Create a HubSpot CRM note from a new Retently survey response
About
This template allows you to automatically create a HubSpot CRM note when a new Retently survey response is submitted.
Apps Included
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This template adds a new row into a Google Sheets spreadsheet as soon as a new survey response is collected by Refiner.
While setting up the template, you need to take a generated webhook URL from Make and use it in Integrations>Webhooks in the Refiner UI.
The template expects your Refiner survey to have these questions:
- How disappointed would you be if you could no longer use our service?
- NPS score
The template saves the responses to this sample Google Sheets spreadsheet. You can make a copy of it for testing purposes.
Note that email values from Refiner will only be passed to Google Sheets if they are available for the particular survey submission.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Associates 2 CRM objects.
Creates multiple associations between CRM objects.
Associates an engagement with a contact, company, or deal.
Cancels a scheduled broadcast (e.g. tweet or facebook post).
Creates new customers or updates the existing ones and send a transactional survey.
Creates a new blog post.
Creates and immediately publishes a message on a specified social media channel..
FAQ