a person to AskNicely.
actionbyzapierAdd contact
Add contact
actionbypipedreamGet contact
Get contact
actionbypipedreamGet responses
Get responses
actionbypipedreamSend survey
Send survey
actionbypipedream
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
