In the fast-paced business world, knowing your customers inside out is super important. Finding out their preferences or understanding their thoughts on your business can make a big difference to your success. That's where HubSpot CRM and SurveyMonkey come in.
Well, did you know that businesses that collect feedback through surveys experience a 10% increase in customer satisfaction? That's right! By listening to your audience and acting on their feedback, you can foster stronger relationships.
With the HubSpot SurveyMonkey Integration, you can effortlessly send surveys, automate follow-ups, and gain insights into your audience's preferences. So, let's find out how this integration can help you align your goals for business growth!
HubSpot SurveyMonkey Integration: Quick Overview
HubSpot SurveyMonkey Integration helps businesses to gather valuable insights from their customers. With this integration, businesses can create, distribute, and analyze surveys within HubSpot.
This means you can reach out to your contacts in HubSpot and gather feedback without switching platforms. This integration ensures no valuable feedback slips through the cracks.
HubSpot SurveyMonkey integration saves time and provides insights into your audience's satisfaction levels. You can make data-driven decisions by leveraging SurveyMonkey's survey features and HubSpot's CRM capabilities. This helps improve your products, services, and customer experience.
Now, let's explore the key features and understand the steps to use HubSpot SurveyMonkey integration.
Key Features of HubSpot SurveyMonkey Integration
HubSpot SurveyMonkey integration offers the following key features:
Seamless Data Syncing: The integration allows effortless data syncing between HubSpot and SurveyMonkey. This ensures that all survey responses are captured and stored within the HubSpot CRM system.
Automatic Survey Sending: Users can trigger surveys automatically based on specific actions or events within HubSpot. You can set triggers such as a lead reaching a particular stage in the sales pipeline or a customer making a purchase.
Personalization: This HubSpot integration enables the personalization of survey content based on the information stored in HubSpot CRM. This allows for more targeted and relevant survey experiences for respondents.
Lead Qualification: Survey responses can be used to qualify leads within HubSpot, helping marketing teams prioritize and focus their efforts on the most promising prospects.
Reporting and Analytics: The integration provides robust reporting and analytics capabilities within both HubSpot and SurveyMonkey. This allows users to gain insights into survey performance, respondent demographics, and other key metrics.
Workflow Automation: Users can automate various workflow tasks based on survey responses, such as sending follow-up emails or updating contact records in HubSpot.
Getting Started with the Integration
The core features of HubSpot SurveyMonkey integration were quite impressive, weren't they? You may be excited to utilize the integration, so let's dive in!
Pre-requisites for Integration Setup
Before setting up the integration, you must ensure to meet the following criteria:
You must be a super admin or can access HubSpot settings and App Marketplace permission.
You must have a paid SurveyMonkey subscription plan.
To sync surveys collected by email or web link collector, you must have an Advantage or Premier SurveyMonkey subscription plan.
Leveraging HubSpot SurveyMonkey Integration
The HubSpot SurveyMonkey Integration lets you do more than just make surveys. You can also get new leads, send out SurveyMonkey surveys from HubSpot, and monitor survey results.
Ready to dive into what this integration can do? Let's get started following the steps below:
Once the app is installed, log in if you already have an account or create a new account if you are a beginner.
Now, allow HubSpot to access your survey data.
Next, go to your HubSpot dashboard, click Reporting, go to Data Management and click Integrations.
Select SurveyMonkey and enable sync for existing surveys.
If you have just started using SurveyMonkey, click the “Create your first survey on the SurveyMonkey” hyperlink text.
Creating Surveys in SurveyMonkey
To create engaging surveys, follow the steps below:
You will be redirected to SurveyMonkey's dashboard once you click the link to create your first survey on SurveyMonkey.
Here, you can choose the template or create the survey from scratch.
Next, you can design your survey to enhance the visual appeal.
You can refer to the section below to take a brief look at different types of surveys.
Once your survey is organized, you can select the ways to collect your responses. For further steps, refer to the subsequent sections.
