topic Re: Question about Survey Integrations in 💬 RevOps Discussions

Question about Survey Integrations

mphelps2 — Wed, 18 Mar 2020 02:09:56 GMT

Hi all,

Haven't had any luck thus far finding an answer to the below question, so figured I'd toss it to the group here and see if there is better luck.

My company has used SurveyMonkey to gather feedback from our org's members since before we began using Hubspot, so when we moved to Hubspot I naturally integrated SurveyMonkey in. We ask for feedback in "real time" as members are attending events, and then also send longer surveys at the end of the year that again ask for feedback on events plus a number of other topics.

Question is: Is there a way for that end-of-year survey to be "smart"--meaning we already know, for example, if Contact A previously provided feedback on Event X, so the survey knows to skip the questions about Event X.

I am by no means tied to SurveyMonkey here, and am truly not sure if what I'm looking for exists. But essentially trying to use the data we have stored in a contact profile in Hubspot to inform a third-party survey site that I already know what that person thinks of that event, so we can skip those questions.

Perhaps a Hubspot form? Have others used Hubspot forms as a more traditional survey tool?

Thanks!

Re: Question about Survey Integrations

asmeal12 — Wed, 18 Mar 2020 13:06:36 GMT

Hi @mphelps2 - good question! I can see why you'd want to avoid duplicate question asking, but if events are a key part of your business you'd also want to ensure you have a chance to gather their feedback through either survey.

I won't be able to speak SurveyMonkey's survey functionality, but would encourage you to reach out to their team to ask if they have the ability to drop questions you've previously gathered.

I have seen HubSpot forms be used as lightweight surveys, typically on a one-column landing page with a very simple design. That would be a way to "know" if they've completed the event survey/question before - assuming that prior survey data lives as a contact property in HubSpot (or could be mapped to a property via workflow).

Another idea if you want to stick with SurveyMonkey - what do you think about creating a few versions of your annual survey? One version would be for people who didn't complete any of the event surveys throughout the year, and the other versions would be for people who did complete an event survey. Then, you could segment lists of those contacts in HubSpot, and email them the right survey. This would help solve for the concern of asking questions you already know, however, it would mean creating multiple SurveyMonkey annual surveys.

Hope this helps! Feel free to reply back with any follow-up questions.

Re: Question about Survey Integrations

louissthephin — Thu, 01 Aug 2024 07:27:52 GMT

Hi HubSpot Community,

I need help customizing our HubSpot survey. Specifically, I want to set up conditional logic to show or hide questions based on responses. How can I do this, and are there best practices for formatting questions to get the best feedback?

Re: Question about Survey Integrations

mia_george — Thu, 01 Aug 2024 09:15:22 GMT

I need to create a more detailed form and need to include questions where respondents are asked to rate a factor from 1 to 5. Is it possible to do this in Hubspot?

I also want to add “if other, please specify” is it possible to do that without a dependable field?

If not, what would you say is the best option to integrate a form like this with Hubspot (Google Forms, Qualtrics, SurveyMonkey)?

Re: Question about Survey Integrations

louissthephin — Thu, 21 Nov 2024 13:57:39 GMT

Yes, it's possible to create a more detailed form in HubSpot that includes questions where respondents can rate a factor from 1 to 5. You can use the "radio select" or "dropdown select" field types to set up rating scales.

For the "if other, please specify" option, HubSpot's forms currently don't support conditional fields directly without using dependent fields. However, you can include an open text field labeled "Other (please specify)" alongside your other options. krogarfeedback.org

Re: Question about Survey Integrations

mia_george — Thu, 21 Nov 2024 13:57:51 GMT

Thank you for the detailed explanation! I'll go ahead and use the "radio select" or "dropdown select" fields for the rating scales. For the "if other, please specify" option, I'll add an open text field as suggested. This should work well for what I need. mcdtalks.com

Re: Question about Survey Integrations

lowedirect — Wed, 09 Apr 2025 13:22:21 GMT

Hey folks –

Wondering if anyone has figured this out. We’ve been using SurveyMonkey for feedback (real-time and end-of-year), and now that we’re on HubSpot, I’m trying to make our surveys smarter.

Basically: if Contact A already gave feedback on Event X, I’d love for the year-end survey to skip questions about Event X. Is there a way to do this using data from their HubSpot contact profile?

SurveyMonkey doesn’t seem to allow that level of logic, but open to other tools (or maybe even using HubSpot forms?). Curious if anyone’s pulled this off.

Thanks!

Re: Question about Survey Integrations

Riyaplatema — Mon, 15 Sep 2025 05:10:34 GMT

You’re asking for something that’s doable, just not with SurveyMonkey + HubSpot alone unless you go the route of manual tagging and segmenting.

Re: Question about Survey Integrations

BérangèreL — Mon, 15 Sep 2025 11:27:59 GMT

Hi @Riyaplatema and welcome, we are so glad to have you here!

Thanks for your contribution on the HubSpot Community!

Could you please share additional information to explain to @mphelps2 how to use tagging and segmenting?

Or do you know another integration that could help @mphelps2 for their specific need and that you would recommend and why?

Thanks and have a great day!
Bérangère

Re: Question about Survey Integrations

riyanajay — Wed, 29 Oct 2025 14:05:15 GMT

Yes, you can use HubSpot to develop a more comprehensive form with questions that allow respondents to score a factor on a scale of 1 to 5. To create rating scales, you can utilize the "dropdown select" or "radio select" field types.

There is currently no direct support for conditional fields in HubSpot's forms without dependant fields for the "if other, please specify" option. Nevertheless, you can add an open text area with the name "Other (please specify)" next to your other choices.