If you want to send engaging smart surveys to your HubSpot contacts, enrich your contact records in real time with high value customer data or even empower your teams with actionable real time insights right from HubSpot, you should connect your HubSpot and MyFeelBack accounts together.
Find how by following those few steps.
1 - Requirements
In order to configure your mapping, you have to make sure your campaign is correctly set up.
In order to design a precise and meaningful mapping, you should start by identifying what you want to map (i.e. what information you want to send to HubSpot).
In your survey, please identify your Attributes (and create some if you don't have any). You don't have to use Attributes, but most of the time, it allows you to easily exploit the identity of your respondents (and then link it to the correct Contact record in HubSpot). As a best practice, we recommend to create an "email" Attribute to find corresponding email fields between your respondents and your HubSpot contacts database. Also, add Tags in your questions to identify them easily once you will be creating the Mapping between MyFeelBack and HubSpot.
2 - Connect to HubSpot
Then you need to connect HubSpot to MyFeelBack. Go to Settings in the side menu and click on HubSpot in App Integrations.
You can now "Connect to HubSpot" and enter your HubSpot credentials.
3 - Mapping
Once you are connected to HubSpot, you can design your Mapping. In the side menu, select "Settings" and then "Mappings" in Campaigns.
Click on the "Add mapping" green button :
Then select HubSpot.
You can now set your HubSpot Mapping:
- Name it to easily remember it ("Update E-Commerce").
- In Distant CRM object, select the element you will feed inside HubSpot. As an example, select "Contact" to add content in a field inside a Contact.
- The Identification field is really important to link a contact between MyFeelBack and HubSpot. As an example, we choose to identify our customer thanks to his email address (which has to be the same in MyFeelBack and HubSpot for the mapping to work).
- The Operation allows you to choose to either create a new entry on HubSpot (Creation), update an existing entry by writing over an old one (Update), or even create an entry if the data does not exist yet and update if there is already existing data (Create or Update).
You now have to fill the Mapping fields:
- Internal objects are the information to find in MyFeelBack (in this case, a question associated to a Tag named "Reason_non_purchase").
- External fields are the fields which will be modified in HubSpot (in this case, a field called "Reason of non purchase" in your Contact sheet in HubSpot).
- Transformation is used only in very specific cases. It allows you to modify the format of your data (example: change a phone number from +001943XXXXX to 943XXXXX).
In our example, we want to identify the respondent via the "email" Attribute as MyFeelBack Internal object, and feed its answer to the question tagged "Email" to the "Reason of non purchase" field in HubSpot (External field of my Contact sheet in HubSpot).
Do not forget to save your modifications.
4 - Actions
Once your mapping is ready, you need to use it in an action inside your corresponding Campaign to make it work. On the "Set actions" tab of your Campaign, define your "when" and "if" conditions and make sure to select "Feed an application" as the "Then" condition.
In our example, our scenario basically says: "When" a page is submitted and "If" this Page is called "Abandoning", "Then" Feed an application with this specific mapping. Do not forget to save your modifications.
Don't forget to Save your scenarios before to leave the page.
All you need to do now is to deploy your Campaign and verify that everything works well in HubSpot.