HubSpot Integration

FAQs

Why should I use the HubSpot integration?
What are some best practices for the HubSpot integration?

Suggested next article: The Embed Platform: Embedding Surveys in your Emails.

HubSpot integration overview

Delighted seamlessly integrates with HubSpot, syncing survey responses to matching contacts instantly and historically.

Focus on what matters most . . .
Effortless setup	Sync data automatically with the Delighted integration
Actionable insights	Contextualize customer interactions with NPS, CSAT and more
Faster growth	Optimize marketing, sales, and services with comprehensive feedback

Premium integration

HubSpot is a premium Delighted integration and limited to specific plans. For more, see our Pricing page.

How does the HubSpot integration work?

Delighted’s HubSpot integration syncs your Delighted feedback directly over to your HubSpot CRM. There are three key steps involved with this syncing process:

1: Response is received in Delighted

We wait 10 minutes after a score is received to move on to the next step, leaving the respondent time to add a comment to their response

2: We search for a matching Contact record in HubSpot

We look for a contact with a matching email address to sync feedback

3: Feedback is synced to the matching Contact

Now that a Contact record has been found, we’ll proceed to pass over key Delighted response feedback to the HubSpot Contact record.

Here is a recap of the key data points Delighted can push to HubSpot
Delighted Comment	The comment (if applicable) provided in the Delighted survey response
Delighted Group	The score group for the respondent (ex. for NPS, that would be Promoter, Passive, or Detractor)
Delighted NPS	Rating selected by the customer (ex. a number between 0-10)
Delighted Permalink	URL to the response in Delighted
Delighted Responded At	Original date a response was received
Delighted Response Updated At	Date a response was updated (if applicable)
Delighted Survey Type	The survey type (like NPS, CSAT, etc) the response is associated with

Embedding Delighted surveys directly into your HubSpot emails

Interested in including surveys, like CSAT or NPS, inside emails sent directly from HubSpot? Check out our Embed option!

Setting up the HubSpot integration

1: Head to the Integrations tab → and choose “HubSpot”
2: Click “Connect to HubSpot”
3: You’ll be redirected to HubSpot. If prompted, log into your account
4: Important: When you are directed back to Delighted → click “Turn on”

Response data will now sync from Delighted to HubSpot in the form of property data attached to each contact.

For more information about selecting which properties appear in the "About" section for each contact in your HubSpot instance, check out this article on their support site!

Viewing the synced response data in HubSpot

Here’s an example of how that synced data looks in a contact record:

Embedding Delighted CX surveys in your HubSpot emails

Skip a step!

1: Request your survey's HTML code

Email us to request your project's HTML. Let us know which project you'll be using by finding the project's name in your dropdown menu.Important: Make sure you’ve set up the Link platform – which provides us with your survey’s HTML code with all of your specific customizations and properties.

2: Add the HTML to HubSpot

Add the survey to your email by pasting in the HTML we'll share over. Watch this mini video to see exactly how it’s done.

3: Deanonymize feedback using properties

By default, your embedded surveys will be anonymous.

However, you can append information like email addresses or purchasing data by appending those details to the end of your survey links within the HTML. See Passing properties with the Link platform.

Note: Learn more by reading the full article: The Embed Platform: Embedding Surveys in your Emails

Why should I use the HubSpot integration?

There are four clear advantages of using Delighted''s integration with HubSpot.

1	Centralized location for key customer data	Rather than team members hopping between inboxes, sales reports, and other platforms, a CRM provides the opportunity to aggregate all that data under one hood — including your feedback!
2	Enhanced reporting with customer feedback	Any data you pull into HubSpot can be transformed into powerful data visualizations by leveraging HubSpot’s powerful custom reports and dashboards functionality
3	Automated workflows based around survey responses	Since Delighted syncs feedback to properties for Contact records, conditions and workflows can be built around this Delighted feedback — such as automatically sending an internal email to the owner of a particular contact when feedback is received
4	Reduced customer churn with clear insight into account health	One of the most simple, yet powerful, ways to dig into Delighted data in HubSpot is to simply add the property of Delighted NPS to your Contact record list columns in HubSpot. Sorting by Delighted NPS, your team can build a high-level view of customers who may be more inclined to churn (ex. Detractors) and pivot that data on other business metrics (ex.MRR)

What are some best practices for the HubSpot integration?

1. Update your Contact view to sort by score

Looking to get a quick view of your Detractors to diffuse outstanding issues? Is your marketing team interested in following up with Promoters for case studies or testimonials? Add “Delighted NPS” as a column on your Contact view to sort all Contacts by their NPS.

2. Review historical feedback for any contact

1: Head to any Contact record
2: Scroll down to the Delighted NPS property → and hover over the score
3: Click on the "Details" button
4: Review all of the historical responses for that contact!

3. Export your NPS data to share with your team

From your main Contact page in HubSpot, you can quickly export Delighted NPS data alongside other key metrics you’re logging for each person — for example, MRR, location, industry, and more. Once exported as a CSV, you can easily build reports in third-party tools such as Excel or other BI tools — including average NPS by industry, MRR at risk, etc.

To export a CSV file from HubSpot:

1: Click on “+ Add filter”
2: Type in “Delighted NPS”
3: Select a condition → (ex. “is known”)
4: Click on “Apply filter”
5: Click on “Options”
6: Click on “Export”

Note: You’ll receive an email with a link to download the CSV with all the results from your filter.

HubSpot Integration

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FAQs