How to Set Up a SurveyMonkey Survey with Hubspot

Connecting SurveyMonkey with Hubspot lets you capture survey responses directly in your CRM, so you can analyze feedback, trigger follow-up actions, and keep all customer data in one place.

This step-by-step guide walks you through installing the SurveyMonkey integration, mapping fields, and deploying your survey with accurate, actionable data flowing into your records.

Before You Connect SurveyMonkey to Hubspot

To ensure a smooth setup, confirm you have the right access and accounts on both platforms before starting.

Account and permission requirements

• An active SurveyMonkey account with at least one existing survey.
• An active Hubspot account with permission to install and manage integrations.
• Admin or integration-level access to connect third-party apps in your Hubspot portal.

If you manage a larger team, coordinate with your CRM admin so the integration aligns with your existing contact properties and data standards.

Data and property planning in Hubspot

Before turning the integration on, identify which survey questions you want to sync to Hubspot and how they should map to contact properties.

• Decide which questions represent contact attributes (for example, role, industry, NPS score).
• Plan custom properties in Hubspot for any data points that do not already exist.
• Confirm formats (text, number, date, single checkbox, dropdown, radio, or rating scale) so responses map cleanly.

Proper planning reduces cleanup work later and helps keep your CRM reporting accurate.

How to Install the SurveyMonkey Integration in Hubspot

Once your accounts are ready, you can install the integration from your app marketplace.

1. Log in to Hubspot. Use an account with permission to install apps.
2. Open the Hubspot App Marketplace. From the main navigation, go to your settings or app marketplace section and search for “SurveyMonkey.”
3. Select the SurveyMonkey app listing. Review the details, required scopes, and supported features.
4. Click to connect the app. You will be redirected to SurveyMonkey to authorize Hubspot access.
5. Authorize the connection in SurveyMonkey. Log in if prompted, then approve the requested permissions so SurveyMonkey can sync responses into Hubspot.
6. Return to Hubspot to confirm installation. The app should now appear in your connected integrations list.

If you need more detail on installation options or supported features, you can review the official instructions on the SurveyMonkey and Hubspot integration page.

Configure Survey Settings for Hubspot Sync

After installing the integration, configure how your survey behaves so responses sync properly to your CRM.

Enable contact creation and updating in Hubspot

Within the SurveyMonkey integration settings, you can typically choose whether responses create new contacts or update existing ones in Hubspot.

• Create contacts: Turn this on if you want new survey responders who are not yet in your CRM to become contacts.
• Update contacts: Enable this so that existing Hubspot contacts are enriched when they fill out the survey.
• Email matching: Confirm that email is the primary identifier, so SurveyMonkey responses map to the correct records in Hubspot.

This setup ensures data from your surveys flows to the right place without creating duplicates.

Choose which SurveyMonkey surveys sync to Hubspot

If you have multiple surveys, you can limit sync to specific ones.

1. Open the SurveyMonkey integration settings in Hubspot.
2. Locate the section listing your available SurveyMonkey surveys.
3. Select the surveys you want to sync with Hubspot.
4. Save your changes so syncing begins for the selected surveys only.

Keeping the sync limited to key surveys helps maintain data quality and keeps your CRM focused on the most relevant feedback.

Map SurveyMonkey Fields to Hubspot Properties

Mapping is the most important step for ensuring survey data is usable across your marketing, sales, and service workflows.

Understand supported question types for Hubspot

Not all SurveyMonkey question formats map perfectly to CRM fields, so focus on the types supported by Hubspot contact properties.

• Text fields: Map to single-line or multi-line text properties in Hubspot.
• Radio buttons and dropdowns: Map to single checkbox or dropdown properties.
• Rating scales or NPS-style questions: Map to number properties to support scoring and reports.
• Dates: Map to date-picker properties for time-based reporting.

For complex survey logic or advanced question types, consider storing the data in a text property and using it mainly for reference instead of structured reporting.

Create necessary custom properties in Hubspot

Before final mapping, create any additional Hubspot properties you need.

1. Navigate to your property settings in Hubspot.
2. Create new contact properties for each important survey field that does not already exist.
3. Select the correct field type (text, number, dropdown, date, etc.).
4. Standardize property naming conventions so your team can easily identify survey-based fields.

Once these properties exist, you can map them in the integration interface.

Set up field mappings between SurveyMonkey and Hubspot

Use the integration mapping screen to connect each survey question to a Hubspot property.

1. Open the SurveyMonkey integration configuration in Hubspot.
2. Find the field mapping or question mapping section.
3. For each survey question you want to sync, choose a corresponding Hubspot property.
4. Save your mappings so future responses populate the selected properties automatically.

Keep mappings as simple as possible at first; you can refine them once you review your initial response data inside Hubspot.

Deploy Your Survey and Capture Data in Hubspot

With the integration and mappings in place, you can deploy your survey and start capturing real-time responses in your CRM.

Distribute the SurveyMonkey link via Hubspot

Use your existing marketing tools to send survey invitations.

• Include the SurveyMonkey link in marketing emails from Hubspot.
• Add the survey link to thank-you pages, support follow-up emails, or onboarding sequences.
• Segment contact lists in Hubspot to send tailored surveys to different customer groups.

When recipients complete the survey, their responses will sync back according to your mapping and contact creation rules.

Verify response data inside Hubspot

Once responses start coming in, spot-check your CRM to make sure everything is working correctly.

1. Open a contact that has filled out the survey.
2. Review the mapped properties to confirm values from SurveyMonkey appear as expected.
3. Check for duplicates or incorrect property types that may need adjustment.

Use these early results to refine your mappings or property definitions before scaling to larger audiences.

Using Survey Data for Automation in Hubspot

When survey data lives inside your CRM, you can use it to segment contacts, personalize communication, and trigger workflows.

Segment contacts based on survey responses

Segmenting by survey fields lets you create more precise lists and reports.

• Create lists in Hubspot using conditions such as NPS score, satisfaction rating, or product interest.
• Use those lists to send targeted follow-up campaigns.
• Build reports that combine survey data with lifecycle stage or deal information.

Trigger workflows using SurveyMonkey data in Hubspot

Automations based on survey responses can improve both customer experience and internal processes.

• Send thank-you emails to respondents who submit surveys.
• Alert account managers when a contact reports low satisfaction.
• Start onboarding or upsell workflows when a respondent indicates interest in new features.

By treating survey responses as first-class CRM data, you turn feedback into immediate, trackable action.

Next Steps and Additional Resources

With SurveyMonkey and Hubspot integrated, your team can continuously refine surveys and CRM properties to improve insight and automation.

For broader CRM strategy, implementation help, or optimization ideas beyond this integration, you can explore expert resources at Consultevo.

To review the most up-to-date, official configuration details and any feature changes for this integration, always refer to the original instructions on the SurveyMonkey and Hubspot help page.

Need Help With Hubspot?

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