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.
Categories
SurveyMethods and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in SurveyMethods
Triggers when a respondent completes a survey response.
Then this action happens in HubSpot
Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_
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
First, we need to connect SurveyMethods and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SurveyMethods to Zapier.
Give Zapier access to your SurveyMethods account, using SurveyMethods credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Add Contact to List (Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between SurveyMethods and HubSpot.
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!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Add a contact to an existing email list in SurveyMethods.
Create a new email list in SurveyMethods.
Send a survey invitation to an email address.
Triggers when a respondent completes a survey response.
Triggers when a new survey is created.
New response
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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