With the Zonka Feedback and Hubspot Integration, you can create new Contacts or update existing Contacts in Hubspot when new Survey Responses are received in Zonka Feedback. You can also sync your Survey Scores like NPS, CSAT Score, and CES as well as your Response Data to Hubspot.
In this section
What do you need for this integration?
Zonka Feedback account - Growth or Enterprise Plan
Hubspot account - Any paid plan
Setting up the Hubspot Integration with Zonka Feedback
Choose a Survey from Survey List View and head to the Integrations Tab from the top navigation.
Click on 'Connect' in Hubspot
Next you will see the Hubspot Integrations Detail Page where you can click to 'Connect to Hubspot' to connect your Zonka Feedback Account.
You’ll be redirected to Hubspot. If you're not logged in, you will have to log in at this step. If you're logged in and you have multiple accounts, you can choose the account you'd like to connect at this step.
Once logged in, you will see an Authorization Screen. Click on 'Connect app' to give permission to Zonka Feedback to access your Hubspot Account.
You’ll be directed back to Zonka Feedback. Now you can manage your settings to add new Contacts to Hubspot when new Zonka Feedback Survey Responses are received and to sync Survey Response data and CX scores to existing contacts in Hubspot.
Syncing Contacts to Hubspot
Once you have connected your Hubspot and Zonka Feedback accounts, you can now set conditions to add new Contacts to Hubspot once Zonka Feedback Survey Responses are received. Here's how.
Go to Integrations within the Survey you'd like to add new Contacts in Hubspot for. (To do this, choose the Survey from the Survey List, navigate to Build from the top navigation and go to Integrations).
Navigate to Hubspot and click on Settings to manage the Hubspot Integration.
Once in the Hubspot Integration detail page, turn on the toggle for Create a new Contact in Hubspot.
Click on 'Add Mapping' button to add conditions and mapping fields from Zonka Feedback Survey Response to Hubspot.
A popover will slide in from the right hand side where you can add the Mapping Name, and Conditions for the new Contacts to be created in Hubspot. You can also choose which Survey Response fields should get mapped to which Hubspot contact fields in this section.
To begin with the mapping, give it a name in 'Mapping Name' which is user-friendly and which helps you easily identify the mapping.
Next, Select a Mapping Condition from the dropdown. Choose from Every Time or Only When.
- Every Time would indicate that a new Contact will be created in Hubspot every time there is a new Survey Response in Zonka Feedback.
- When you choose Only When, you will get an ability to add Conditions using Filters to indicate that a new Contact should be created in Hubspot only when the set conditions are met. Here can you add as many filters as you like and choose if you would like All or Any of the conditions set to be met.Next, you can Map the Fields to Hubspot Contact Properties. Here all the questions of your Zonka Feedback Survey will be displayed on one side and corresponding it the Hubspot Contact Properties will be displayed in a dropdown. You can select the Hubspot Contact Properties from the dropdown that you'd like to map the Zonka Feedback Survey Response data to. This means the data from Zonka Feedback Survey Response will get added to the corresponding Hubspot Contact Properties for the new Contact.
If you don't wish to map some fields, you can leave them as No Mapping.
Once done, click on 'Save' to save your Mapping Name, Conditions and Mapping.
Now your Mapping will be active and based on your Settings new Contacts will be added in Hubspot when a new Survey Response is received.
You can create multiple Mappings to create contacts and sync data from Zonka Feedback to Hubspot.
Editing your Mappings
Once you have created your Mappings, you can edit them or remove them anytime. Here's how.
Click on 'View all Mappings' from your Hubspot Integration Detail Page in Zonka Feedback
All the Mappings you have created will appear in the slide popover on the right side of your screen.
Click on 'Edit' next to the Mapping you'd like to Edit.
Your Mapping Editor will open up where you can do the following:
- Change the Mapping Name
- Change Syncing Conditions
- Change the Mapping (which fields should be mapped to which Hubspot Contact Property)Once done, click on 'Update' to save your changes.
Deactivating or Deleting your Mappings
Once you have created your Mappings, you can easily Deactivate them for a period of time or Delete them. Here's how.
Click on 'View all Mappings' from your Hubspot Integration Detail Page in Zonka Feedback
All the Mappings you have created will appear in the slide popover on the right side of your screen.
Bring your mouseover to the Mapping you'd like to edit and click on the three dots. Choose to 'Deactivate' or 'Delete' from the drop down.
Deactivating will temporarily pause your mapping and no new Contacts will be created in Hubspot with this mapping until you Activate the Mapping again.
Deleting will completely remove the mapping. You cannot undo the Deletion of a Mapping, but can create it again anytime.
No previously synced data will get affected by Editing, Deactivating or Deleting your Mapping.
Syncing Survey Responses and Scores to Hubspot
When you send surveys to your existing customers and leads to gauge their feedback or survey them for their requirements, experience or satisfaction, you can sync your Survey Responses and Scores like Net Promoter Score (NPS), Customer Satisfaction Score (CSAT Score), and Customer Effort Score (CES) to Hubspot. Here's how.
Go to Integrations within the Survey you'd like to add new Contacts in Hubspot for. (To do this, choose the Survey from the Survey List, navigate to Build from the top navigation and go to Integrations).
Navigate to Hubspot and click on Settings to manage the Hubspot Integration.
Once in the Hubspot Integration detail page, turn on the toggle for Sync Responses & Scores to Hubspot.
You will see two checkboxes - Sync Score and Sync Full Response. Select the ones you'd like to Sync. You can choose both.
Click on 'Save' once done.
A few important points:
When you choose to Sync Score, all Customer Experience Metrics that you're measuring in the Survey like Net Promoter Score, Customer Effort Score and Customer Satisfaction Score will get synced to your existing Hubspot Contact.
The Contacts are identified on the basis of their Email Addresses. If the Email Address in your Zonka Feedback Survey Response or Contact Attribute matches the Hubspot Contact Email Address, the Scores and Survey Responses will be synced.