Create the Topmost Survey Types
You can create various types of surveys using SurveyMonkey and sync the responses within HubSpot. Some common types of surveys include:
Customer Satisfaction Surveys: You can measure customer satisfaction with your products, services, or overall experience. Customer Satisfaction Survey lets you gather feedback on the likes and dislikes of your customers.
Market Research Surveys: With this survey template, you can conduct market research to understand industry trends, customer preferences, and competitors.
Net Promoter Score (NPS) Surveys: Assess customer loyalty towards your brand, product or service! This survey is based on a simple question that asks respondents how likely they are to recommend a company, product, or service to others.
Lead Generation Surveys: Use this survey to qualify leads and gather information about potential customers. Customize survey questions to capture relevant data for lead scoring and segmentation.
Website Feedback Surveys: Gather feedback from website visitors to understand user experience, usability issues, and content preferences. Identify areas for website optimization and improvement.
Training and Development Surveys: Assess the effectiveness of training programs and workshops. Gather feedback from participants to identify strengths, weaknesses, and opportunities for improvement.
These are some survey types you can create using the HubSpot SurveyMonkey integration.
Depending on your specific goals and objectives, you can customize survey questions and formats to suit your needs.
In addition to HubSpot SurveyMonkey integration, you can also create surveys using HubSpot's survey tool. To learn more about this tool, consider exploring this article on the HubSpot Customer Feedback Survey Tool.
Generate Leads by Syncing Data & Collecting Responses
HubSpot SurveyMonkey Integration allows you to sync customer responses and collect email addresses through surveys. Once you've enabled sync and created your survey in SurveyMonkey, you can start collecting responses and syncing them in HubSpot.
For syncing survey responses in HubSpot, you can include a field to collect emails or automatically gather emails by choosing the collector type in SurveyMoney.
To automatically collect the email address, you can opt for Email invitation collector surveys in SurveyMonkey. This feature collects the email address when a contact clicks the survey link in the SurveyMonkey email. Now, HubSpot will automatically sync the response and generate new contacts.
To collect the email address manually, add an email field in Survey and select the Web link collector. You can copy the URL and send it. Using the responses and email addresses, HubSpot will create new contacts.
Please note: Email invitation collector is available in the paid version of SurveyMonkey. Though web link collector is available in the basic version, but HubSpot will only sync its responses if you are a SurveyMonkey's paid user.
The collected customer responses help you optimize your marketing strategies. While the collected email addresses can keep your records updated and help you generate new leads.
Send SurveyMonkey's Surveys from HubSpot
To send surveys to your HubSpot contacts, follow the steps below:
Head over to Contacts > Contacts.
Select the contacts you wish to send surveys to by selecting the checkboxes.
Next, click the More dropdown menu and select Send SurveyMonkey survey.
A new sidebar will appear; select the Survey and click Send.
This way, you can effortlessly send Surveys from your HubSpot account.
Track Survey Insights within HubSpot
The responses are recorded in the Activities tab on your contact's dashboard. You can check the insights by following the steps below:
Navigate to Contacts > Contacts.
Now, click the contact record to which you've sent your survey.
Go to the Activities tab. Here, you can apply the filter to check the activity related to SurveyMonkey integration by selecting the checkbox.
Once, the filter is applied, you can easily navigate through the survey insights.
Create Active Lists
Follow the below steps to create active lists using customer responses:
Navigate to Contacts and then click Lists.
Click the Create list button located in the top right corner.
Enter the list name, choose the Active list radio button and click next.
Now add filters, choose the SurveyMonkey integration and select your survey.
Once you have applied filters, click Save.
Now, HubSpot will generate a list based on your filters.
Benefits of HubSpot and SurveyMonkey Integration
HubSpot SurveyMonkey Integration offers many benefits that can enhance your marketing efforts. Let's explore its advantages:
Collect valuable insights Within HubSpot, you can use SurveyMonkey surveys to achieve your specific goals. Your goals can include collecting feedback, measuring satisfaction, or conducting market research. This helps you collect valuable insights to understand consumer behaviour.
