Use HubSpot's integration with SurveyMonkey

Connect SurveyMonkey to HubSpot to send surveys to contacts and sync survey responses to HubSpot. Use survey response data to understand contacts’ feedback and activity, then segment contacts or use their responses as criteria in workflows. For example, you can automatically send a survey after a support ticket is closed, then use the response data to follow up with contacts based on their feedback.

Before you get started

If you have a SurveyMonkey Basic account, it is not possible to sync surveys collected by a web link collector or email collector. If you've synced surveys in the past using an email collector, you're still able to view any past responses in your HubSpot account. However, you will not be able to use the email collector method moving forward. 

Please note: HubSpot's integration with SurveyMonkey can only be connected to a SurveyMonkey account with a license in the U.S.

Install the SurveyMonkey integration

1. In your HubSpot account, click the Marketplace icon in the top navigation bar, then select HubSpot Marketplace.
2. In the search bar, search for and select SurveyMonkey.
3. Click Install.
4. Enter your SurveyMonkey credentials and click Log In. 

Review sync settings

Configure the sync settings for HubSpot's integration with SurveyMonkey and decide how surveys will sync from SurveyMonkey to HubSpot. 

Manage global sync settings for SurveyMonkey surveys 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click SurveyMonkey.
3. Click the Settings tab. 
4. Toggle the Sync data from new surveys switch on to sync all future SurveyMonkey surveys to HubSpot automatically. 

5. To sync incomplete survey responses from SurveyMonkey to HubSpot, select the Include partial survey responses checkbox. 

Manage sync settings for individual SurveyMonkey surveys

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click SurveyMonkey.
3. Click the Settings tab. 
4. Use the search bar to search surveys by survey name.

5. To sync data for a past survey, hover over the survey and click Sync now to sync all historical survey data to HubSpot.

1. Click the name of the survey.
2. In the right panel, toggle the Auto sync survey responses switch on to automatically sync future survey responses for the individual survey. Then, select the Include partial survey responses checkbox to sync partial responses for that survey. 

Syncing email addresses and names from survey respondents

HubSpot collects a survey respondent's email address differently based on the survey type:

• • Email invitation collector surveys: the recipient's email address is collected automatically when they click the survey link. You don't need to include an email address field in the survey. Email invitation collector surveys can be sent:

    • From the CRM card on a contact record. 
    • From the contacts index page. 
    • Through workflows using the Send SurveyMonkey Survey workflow action. 
    • Directly from SurveyMonkey. 

  • Web link collector surveys: you must ask your respondents for their email addresses unless you send the survey through a HubSpot marketing email with a custom variable. There are two ways to collect their email addresses that will work with HubSpot:

    • Include a Contact Information question with the Email address field. The question can be added anywhere in your survey and the Email address field label can be in any language.

    • Include a Single Textbox question that asks your respondents for an email.

    • If you include both types of questions in one survey, HubSpot will sync the email address submitted to the Contact Information question. If your survey has multiple questions that ask for an email address, HubSpot will use the first email address to create a contact.

    • If there's no email address in the Contact Information question, HubSpot will search the other single text answer fields for one. If there's an email address with the normal email format name@company.com, HubSpot will associate this email address with the respondent. 

HubSpot will also sync a survey respondent's name from a Contact Information question. If the respondent is a contact whose name already exists, the contact's name will not be updated.

Send a survey through a marketing email

Send a SurveyMonkey survey using a marketing email to collect responses from contacts. By adding a custom variable to the survey link embedded in the email, responses can be attributed to contact records when the survey data syncs to HubSpot.

To generate a web collector link for a survey: 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click SurveyMonkey.
3. Navigate to the Settings tab.
4. Next to the survey, click the link icon.

5. In the dialog box, choose how to create the personalized link.
   • Automatically generate the link:
     • Click Authorize.
     • Complete the authentication process to give HubSpot additional permissions in SurveyMonkey.
   • Manually set up the link:
     • Click Manual setup.
     • In SurveyMonkey:

• • • • Open your survey in the survey editor.
      • Click Logic, then select Custom variables.
      • In the Variable name field, enter hs_cid, then click Save.
      • Confirm that hs_cid appears in the variables list.
      • Return to HubSpot and click I’ve added the custom variable.

