Pulse Insights Documentation
  • Pulse Insights Overview
    • 👋Welcome to Pulse Insights
  • Implementing Pulse Insights (Dev)
    • Implementing on Web and Mobile Web
      • Deploying your tag (code snippet)
      • Ingesting contextual data for targeting and analysis
      • Client Key
      • Tracking Events (aka High Value Actions)
      • Presenting a specific survey
      • Supporting Inline surveys
      • Callbacks
      • Privacy Features
        • Identifiers, cookies, and local storage
        • Data that Pulse Insights stores
      • QA Process and Preview Mode
        • JavaScript Object
      • Single Page Apps
      • Load Time & Availability
      • Bot blocking
      • Customer-initiated Feedback
    • Implementing in email
      • Dynamic Email
    • Implementing in Native Apps
      • Android
        • Android Release Notes
        • Android Demo App
      • iOS
        • iOS Release Notes
        • iOS Demo App
      • Demo App Help
  • Integrations
    • Integrations overview
      • Hubspot
      • Braze
      • Google Analytics
      • Data Lake
  • Configuring Pulse Insights (Console)
    • Account Setup
      • Authentication & SSO
      • Inviting Collaborators
      • Roles & permissions
    • Dashboard & Program Management
      • Survey Status
    • Editor
      • Question Types
        • Survey Invitation
        • Single Choice
          • Using Images
        • Multiple Choice
        • Free Text
        • Net Promoter Score
        • Slider
        • Custom Content (Next Best Action)
        • Thank You Message
          • Poll (Show Results)
      • General
      • Targeting
        • Devices & Channels
        • Sample Rate
        • URL & Events
        • Dates
        • Previous Responses
        • On Page Behavior
        • CRM Targeting
        • Geo Targeting
        • Goal
        • User Behavior
        • Advanced Settings
      • Formatting
        • Widget Types
          • Docked
          • Bottom Bar
          • Top Bar
          • Overlay
          • Inline
        • Themes
        • Question Display
        • Custom CSS (Survey-level)
        • Supported Markdown
      • Link Builder
      • Preview
      • Survey Groups (Localization)
    • Reporting
      • Results Page & Filtering
      • On Demand
        • Columns/Data Dictionary
      • Scheduled Reports
      • Free Text
        • AI Generated Summary
        • Responses & Tagging
      • Custom Content Reporting
      • Viewable Impressions
    • Account Level Settings
      • Get Code Snippet
      • Global Targeting
      • Data & Integrations (Callbacks)
      • Data Restrictions
      • Themes
      • Automations
        • High Value Actions (Events)
      • Activity Log
      • Configured by Pulse Insights
  • Best Practices
    • Best Practices
      • Copy
      • Design and Execution
      • Targeting
      • Widget Types
      • Sample Rate
      • Submission Rates
      • Special Features
      • Best Practices for Progressive Profiling
  • API
    • API reference
      • Surveys
        • Questions
        • Poll
      • Q
        • A
      • Direct serve
      • Serve
      • Results
      • Present results
      • Track event
      • Custom content link click
      • Submissions
        • All answers
        • Answer
        • Close
        • Viewed at
      • Devices
        • Set data
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On this page
  • What the integration accomplishes
  • Integration Flow
  • Prerequisites
  • Inputs we'll need from you

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  1. Integrations
  2. Integrations overview

Hubspot

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Last updated 1 year ago

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What the integration accomplishes

This integration enables you to take responses from Pulse Insights and insert them into the appropriate user's Hubspot record so you can personalize future marketing and servicing communications and experiences.

For example you might:

  • Capture a shopping preference and use that to personalize marketing emails

  • Capture a communication channel preference and then use that utilize the preferred channel

  • Capture data such as location or birthday to trigger or personalize offer emails

  • Capture feedback like satisfaction to inform models.

  • Capture email feedback like email relevance to suppress disinterested audiences

Pulse Insights will get the data into Hubspot. From there, it will be up to you to leverage that data to provide superior service and marketing.

Integration Flow

Prerequisites

Email links that capture user feedback will need to ingest the Hubspot Contact ID in order to update the appropriate record in Hubspot. You can ingest the Contact ID by appending the following to the Pulse Insights links.

&hscid={{contact.hs_object_id}}

Inputs we'll need from you

  • Endpoint details

  • Access Token (if this changes frequently, we will need to know updated Token to avoid interruption in data send)

  • Object Type (e.g. "Contacts) and Group (e.g. Contact Activity)

  • Property Name/Label of where the data will be hosted

  • Field Type (e.g. single-line text or Number)

  • Frequency (batch or near real-time)

  • Update or create

Learn more about .

In order for us to configure the integration, we'll ask you tell us how you'd like it to work via .

UserID (often contact.id). Please see more details on Client Key .

link creation here
this form
here