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.
Categories
SurveyMonkey and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires 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
Creates a new contact or updates an existing contact based on email address.
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
First, we need to connect SurveyMonkey and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SurveyMonkey to Zapier.
Give Zapier access to your SurveyMonkey account, using SurveyMonkey 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 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
Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between SurveyMonkey 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 Update Hubspot contacts from new responses to SurveyMonkey surveys!
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.
Send a survey invitation to one or more contacts and/or emails.
Creates a new contact in your address book.
This Action will add a new contact to the specified list.
Find one of your address book contacts.
Find one of your surveys.
Find a collector for one of your surveys.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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