topic Re: Using Forms as Survey Substitute in Lead Capture Tools

Using Forms as Survey Substitute

jcoakley — Mon, 26 Sep 2022 23:45:46 GMT

Hey, all! Our HubSpot instance doesn't have the Service module -- but we'd still love to do some simple customer satisfaction surveys. I'm looking into how I might design a form to fulfill this function. Yes, a little kludgy, but looking to see what's possible. Anyone else deal with this?

Re: Using Forms as Survey Substitute

karstenkoehler — Tue, 27 Sep 2022 04:43:01 GMT

Hi @jcoakley,

Without Service Hub Professional (or a cheaper third-party integration), options require some additional work.

If you want to recreate the look and feel of the original CSAT (Customer Satisfaction) survey, as shown below, in a form, you would have to test the recommendations in these thread about horizontal form styling and adding images as form selection options. Keep in mind to test these across devices.

Once created, you could share the page where this is embedded like any other form and also review / report on submissions like any other form.

If you want to replicate this within an email, you could place three image CTAs next to each other, each linking to the same confirmation page. You could then build lists of contacts who have engaged with each CTA and use this information in workflows to set a specific contact property value (e.g. "Recent CSAT selection").

Hope this helps!

Re: Using Forms as Survey Substitute

danmoyle — Tue, 27 Sep 2022 13:12:02 GMT

Wizard to the rescue. Nice workaround solution @karstenkoehler. 🙌

Re: Using Forms as Survey Substitute

JMoats — Tue, 27 Sep 2022 21:00:07 GMT

I really like @karstenkoehler 's work around! Just one thing to add:

If you're not too concerned about replicating the look of the Service Hub surveys, you could use a slide in form for a simple survey. Just add some radio button properties for your questions and you'd be golden! Don't make it too long though – I'd go with 3 questions max.

Let us know what you go with!

- Jared Moats

jared@directdevelopment.com

Re: Using Forms as Survey Substitute

jcoakley — Wed, 28 Sep 2022 18:04:11 GMT

Thanks for the suggestions!

Re: Using Forms as Survey Substitute

AmanK — Thu, 16 Apr 2026 09:26:45 GMT

Hi @jcoakley,
Been there -- the form workaround can get messy fast, especially once you want to track scores over time or segment by contact.

Honest take: for simple CSAT/NPS without Service Hub, you're better off using a lightweight dedicated survey tool and embedding it directly into your HubSpot emails via HTML. Most support embed out of the box, responses live in their own dashboard, and you skip the form-field hacking entirely.

We built Elvan (elvan.ai) specifically for this -- $49/month, HubSpot embed supported, NPS/CSAT/CES all included, and AI summaries on your responses so you're not manually reading through every reply. No Service Hub needed.

Happy to share how the embed setup works if useful.