SurveyMethods
HubSpot
zapier

An automated workflow using zapier

Connects SurveyMethods + HubSpot

Add contacts in HubSpot for new, complete survey responses in SurveyMethods

About this workflow template

This automation scenario allows you to connect SurveyMethods and HubSpot

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.

SurveyMethods and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Add contacts in HubSpot for new, complete survey responses in SurveyMethods
Workflow diagram: SurveyMethods + HubSpot integration

How it works?

When this trigger fires in SurveyMethods

SurveyMethods

New Response Completed in SurveyMethods

Triggers when a respondent completes a survey response.

Then this action happens in HubSpot

HubSpot

Add Contact to List in HubSpot

Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add contacts in HubSpot for new, complete survey responses in SurveyMethods.

Part I

Configure Applications

First, we need to connect SurveyMethods and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect SurveyMethods to Zapier.

    Connect SurveyMethods to Zapier.

    Give Zapier access to your SurveyMethods account, using SurveyMethods credentials.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot 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 SurveyMethods

    Set up a Trigger action for SurveyMethods

    Choose the following trigger: New Response Completed (Triggers when a respondent completes a survey response.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Add Contact to List (Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between SurveyMethods and HubSpot.

  • Test the workflow and turn it on for production use

    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 Add contacts in HubSpot for new, complete survey responses in SurveyMethods!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • SurveyMethods

    Add contact to email list

    Add a contact to an existing email list in SurveyMethods.

    zapierpipedream
    actionbyzapierpipedream
  • SurveyMethods

    Create email list

    Create a new email list in SurveyMethods.

    zapierpipedream
    actionbyzapierpipedream
  • SurveyMethods

    Send a survey invitation

    Send a survey invitation to an email address.

    zapier
    actionbyzapier
  • SurveyMethods

    New response completed

    Triggers when a respondent completes a survey response.

    zapier
    triggerbyzapier
  • SurveyMethods

    New survey created

    Triggers when a new survey is created.

    zapierpipedream
    triggerbyzapierpipedream
  • SurveyMethods

    New response

    New response

    pipedream
    triggerbypipedream

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

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.