Simplesat's suite of HubSpot integrations give you the ability to update contacts and custom objects with rating details, create follow-up tickets from feedback, and sync ticket details to give your team full control and transparency over the customer satisfaction experience.
Adding surveys in HubSpot
Simplesat surveys can be added to HubSpot Service and Email and Marketing Hubs.
Authenticating with HubSpot
To authenticate with HubSpot, go to the HubSpot integrations page by clicking here.
Click the authenticate button and log in with HubSpot.
Please note that the account used to authenticate needs to have permissions to install marketplace apps.
Select which account you'd like to authenticate with and click choose account.
Finally, click connect app to authenticate.
Update contact properties with rating details
Map Simplesat response details to any contact property in HubSpot.
For example, you can make sure that contacts are always up to date with their latest CSAT or NPS score.
To set this up, go to the HubSpot integrations page by clicking here.
Authenticate, if you haven't done so already.
Then scroll down to update contact properties with rating details and click activate integration.
Next, scroll down to field mapping and map the Simplesat response data to the fields where you'd like it to be displayed.
Create custom objects from feedback
HubSpot has updated their requirements for custom objects. Creating and using custom feedback objects is now only available to accounts on the Enterprise plan. If you are using a lower-tier plan (e.g., Professional or Starter), this feature will not be accessible.
In HubSpot, there are different "object types", including Contacts, Companies and Tickets.
HubSpot has a custom object feature for you to create new types that work for more specific situations.
Creating a new Simplesat Feedback object type allows you to associate responses with contacts, companies and tickets.
In order to use this integration, you must first create a new custom object.
Start off by going to settings.
Then go to objects > custom objects and click on create custom object.
Fill in these values:
Object name (singular & plural): Simplesat feedback
Primary display property: Sentiment
Property type: single-line text
Secondary display property: Rating
Property type: number
Add another secondary property by clicking add property and give it these values:
Secondary display property: Follow up answer
property type: single-line-text
Next, go to the associations tab and create 3 associations:
Contacts
Companies
Tickets
Go back to the setup tab and click manage Simplesat feedback properties.
Create 2 new properties:
label: URL
type: rich text
label: Survey name
type: single-line text
Once your custom object is set up, go to the HubSpot integrations page by clicking here.
Authenticate, if you haven't done so already.
Then scroll down to create custom objects from feedback and click activate integration.
Create follow-up tickets from feedback
Automated follow-up tickets make it easy for your team to quickly respond to customers and close the loop - all within your team's existing support workflows.
To set this up, go to the HubSpot integrations page by clicking here.
Authenticate, if you haven't done so already.
Then scroll down to create follow-up tickets from feedback and click activate integration.
Pull ticket details
Each time your contact provides a rating, Simplesat will associate the following information with the response.
Object | Data collected |
Ticket | Subject |
Contact | Name, ID, Email, Company |
Owner | Name, ID, Email |
All information gathered through the API will override fields sent through URL parameters.
To set this up, go to the HubSpot integrations page by clicking here.
Authenticate, if you haven't done so already.
Then scroll down to pull ticket details and click activate integration.
Add notes to rated tickets
Automatically update tickets with a note after a contact provides a rating.
To set this up, go to the HubSpot integrations page by clicking here.
Authenticate, if you haven't done so already.
Then scroll down to add notes to rated tickets and click activate integration.
Update ticket properties with rating details
Map Simplesat response details to any ticket property in HubSpot.
To create and edit properties:
In your HubSpot account, click the settings settings icon in the main navigation bar.
In the left sidebar menu, navigate to Properties.
Click the Select an object dropdown menu, then select [Object] properties to create or edit a property for that object.
For example, you can update tickets with the latest CSAT rating, sentiment, and follow-up comment.
To set this up, go to the HubSpot integrations page by clicking here.
Authenticate, if you haven't done so already.
Then scroll down to update ticket properties with rating details and click activate integration.
Next, scroll down to field mapping and map the Simplesat response data to the properties where you'd like it to be displayed.
Sync contacts
Simplesat can sync new and edited users from HubSpot over to Simplesat
The following fields will be synced over:
ID
Name
Email
Company (The company field on the contact. Not the associated company)
The first time this integration gets activated it'll sync over all users, afterwards this integration will run once per day and sync over the users that have been updated in the 24 hours prior to that.
To set this up, go to the HubSpot integrations page by clicking here.
Authenticate if you haven't done so already, then scroll down to sync contacts and click activate integration.
Create task on contact upon receiving feedback
Simplesat can create a new task in HubSpot when a contact leaves feedback.
To set this up, go to the HubSpot integrations page by clicking here.
Authenticate if you haven't done so already, then scroll down to create task on contact upon receiving feedback and click activate integration.
Once the integration has successfully activated you can select on which surveys and which sentiment the task should be created.