6. Click the Select a collector dropdown menu. Then select an existing collector, or click Create new collector.

7. Click Copy to copy the personalized link.

8. Add the link to your marketing email.

Send a survey from the contact index page

To send a survey from the contact index page:

1. In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
2. Select the checkbox next to the contacts you want to send a survey to.
3. In the top menu, click More > Send SurveyMonkey survey.

4. In the right panel, select the survey you want to send to the contact. 
5. Click Send.

Send a survey from a contact record

To send a survey from a contact record:

1. In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
2. Click the name of the contact.
3. In the right panel, in the SurveyMonkey card, click Send existing survey.
4. In the right panel, select the survey you want to send to the contact. 
5. Click Send.
6. When the survey has been sent you'll see the status and details in the SurveyMonkey card on the contact record.

Please note: it is not possible to send custom surveys from HubSpot. 

Use SurveyMonkey surveys in workflows

Use SurveyMonkey data in workflows to enroll contacts based on their survey activity. You can also use the Send Survey workflow action to automatically send a SurveyMonkey survey to enrolled contacts.

Enroll contacts based on SurveyMonkey activity

Use SurveyMonkey surveys or questions as enrollment triggers to automate actions based on whether contacts responded to a survey or how they answered a specific question.

For example, enroll contacts who responded to a SurveyMonkey survey, then send them different follow-up communications based on their responses.

To set SurveyMonkey enrollment triggers:

1. In your HubSpot account, navigate to Automation > Workflows.
2. To edit an existing contact-based workflow, hover over the workflow, then click Edit. Or, create a new workflow.
   
3. In the left panel, click When filter criteria is met. 
4. Click Events. 
5. Select SurveyMonkey, then select an enrollment trigger: 

• • SurveyMonkey surveys: select a survey, then set the criteria based on whether HubSpot got a response from the contact.
  • SurveyMonkey questions: select a question, then set the criteria based on the contact's response.

6. Add additional enrollment criteria as needed, then click Save to save your enrollment triggers.

Please note: SurveyMonkey criteria cannot be used as re-enrollment triggers.

Send a SurveyMonkey survey with a workflow

Use the Send Survey workflow action to automatically send a SurveyMonkey survey to enrolled contacts. For example, send a customer satisfaction survey when a contact's associated support ticket is closed.

1. In your HubSpot account, navigate to Automation > Workflows.
2. To edit an existing contact-based workflow, hover over the workflow, then click Edit. Or, create a new workflow.
3. In the workflow editor, click the + plus icon to add an action. 
4. In the left panel, under SurveyMonkey, select Send Survey. 
5. To select the survey you want to send, click the Select a Survey dropdown menu. 

6. Click Save. Continue setting up your workflow. 

View SurveyMonkey data in HubSpot

When syncing is turned on for a survey, HubSpot will sync all existing data, along with any new respondent data. Any new email addresses will be created as new contacts in HubSpot. Existing contacts will have the survey data added to their contact record.

Responses will not update contact properties, but they will appear on the contact timeline. You can also view and segment the response data on individual contact records and in segments.

View SurveyMonkey data on an individual contact record

Once you've synced your SurveyMonkey surveys, survey responses will appear as activities on your contacts' timelines. Quiz scores for quiz-type surveys will also appear on contact records alongside responses and you'll be able to use them as criteria in contact-based workflows and segments. If you have a SurveyMonkey Basic plan, the timeline event will show that the contact responded to the survey. If you have an annual paid SurveyMonkey plan, the timeline event will show a breakdown of your contacts' responses to specific questions.

1. In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
2. Click the name of a contact.
3. At the top of the contact's timeline, click Filter activity, then select the SurveyMonkey checkbox. 

Segment contacts based on SurveyMonkey activity in segments

1. In your HubSpot account, click More, then navigate to CRM > Segments. If More doesn't appear in your account, navigate to CRM > Segments directly.
2. In the upper right, click Create segment.
3. Select Contacts as the object of the segment. Then click Next.
4. Click  add Add filter. 
5. Click the Events category, then select SurveyMonkey.
6. Select the SurveyMonkey segment criteria to segment your contacts. 

• • To segment your contacts based on whether they responded to a survey or not: 
    • Select SurveyMonkey surveys. 
    • Use the search bar to search for and select a survey, then select got a response or didn't get a response. 
  • You can also segment based on responses to a specific question on the survey or based on a certain score on a quiz-based survey:
    • Select SurveyMonkey questions. 
    • Select a question, then set the response criteria.

7. Add additional criteria to your segment if needed, then click Review and Save at the top right.