Give a low score an owner
When a detractor writes in, create a task for the contact’s owner with what they said, due in two days. The follow-up lands in their HubSpot tasks, next to everything else they own.
Put survey answers on the HubSpot contact.
Connect HubSpot, and a completed survey can update the contact’s properties, add a note, or create a task or a ticket. Sign in to HubSpot and approve SurveyRock, with no API key to copy and no Zap to maintain. HubSpot is on Pro and up.
What you can build with it
Keep the score on the record
Write the latest NPS or CSAT score to a contact property, so your HubSpot segments and reports can use it alongside everything else you know about the account.
Open a ticket for support
Create a ticket in the pipeline your support team uses, linked to the contact, with the answer in the description.
What the connection can do
The HubSpot step is on Pro and up. An owner or admin connects the account in Workspace Settings, and each step picks the account it writes to.
What a workflow can do
- Update contact writes to contact properties, including your own, and can create the contact if HubSpot does not have it.
- Add note puts the answer on the contact’s record.
- Create task assigns a follow-up to the contact’s owner or someone you choose.
- Create ticket opens a ticket in the pipeline and status you pick, linked to the contact.
Fields you can add in one click
- SurveyRock last NPS and SurveyRock last CSAT, as numbers you can filter on.
- SurveyRock last survey for the name of the survey they answered.
- SurveyRock last response date for when they answered.
- SurveyRock last sentiment for the label an AI step gives the response.
You decide what HubSpot receives
A step finds the contact by email address and writes only what you put in its fields. A response with no email address, such as one from an anonymous link, never reaches a contact: the step does nothing and the workflow carries on. On a survey that collects responses anonymously, a step that takes the contact from the response is skipped, so an anonymous answer isn’t put on anyone’s record.
Each workspace connects its own HubSpot account, so an agency can keep every client’s data in that client’s own portal. You can disconnect at any time from Workspace Settings. The HubSpot guide has the details.
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