We have deals that may have multiple contacts tagged with different association labels.
How can we trigger a customer satisfaction survey to be sent when a deal closes, but only to the contacts associated with the deal with a certain association label? Everything I can see will send the CSAT to all the contacts.
Hey @PHoff, Happy Friday!
I would recommend adding a custom property for the association label, and a workflow. Set the enrollment trigger to be when a deal stage is marked as “Closed Won.” Add a filter condition within the workflow to check if the contact associated with the deal has the specific association label.
This can be done by checking the contact properties and selecting the appropriate association label.
To our top experts, @TomM2 and @Shubham_Sharma any recommendations for @PHoff?
Kindly,
Pam
Hi Pam,
Thanks for your reply. I am newish to HubSpot, so I must be missing something. I know how to add custom properties to a contact or a deal, but I don’t understand “add a custom property for the association label.” How would you do this?
Thanks,
Paul
Hi Paul,
I used your inquiry as inspiration for a detailed ‘how to’ that I try to do weekly. Check it out below. Feel free to watch it on a faster speed.
How I Sent a CSAT Survey to Specific Associated Contacts When a Deal is Won in HubSpot
Here are the main setups.
Set up a workflow to populate a helper property:
Set up the CSAT settings:
Let me know if you have any questions.
Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.
Pam, Thank you for the original answer. Ryan, thank you so much for the video. I would have never figured it out without the walkthrough! You nailed it.
