Momencio survey integration help

[tiffaliprandi]

Hello, 

We recently conducted a survey via Momencio and need to pull that information into HubSpot. The survey answers are on the contact records as an activity from momencio - Lead Capture as "Survey Response". I've tried to find the survey as a "non-hubspot form" but can't. Anyone else experience this and figure out how to sync the data more efficiently?  Thanks! 

[msifakis · Accepted solution]

Hi there!

Thanks for your query! If you are ever in doubt, you can always reach out to support@momencio.com or your customer success manager. momencio also has a support portal (https://support.momencio.com/) full of guides, video tutorials, and troubleshooting to help you set up your events and manage your leads with confidence! Simply log in using your momencio credentials. 

Regarding your question about syncing surveys to HubSpot, these do indeed sync as an ''Activity' on the contact's record. This HubSpot integration guide (https://support.momencio.com/docs/knowledge-base/integrations/marketing-integration/how-do-i-integra...) in our support portal may be of use to you.

If you wish to sync individual survey responses to particular fields in HubSpot - instead of as an 'Activity' - you can create Custom Contact fields in momencio and map these to a single line text field in HubSpot. In order to populate the response values of the survey to these fields, you can add triggers to your survey answers!

Our Survey guide (https://support.momencio.com/docs/knowledge-base/experience-center/surveys/how-do-i-create-a-survey/) in our support portal will be able to help you with this! 

I hope this helps! Thank you for being a valued customer of momencio.

😀

Manos Sifakis

momencio

[CarolinaDeMares]

Hi @tiffaliprandi ! I noticed there's a direct integration with HubSpot and Momencio: https://app.hubspot.com/ecosystem/8757669/marketplace/apps/momencio

Have you tried that? 

If so and something is failing could you share more details? 

If you need further assistance I offer free support here:  https://meetings-eu1.hubspot.com/carolina10/hubspot-consultancy

Carolina De Mares

Brandgang

Goirkekanaaldijk 14

5046 AT Tilburg

[tiffaliprandi]

We do have Momencio integrated but can't seem to find where to integrate survey information. It just shows up in the contact's activity feed as "Momencio event lead capture" entry. I'm not even able to retreive them as notes.  

[DianaGomez]

Hi @tiffaliprandi,

Thanks for reaching out to the Community!

I know you had this question a few days ago, but I wanted to see if you've managed to resolve the issue. If you have, we'd be very grateful if you could share the steps you took to get the surveys appearing in HubSpot – it would certainly help others in the community! If you're still looking for a solution, please let us know so we can continue our investigation.

Thanks!

Diana