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Integrate HubSpot with Zonka Feedback πŸ§‘β€πŸ¦°πŸ§‘β€πŸ¦±

With the HubSpot x Zonka Feedback Integration, you can create and update HubSpot Objects (Contacts, Companies, Deals) with Survey Responses, and sync data and scores back to HubSpot.

Written by Sonika Mehta

With the Zonka Feedback and HubSpot Integration, you can:

  • Create new or update existing HubSpot Objects (Contacts, Companies, Deals) when new Survey Responses are received in Zonka Feedback.

  • Sync your Survey Scores (NPS, CSAT, CES) and full Survey Response data back to existing Contacts, Companies, or both in 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.


Creating/Updating Records in HubSpot (Mappings)

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.

  • Adding a Mapping

    1. Go to Integrations within the Survey (Survey List β†’ Build β†’ Integrations β†’ HubSpot β†’ Settings).

    2. Ensure the Create/Update records to HubSpot toggle is turned on.

    3. Click Add Mapping. A slide-in panel will appear on the right.

    4. Fill in the following: Mapping Name – A friendly name to help you identify this mapping. HubSpot Object – Choose which HubSpot Object to create or update:

      • Contacts

      • Companies

      • Deals (For Deals, you'll also select a Pipeline and Deal Stage.)

      Select a Mapping Condition – Choose when this mapping should trigger:

      • Everytime – Triggers for every new Survey Response.

      • Only When – Triggers only when specific filter conditions are met. You can add multiple filters and choose whether All or Any conditions need to be satisfied.

      Required Fields Notice – A blue info box will highlight the required fields for the selected HubSpot Object. Ensure these are mapped for a successful sync:

      • Contacts β†’ Email is required

      • Companies β†’ Company Name is required

      • Deals β†’ Deal Name is required

      Field Mapping – Map your Zonka Feedback Survey Response fields to the corresponding HubSpot Object properties. Fields you don't want to map can be left as No Mapping.

    5. Click Save to activate the mapping.

    You can create multiple mappings across different HubSpot Objects.


Supported HubSpot Objects and their Match Keys

When a Survey Response is received, Zonka Feedback will create a new record or update an existing record in HubSpot based on the following match keys:

HubSpot Object

Match Key Used to Identify Existing Record

Contacts

Email Address

Companies

Company Name

Deals

Deal Name

If a matching record is found in HubSpot, the mapped fields will be updated. If no match is found, a new record will be created.


Editing your Mappings

  1. From the HubSpot Integration Detail Page, click View All Mappings.

  2. Your existing mappings will appear in the slide-in panel on the right.

  3. Click Edit next to the mapping you want to modify.

  4. In the Mapping Editor, you can:

    • Change the Mapping Name

    • Change the HubSpot Object, Pipeline, or Deal Stage (for Deals)

    • Change the Syncing Conditions

    • Update the Field Mapping

  5. Click Update to save your changes.


Deactivating or Deleting your Mappings

  1. From the HubSpot Integration Detail Page, click View All Mappings.

  2. Hover over a mapping and click the three dots (β‹―) menu.

  3. Choose Deactivate or Delete:

    • Deactivate – Temporarily pauses the mapping. No new records will be created or updated until you reactivate it.

    • Delete – Permanently removes the mapping. This cannot be undone, but you can recreate it at any time.

Note: Editing, Deactivating, or Deleting a mapping does not affect any previously synced data.


Syncing Survey Responses and Scores back to HubSpot

When you collect feedback from your existing customers or leads, you can sync Survey Responses and CX Scores (NPS, CSAT, CES) back to their corresponding records in HubSpot.

  1. Go to Integrations within the Survey (Survey List β†’ Build β†’ Integrations β†’ HubSpot β†’ Settings).

  2. Turn on the Sync back responses in HubSpot toggle.

  3. Under Objects to be Synced, select which HubSpot Objects should receive the synced data. You can select:

    • Contact

    • Company

    • (Or both)

  4. Choose what to sync:

    • Sync scores to properties – Syncs CX scores to the following dedicated properties on the HubSpot Contact and/or Company record:

      • Zonka Feedback NPS

      • Zonka Feedback CSAT

      • Zonka Feedback CES

    • Sync responses to timeline – Adds the full survey response as a Timeline Activity on the HubSpot Object.

  5. Click Save.

Important points:

  • Contacts are matched by Email Address – if the email in the Zonka Feedback Survey Response or Contact Attribute matches a HubSpot Contact's email, scores and responses will be synced to that Contact.

  • Companies are matched by Company Name.

  • Both Contacts and Companies can be synced simultaneously if both are selected under Objects to be Synced.


Viewing Zonka Feedback Activity on the HubSpot Timeline

When Sync responses to timeline is enabled, every Survey Response will appear as a Zonka Feedback activity on the HubSpot record's activity timeline.

To view these activities in HubSpot:

  1. Open the HubSpot Contact or Company record.

  2. Click on the Activities tab.

  3. Click Filter activity at the top of the activity feed.

  4. In the filter panel, locate the INTEGRATIONS section and check Zonka Feedback.

  5. The timeline will now display all Zonka Feedback Survey Responses submitted for that record, including:

    • Survey question responses

    • CX Scores (NPS, CSAT, CES)

    • Respondent details (Email, Name, etc.)

    • A View full Zonka Feedback Survey Response link

Tip: If you don't see Zonka Feedback activities, make sure the Sync responses to timeline option is enabled and saved in your HubSpot Integration settings in Zonka Feedback.

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