HubSpot Integration
🚀 Unlock the Power of Customer Feedback in HubSpot with Promoter Ninja!
Connect Promoter Ninja to HubSpot and turn every survey response into actionable insight—right where your team works. Automatically sync feedback, trigger workflows, and embed surveys in your emails for a seamless, data-driven customer experience.
Table of Contents
Why Integrate?
- Centralize feedback: See all your customer insights in one place—no more switching tabs.
- Automate action: Trigger HubSpot workflows based on real survey results.
- Boost engagement: Embed surveys in emails and collect more responses, faster.
- Custom-fit data: Choose exactly which properties to sync and fetch, including custom and additional questions.
Getting Started
Step 1: Connecting Promoter Ninja to HubSpot
- Log in to your Promoter Ninja account.
- Click the three dots menu at the top right and select Settings.
- Go to Integrations and find HubSpot.
- Click Set up and follow the prompts to log in and approve permissions in HubSpot.
Step 2: Configuring Your Integration
- Sync Survey Responses: Enable syncing to push survey results directly to HubSpot contacts. Add as many surveys as you like, and pick which fields (score, comment, group, etc.) and additional questions to sync.
- Property Prefix & Custom Names: Set a prefix (like
promoterninja) for all synced properties, or map survey fields to your existing HubSpot properties by specifying their names. - Instant Save: 💡 Changes in the settings modals are saved as soon as you click Save—no extra steps needed!
Syncing Survey Responses to HubSpot
- Choose What to Sync: For each survey, select which response fields (score, comment, group, etc.) and additional questions you want to sync to HubSpot contacts.
- Property Prefix & Custom Names: Set a prefix (like
promoterninja) for all synced properties, or map survey fields and questions to your existing HubSpot properties by specifying their names. - Custom & Additional Questions: You can map any additional survey question to a HubSpot property. If you don't specify a property name, Promoter Ninja will use your chosen prefix and the question identifier.
- Stay in Control: Only the properties you enable and configure will be synced to HubSpot, keeping your CRM clean and relevant.
What's Synced?
| Survey Field | HubSpot Property |
|---|---|
| Score | promoterninja_score (or your prefix/custom name) |
| Comment | promoterninja_comment |
| Group | promoterninja_group |
| Permalink | promoterninja_permalink |
| Responded At | promoterninja_responded_at |
| Response Updated At | promoterninja_response_updated_at |
| Survey Type | promoterninja_survey_type |
| Additional Questions | promoterninja_[questionId] or your custom property name |
Fetching Properties from HubSpot
- Enable/Disable Property Fetching: Use the Fetch properties from HubSpot toggle to control whether Promoter Ninja fetches extra contact properties. ✅ If off, no extra data is fetched.
- Select Properties to Fetch: Click Edit Properties to Fetch to choose which HubSpot contact properties you want to pull into Promoter Ninja. You can set the property key, type (terms, number, date), and display name for each.
- How Fetched Data is Used: Fetched properties can be used to personalize surveys, segment your audience, or enrich your reporting in Promoter Ninja.
- Backend Logic: Only enabled and configured properties are fetched, so you stay in control of your data privacy and usage.
Triggering Surveys with HubSpot Workflows
- In HubSpot, go to Automation > Workflows.
- Create or edit a workflow.
- Add an action: select Send Survey from the Promoter Ninja Connected App options.
- Pick your survey and save your workflow.
Embedding Surveys in HubSpot Emails
- In Promoter Ninja, go to Survey People and select Link.
- Click the cog icon next to a survey link to customize it.
- Find Embed in an email, select HubSpot, and copy the HTML code.
- In HubSpot, create or edit an email campaign, add a custom HTML block, and paste the code.
Testing Your Integration
- Trigger a test survey via a HubSpot workflow.
- Check the HubSpot contact to see if the response and properties are updated.
- Verify the survey appears in your test email and the data is accessible in HubSpot.
Best Practices & Pro Tips
- 💡 Only sync what you need: Keep your CRM clean by syncing only the most valuable properties.
- ⚡ Automate follow-ups: Use HubSpot workflows to act on feedback instantly—send alerts, create tasks, or trigger emails.
- 🔍 Review property mappings: After changing surveys or questions, double-check your property mappings.
- 🛡️ Data privacy: Disabling the fetch toggle ensures no extra data is accessed. Only enabled and configured properties are used.
- 🆘 Need help? Contact our support team for advanced setups or troubleshooting.
You're all set! By following these guidelines, you'll have a powerful, automated feedback loop between Promoter Ninja and HubSpot—helping your team deliver better customer experiences every day.