Automatic data sync The integration ensures seamless data flow between SurveyMonkey and HubSpot CRM. This means that responses collected through surveys are automatically recorded within your CRM. This helps you in crafting personalized and targeted marketing strategies.
Segment contacts based on survey data With survey insights, you can segment your contacts based on their responses. This segmentation enables you to create targeted content and campaigns. It also enhances relevance and engagement, driving better results.
Set up automated workflows in HubSpotAutomated Workflows are a great way to streamline your HubSpot marketing. You can set triggers based on survey responses and create various actions. For example, you can automatically assign tasks to sales reps, send follow-up emails, update contact properties, or enroll contacts in sequences.
Limitations of HubSpot SurveyMonkey Integration
While the HubSpot SurveyMonkey integration offers many benefits, it also has some limitations:
Reporting unavailable: HubSpot SurveyMonkey integration integration can create list filters. However, it does not create reports on surveyed data.
Delayed Syncing: In some cases, there may be delays in syncing survey responses with HubSpot CRM. This delay could impact real-time decision-making and responsiveness to customer feedback.
Limited Survey Creation Features: While SurveyMonkey offers various features, some advanced features are not integrated with HubSpot. This could limit your ability to create customized surveys.
Cost Considerations: To use this integration, you must subscribe to one of SurveyMonkey's paid plans. You can explore the pricing plans in the next sections of this blog.
SurveyMonkey Pricing Plan
SurveyMonkey offers various subscription plans for individual and team members.
While the HubSpot SurveyMonkey Integration stands out as a top choice for survey creation and data syncing, it's worth exploring alternative options due to its limitations.
1. HubSpot SurveySparrow Integration
HubSpot SurveySparrow Integration ensures bidirectional syncing of SurveySparrow audience and HubSpot contacts. This integration automatically adds HubSpot contacts from the customer responses.
SurveySparrow allows you to create professional surveys using built-in templates. Let's explore the core features of this integration.
Key Features:
Creation of CSAT/NPS Surveys: Users can easily create customer satisfaction (CSAT) or Net Promoter Score (NPS) surveys directly within SurveySparrow.
Workflow Automation: Setup workflow rules to define conditions and trigger CSAT/NPS surveys based on specific parameters or events.
Custom Ticket Fields: Users can create custom ticket fields within HubSpot CRM to map the responses collected from the surveys.
Contact Information Collection: Integration allows for creating forms to collect contact information directly from websites. This feature facilitates the gathering of customer details for survey distribution and CRM integration.
Mapping HubSpot Contact Fields: Users can map HubSpot contact fields to SurveySparrow questions or variables. This ensures that the collected survey responses are associated with the contact records in HubSpot CRM.
Automatic Contact Update: Upon completion of the survey, the contact details collected through the form will be automatically reflected in the HubSpot contact records.
Pros
Automatically syncs data between the two platforms
Allows you to set triggers as per your preferences
Easy customization options
Provides valuable insights
Cons
Costlier as compared to other competitors
Limited template optionsÂ
2. HubSpot Survicate Integration
HubSpot's integration with Survicate allows users to gather feedback and insights from their website visitors, leads, and customers. Survicate is a platform that specializes in collecting customer feedback through surveys, forms, and other interactive elements.
Key Features:
Data Collection: Survicate provides various tools for collecting feedback, such as surveys, NPS (Net Promoter Score) forms, contact forms, and more. These can be customized to gather specific information tailored to your needs.
Send email-embedded and link surveys: The integration allows users to distribute surveys via email or through direct links.
Mobile app surveys for iOS and Android: Provides flexibility in survey distribution, allowing users to gather feedback from mobile users as well.
Automatic identification of respondents: Each survey response is linked to the corresponding contact in HubSpot. This facilitates personalized follow-up and engagement.
