Is there a way to analyze the free text responses in HubSpot form submissions? We receive a lot of form submissions, but many of the leads are not good based on their answers or comments in the free text fields.
Hi @ABaldocchi,
Not out of the box, no. HubSpot currently does not offer any features that would extract the meaning of free text and categorize it for you.
In Professional and Enterprise subscriptions, workflows can leverage third-party AI integrations from the app marketplace to do this, see for example: HubSpot Marketplace
In the free CRM and in Starter subscriptions, you would have to leverage third-party automation like Zapier for this: Use HubSpot's integration with Zapier
The approach here would be to extract contacts from HubSpot where the free text field has a value, then use Zapier and any generative AI tool to interpret / categorize the meaning and feed a structured response back to HubSpot in another custom field.
Let me know if you have any follow-up questions!
Hi @ABaldocchi ,
HubSpot currently doesn’t support direct text analysis for free text responses. However, I recommend refining your forms by asking more relevant questions with predefined options. This approach can help streamline the qualification process and ensure that the leads you receive are more aligned with your criteria. Additionally, you can use custom properties and workflows to manage and categorize responses more effectively.
Hope this helps!
Thanks
Hey @ABaldocchi
not easy in Starter.
If you have Marketing PRO you can use workflows to identify some words and route a specific process.
But if you need to analyze the whole response, this could be done with 3rd party apps
or with a custom automation using ChatGPT/AI tools but Operations hub needed here.
So, there are many options you can evaluate if you see value in upgrading.
Hope this helps