Pro Tip: Using a Hubspot Workflow to add NPS Responses to a Contact Record
This article is based on the Appcues Hubspot Integration. If you don't already have this feature on your plan you can contact support or sales for more information on how to add this feature.
Sign up to receive weekly Pro Tips here!
With the Appcues <> Hubspot Integration, the events that are sent as part of the integration are sent into Hubspot as activity that will show as part of the contact history.
There are some cases where you may want to also have the information from that activity updated as a property on the contact.
This video provides a walkthrough of how a Hubspot workflow can be used to update a contact property based on the feedback that a user submits via NPS.
Note: the example workflow in this video will work the first time a given user submits an NPS score. If they resubmit the NPS survey at some point in the future, the workflow may look at the wrong instance of the event and submit the old information. In order to ensure this workflow only looks at the most recent NPS event, you'll also want to add some “occurred” logic options to set up time parameters on the trigger. Something like the below will help filter out older NPS events:
Since the NPS generally won't be showing more than once per day to a user, the only time there may still be multiple NPS score events for a single user is if they submit a score, then opt to go back from the feedback screen and update their score. In this case, there would be two NPS score events sent through the HubSpot integration and HubSpot may still pull the older value.