I’m trying to create an NPS-style email on Typeform that would integrate with our CRM in Hubspot. From there, I’d like to assign an ‘Advocate’ status to those that score the company 9 or 10.
Anyone done that (or has any ideas)?
I’m trying to create an NPS-style email on Typeform that would integrate with our CRM in Hubspot. From there, I’d like to assign an ‘Advocate’ status to those that score the company 9 or 10.
Anyone done that (or has any ideas)?
Hi
Hi Liz, thanks so much for that,
I *think* I may have figured it out?.. I created a third question with an email field, which allowed me to connect Hubspot with Typeform (I previously wasn’t even letting me do that), and have created a new custom field in Hubspot for ‘NPS score’. I’ve connected it so the first question on my Typeform survey now corresponds with the NPS Score field in Hubspot, meaning I can create a workflow to change the status of anyone who scores us 9 or 10 to an ‘Advocate’…
I’ve removed the third email question from the survey and have asked someone in the team to click through from the Hubspot email I sent them (with the survey embedded) and give a score in question 1. It’s recorded their score under ‘NPS score’ in Hubspot so *hopefully* that’s now all connected and ready to go?… I’ll need to test with a few more users, but I think that’s it?
Yeah, that’s what I was thinking! If that’s working for you, you should be good to go, but if you need any additional setup help, let me know.
Hi
That’s brilliant! Thanks for letting me know :)
Of course! Hopefully once it comes out, it’ll by handy for you,
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