Step 1: Log in to your HubSpot Account
- Ensure you have the necessary permissions to add integrations and create forms.
Step 2: Navigate to the HubSpot Marketplace
- On the main navigation bar, hover over the "More Tools" icon (often represented by three dots).
- Click on "App Marketplace."
Step 3: Search for Survey Integrations
- Use the search bar to find survey tools compatible with HubSpot, such as SurveyMonkey or Typeform.
- Review the various options available and select the one that best fits your needs.
Step 4: Install the Survey Integration
- Click on the desired survey app.
- Review its features, ratings, and reviews.
- Click on the "Install" or "Connect" button to initiate integration.
Step 5: Follow the On-screen Integration Instructions
- Depending on the chosen survey tool, the steps might vary slightly. Typically, you'll need to:
- Log in to your survey account.
- Grant permission for HubSpot to access your survey tool.
- Follow any setup wizards or guides provided by the survey tool.
Step 6: Create your Customer Feedback Survey
- Once the integration is complete, navigate to your survey tool (either within HubSpot or via the tool's platform, depending on integration depth).
- Design your survey, keeping in mind the type of feedback you are looking for.
Step 7: Embed the Survey in HubSpot
- If the survey tool allows for direct embedding:
- Copy the survey embed code.
- Navigate to the HubSpot page or email where you want to place the survey.
- Use the "Embed Code" module to paste and embed the survey.
- Alternatively, you might opt to link to the survey in your emails or website rather than embedding it directly.
Step 8: Set Up Automated Feedback Requests
- Navigate to "Marketing" and then "Email."
- Create or select an existing email campaign.
- Incorporate a call-to-action (CTA) prompting recipients to take the survey. This can be an embedded form, a direct link, or a button.
Step 9: Monitor Responses in HubSpot
- Depending on the depth of the integration, survey responses might be viewable directly in HubSpot.
- Check your contacts' records to see survey responses or navigate to the survey tool's dashboard for aggregated results.
Step 10: Analyze and Act on the Feedback
- Use the feedback to identify areas of improvement or satisfaction.
- Create targeted marketing or support campaigns based on the feedback received.