Ability to add surveys to workflows

[LFiedler]

It would be nice to have the ability to send a survey within a workflow. For example, create an if/then branch on if a contact attended a webinar. If yes, then it sends a survey asking for feedback, if not, then no survey is sent. Surveys should have the same functionality within workflows that emails do. We have workflows set up for promoting webinars, and it would be so nice to just add a few branches to the workflow following the webinar to see how it went by sending a survey.

[YashD7]

Definitely would love to have this feature. Our service team does multiple feedbacks for various functions and having having the ability to add this to workflows would be a huge thing for us.

[RPinegar]

Agree, we have a Support Pipeline and a couple status's that we don't want Surveys sent on but we can't do it as is. bummer!

[karstenkoehler · Accepted solution]

Hi @LFiedler,

This is currently not possible but has been requested by other users already: Trigger Custom Survey through workflow 

I'd recommend upvoting and commenting on the post. The product team reviews these requests based on their popularity.

Another user has also shared a workaround in this community post: https://community.hubspot.com/t5/Customer-Feedback-Tool/Customer-feedback-recipients-more-enrollment...

Hope this helps!