The Skeepers Feedback Management solution can interact with many other platforms in your work environment.
You can connect Skeepers to HubSpot using a connected application. Its installation is quick and accessible to everyone. This integration will allow you to use mapping to automatically transfer respondent information to HubSpot, thereby streamlining the management of your marketing campaigns.
Learn how to configure this integration by following these simple steps.
Usage
The connected HubSpot application simplifies your CRM management by feeding HubSpot with your respondents' data.
We explain how to set up HubSpot's CRM feed in the article Using Skeepers to feed HubSpot.
Accessibility
- The connected HubSpot application is available to everyone
Requirements
- Be logged in as an administrator of your HubSpot account
- Be logged in as a user with the "Account Settings" permission on your Skeepers account
Connecting to HubSpot
From the "Settings" tab visible in the left sidebar of the platform, go to the "Integrations" section, then "Available applications".
Use the search bar located on the right to find "HubSpot". This connected application can be used for data mapping (learn more about webhooks). Click the "Integrate" button.
Then add a new managed authentication. Name this new authentication and complete the fields.
To complete the authentication fields, we recommend referring to the documentation provided by HubSpot on this topic: Authentication methods on HubSpot.
Then press the "Save" button, followed by "Test connection".
The authentication is now set up.
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If the authentication has this symbol in the list, it is well connected |
If the authentification has this symbol in the list, it means it is disconnected, please verify the fields and intervene |
Mapping configuration
By configuring the mapping, you can define the data you want to transfer from Skeepers to HubSpot.
To do so, go to the "Mappings" tab of your new connected HubSpot application and press the "Add new mapping" button.
Next, name this new mapping. It should reflect its purpose (example : detractor client, unsubscribed, etc.). Then, select the newly created authentication in the "Authentication" field.
In the "Distant app object", select the element you wish to enrich in HubSpot.
The "Identification field" corresponds to the data used to locate an element in HubSpot.
The "Operation" field allows you to choose whether you want to :
- create the data in HubSpot (Create)
- update existing data by overwriting the previous entry with the new one (Update)
- or create the data if it does not exist and update it if it already exists (Create or Update)
Mapping fields must then be added and completed based on the variables you wish to transfer from Skeepers to HubSpot. The elements in the "Internal object" column correspond to variables in Skeepers (attributes, tags, answers, etc.), while those in the "External field" column correspond to the information and fields in HubSpot.
The "Transformation" field is only required in very specific cases where the data must be altered to fit a precise format (example : transforming a phone number starting with "+336XXXXXXXX" into "06XXXXXXXX").
Press the "Save" button once everything is in order. If everything is properly configured, the fields should begin populating automatically.
For a better understanding of mapping, refer to our article Enhance CRM data using mapping.
If you have any questions, feel free to contact our Customer Care team.