SurveyMonkey
HubSpot
zapier

An automated workflow using zapier

Connects SurveyMonkey + HubSpot

Update Hubspot contacts from new responses to SurveyMonkey surveys

About this workflow template

This automation scenario allows you to connect SurveyMonkey 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.

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

Diagram

Update Hubspot contacts from new responses to SurveyMonkey surveys
Workflow diagram: SurveyMonkey + HubSpot integration

How it works?

When this trigger fires in SurveyMonkey

SurveyMonkey

New Response Notification With Answers in SurveyMonkey

Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.

Then this action happens in HubSpot

HubSpot

Create or Update Contact in HubSpot

Creates a new contact or updates an existing contact based on email address.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Update Hubspot contacts from new responses to SurveyMonkey surveys.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect SurveyMonkey to Zapier.

    Connect SurveyMonkey to Zapier.

    Give Zapier access to your SurveyMonkey account, using SurveyMonkey 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 SurveyMonkey

    Set up a Trigger action for SurveyMonkey

    Choose the following trigger: New Response Notification With Answers (Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).

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 SurveyMonkey 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 Update Hubspot contacts from new responses to SurveyMonkey surveys!

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
  • SurveyMonkey

    Send survey

    Send a survey invitation to one or more contacts and/or emails.

    zapierintegrately
    actionbyzapierintegrately
  • SurveyMonkey

    Create contact

    Creates a new contact in your address book.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • SurveyMonkey

    Add new contact to list

    This Action will add a new contact to the specified list.

    ifttt
    actionbyifttt
  • SurveyMonkey

    Find contact

    Find one of your address book contacts.

    zapier
    actionbyzapier
  • SurveyMonkey

    Find survey

    Find one of your surveys.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • SurveyMonkey

    Find collector

    Find a collector for one of your surveys.

    zapierpabbly-connect
    actionbyzapierpabbly-connect

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.