Customizable survey branding: Users can add their own logo, customize colors, or utilize custom CSS to ensure surveys align with their brand identity.
Respond to negative feedback: Enables users to respond to negative feedback promptly, potentially averting negative reviews and addressing customer concerns effectively.
Pros
Simple integration process
Two-way sync between respondents and contact lists, survey answers and contact properties.Â
Mobile responsive surveysÂ
More than 120 survey templatesÂ
Various tools for collecting feedback
Cons
Inability to segment unsynced data in HubSpot.
Exponential pricing increases with survey responses.
Limited workflow functionality due to single-line text field restriction.
3. HubSpot Survey Kiwi Integration
The HubSpot Survey Kiwi integration allows users to effortlessly design, distribute, and analyze beautiful surveys directly within their HubSpot account. This integration streamlines the process of collecting feedback from customers and prospects.
Through real-time data syncing, it ensures that customer responses are synced with HubSpot contacts. Let's explore the key features of this integration.
Key Features:
One-way data sync: The integration automatically updates your CRM with responses collected from customer surveys.
Beautiful Forms: With Survey Kiwi, you can design beautiful and engaging survey forms and send them through your HubSpot account.
Mobile-friendly Surveys: The surveys designed using this integration are mobile responsive. This allows respondents to participate anytime, anywhere.
Lead Generation: With Survey Kiwi, convert survey respondents into valuable leads, driving business growth effectively.
Customizable Survey Length: Whether you need to design a brief survey or an extensive market research survey, it accommodates your requirements.
Cost-Effective Solution: Survey Kiwi offers competitive pricing plans, making it accessible to businesses of all sizes.
Pros
Automatic sync of customer responses with HubSpot contacts
Engaging and attractive survey templates
Facilitates long-length survey designs
Compatible with all types of businesses
Cons
Allows only one-way data sync
Lesser template options as compared to competitorsÂ
Slow loading time
Survey Time: Ready to Boost Lead Generation?
The integration between HubSpot and SurveyMonkey offers a seamless way to gather customer feedback and improve customer relationships. These valuable insights help marketers to formulate targeted strategies that drive conversions.
Now, we'd love to hear from you! Which features of this integration grabbed your attention? Share your thoughts in the comments.
If you still have queries regarding this integration or wish to explore our HubSpot services further, feel free to contact us.
Frequently Asked Questions
Yes, you can integrate SurveyMonkey with HubSpot. This integration allows you to seamlessly connect your SurveyMonkey surveys with your HubSpot account, enabling you to collect survey responses and data directly into your HubSpot CRM. With this integration, you can better understand your contacts, leads, and customers by incorporating survey data into your marketing, sales, and customer service workflows.
SurveyMonkey offers integrations with a wide range of tools and platforms to streamline data collection, analysis, and action. Some popular integrations include HubSpot, Salesforce, Microsoft Teams, Slack, Google Workspace (formerly G Suite), Microsoft Excel, and Tableau, among others. These integrations allow users to sync survey data with various business systems, collaborate more effectively, and derive deeper insights from their survey responses.
While HubSpot itself doesn't have a built-in survey tool, it does offer integration options with popular survey platforms like SurveyMonkey. This means you can leverage the capabilities of SurveyMonkey to create and distribute surveys, then seamlessly bring the survey data into your HubSpot CRM for analysis and action.
HubSpot offers various integration options, both free and paid, depending on the specific integration and your business needs. Some integrations, like basic connections with popular tools such as SurveyMonkey, may be available at no additional cost. However, for more advanced integration features or deeper levels of connectivity, HubSpot may offer paid integration options or require a subscription to certain tiers of their platform.
Akansha Patidar is an expert in content creation, copywriting, blogging, social media content, and content strategy. She writes clear and engaging content that helps brands connect with their audience. Akansha's passion for writing ensures her work is both creative and effective.
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