Connect HubSpot and
SurveyMonkey with AI

Automate survey distribution based on CRM segments, sync responses directly to contact records, and turn customer feedback into actionable pipeline insights. Stop manually exporting CSVs, matching respondents to contacts, and copy-pasting survey data into HubSpot fields.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Send satisfaction surveys to contacts when deals close won

Automatically trigger SurveyMonkey surveys when HubSpot deals reach closed-won stage. Redbird maps deal properties to survey variables, personalizes survey links, and tracks send status back to the deal record.

Sync survey responses to contact properties and lifecycle stages

Push SurveyMonkey response data directly into HubSpot contact fields as structured properties. Update NPS scores, satisfaction ratings, and feedback categories automatically, then trigger lifecycle stage changes or list memberships based on response values.

Create deals from high-intent product feedback survey responses

Monitor SurveyMonkey for responses indicating purchase intent or feature requests, then automatically create deals in HubSpot with pre-filled properties. Redbird matches respondents to existing contacts or creates new records with survey context in the deal notes.

Enrich contact segments with external survey panel data

Import SurveyMonkey audience or panel responses and match them to HubSpot contacts based on email, company domain, or custom identifiers. Append market research data, sentiment scores, and competitive preference data to contact records for better segmentation.

Alert sales reps when detractor responses come from active customers

Monitor SurveyMonkey for low NPS or satisfaction scores, cross-reference respondents with HubSpot active customer segments, and create tasks assigned to account owners. Include survey response details and customer history context in the task description.

Report on survey completion rates by lead source and campaign

Aggregate SurveyMonkey completion and response data alongside HubSpot lead source, original campaign, and contact properties. Generate cross-system reports showing which acquisition channels produce the most engaged survey respondents and highest quality feedback.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize HubSpot and SurveyMonkey with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both HubSpot's object relationships and contact properties, and SurveyMonkey's question types, collectors, and response schemas — so your feedback data flows intelligently into the right CRM records.

AI that understands CRM contacts and survey response structures

Redbird maps SurveyMonkey question IDs, answer choices, and custom variables to HubSpot contact properties, deal fields, and custom objects automatically. The AI recognizes text responses, rating scales, multiple choice answers, and matrix questions, then structures them as the appropriate HubSpot field types. When respondent emails match multiple contacts or survey data needs deduplication, Redbird handles merge logic and update rules without manual configuration.

Contact-to-respondent matching
Question-to-property mapping
Multi-answer field handling
Response deduplication logic
10×

faster than exporting survey CSVs and importing to HubSpot lists

No manual email matching, property mapping, or CSV reformatting required

Auto-generated reports

Redbird can pull from HubSpot and SurveyMonkey simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either HubSpot or SurveyMonkey.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from HubSpot into SurveyMonkey, or from SurveyMonkey back into HubSpot. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any deal stage change, form submission, or survey response event in either system.

HubSpot
Triggers & Actions
Trigger

Deal stage changed

Fires when a HubSpot deal moves to a new pipeline stage, useful for sending post-sale or milestone surveys.

Trigger

Contact enters list

Triggers when a contact is added to a specific HubSpot list, ideal for distributing surveys to segmented audiences.

Trigger

Contact property updated

Fires when specified HubSpot contact fields change, such as lifecycle stage or customer status updates.

Action

Update contact properties

Write survey response data into HubSpot contact fields as text, number, or dropdown values.

Action

Create or update deal

Generate new deals or modify existing ones based on survey responses indicating sales opportunities.

Action

Add contact to list

Assign HubSpot contacts to static or active lists based on survey completion or response criteria.

SurveyMonkey
Triggers & Actions
Trigger

New survey response received

Fires when a SurveyMonkey survey is completed, capturing all answer data for processing.

Trigger

Response matches filter criteria

Triggers when survey answers meet specific conditions, such as NPS detractors or feature request selections.

Trigger

Survey collector closed

Fires when a SurveyMonkey collector stops accepting responses, useful for triggering final analysis workflows.

Action

Send survey invitation

Distribute SurveyMonkey surveys to specific contacts with personalized variables from HubSpot data.

Action

Create survey collector

Generate new SurveyMonkey collectors programmatically for campaign-specific or segment-based distribution.

Action

Add contact to audience

Append respondent information to SurveyMonkey contact lists or panel audiences for future research.

HubSpot
+
SurveyMonkey

Ready to connect your stack?

Sync HubSpot with SurveyMonkey and stop manually matching survey responses to CRM records. Turn customer feedback into structured pipeline data automatically.

Get started → Book a demo