Sending Surveys via SurveyVista with HubSpot Automation

If you use Salesforce as your system of record and HubSpot for marketing automation, integrating the two can do more than automate feedback collection, it empowers your team to turn insights into meaningful actions that drive customer satisfaction, retention, and growth. With SurveyVista, a native Salesforce survey solution, and HubSpot’s powerful email capabilities, you can create a seamless survey dispatch system that’s automated, personalized, and scalable.

Technical Implementation Process

1. Unique URL Generation

   Each contact in Salesforce gets a unique survey URL tied to a specific survey. This URL is:

   • Created per contact per survey
   • Stored in a custom field on the Contact object in Salesforce
   • Automatically mirrored to HubSpot via field sync

   This ensures every recipient gets a personalized link, enabling accurate tracking and attribution.

2. Sync the Survey URL Field to HubSpot

   Once the unique URL is generated and stored in Salesforce:

   • Map SurveyVista URL field from Salesforce Contact to HubSpot Contact property
   • Ensure field mapping maintains data type consistency
   • Verify sync frequency meets campaign timing requirements

3. Create a Survey Email in HubSpot

   Build survey email template in HubSpot:

   • Use personalization tokens to insert the synced survey URL field into the email body or CTA
   • Reference synced custom field containing unique survey link
   • Configure email tracking parameters for campaign analytics
   • Test personalization token rendering across contact segments

4. Workflow Automation Setup

   You can create a HubSpot workflow to automate survey dispatch:

   • Use filters or conditions to identify which contacts should receive the survey (e.g., closed case, onboarding complete, etc.).
   • A manual or automated trigger (e.g., field update, list membership) kicks off the workflow.
   • HubSpot sends the personalized survey email to the filtered contacts.

5. Collect and Record Responses

   As the contact completes the survey:

   • The response is recorded via SurveyVista, mapped directly back into Salesforce.
   • SurveyVista updates the appropriate fields on the Contact record in Salesforce, no manual steps required.

6. Recurring Survey Configuration

   For ongoing programs:

   • You can retrigger the same survey for a contact after a certain duration (e.g., 90 days after the last response).
   • This enables recurring feedback collection (e.g., quarterly NPS surveys).

Why This Setup Works

• Salesforce-native compliance: SurveyVista keeps your data centralized in Salesforce.
• HubSpot automation: Use powerful workflows and segmentation to manage delivery.
• Attribution Accuracy: Direct URL-to-contact mapping ensures response data links to correct records.
• Scalability: Automated workflow handles large contact volumes without manual intervention.

Business Benefits

• Faster Feedback Loops: Reduce the time between customer interactions and actionable insights by automating survey distribution.
• Improved Customer Experience: Send timely, relevant surveys that are tailored to the customer journey, boosting response rates and engagement.
• Higher Operational Efficiency: Eliminate manual work for survey tracking, dispatch, and data entry, freeing up team bandwidth.
• Data-Driven Decisions: Real-time survey responses update Salesforce instantly, equipping your teams with insights exactly when they need them.
• Cross-Team Collaboration: Marketing, CX, and RevOps can all align on shared metrics and customer insights via synced platforms.

Final Thoughts

This integration of SurveyVista + HubSpot blends operational data with marketing agility, giving you complete control over when, how, and to whom you send surveys — all while ensuring data lives where it matters most: Salesforce.

Ready to build your first workflow? Reach out to our team or explore how SurveyVista can fit into your feedback stack.