Connect your HubSpot CRM with AskNicely to automate survey delivery, sync customer data, and display NPS feedback within HubSpot. This integration is flexible, powerful, and easy to configure.
🧭 Introduction
HubSpot is one of our most flexible and easy-to-configure integrations. Once connected, you’ll be able to:
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Sync contact properties into AskNicely to segment, filter, and analyze survey responses.
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Display AskNicely scores and comments directly in HubSpot’s contact timeline and properties.
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Trigger HubSpot workflows based on NPS scores or survey feedback.
📋 Know Before You Go
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✅ You must have a paid HubSpot Marketing Site and access to Active Lists.
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📥 AskNicely imports contacts from selected Active Lists nightly.
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🧼 AskNicely only displays up to 2,000 Active Lists. Remove unused lists if the integration page times out.
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❌ AskNicely cannot import Company fields, only Contact fields.
- If a contact no longer meets the criteria you have set for your chosen Active List and they "fall off" of the list, they will be deactivated in AskNicely and won't be eligible to receive automated surveys.
- If an Active List is deselected in the AskNicely Integration Page, Contacts already synced over will stay active unless manually made inactive.
We recommend:
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Using criteria like “Do Not Contact = False” in your Active Lists to exclude customers who shouldn't be surveyed.
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Reviewing your Global Contact Rule on the Send page to control how often surveys are sent.
🔧 Connecting HubSpot & AskNicely
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Log into your HubSpot instance in a separate tab.
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In AskNicely, go to App Store > Integrate > HubSpot > Configure > Edit.
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Click Connect HubSpot and authorize AskNicely.
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A new HubSpot window will open – follow the prompts to connect.
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Once connected, return to AskNicely to continue setup.
📂 Selecting Active Lists
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Select checkboxes next to any Active Lists you wish to import.
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Lists are synced nightly at 11pm local time.
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The name of each list becomes the Segment in AskNicely (see it on the Contacts page under the "Segment" column).
🧩 Selecting Contact Properties
Imported HubSpot fields:
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Create Leaderboards on the Dashboard.
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Can be used as Filters to analyze results by group.
Useful examples: plan type, sales rep, region, or service tier.
⚠️ If a field isn’t showing, it may be a Company property. Ask your HubSpot admin to mirror it on the Contact record.
You can return to App Store > Installed Apps > HubSpot > Edit to add/remove properties anytime.
📊 Displaying AskNicely Fields in HubSpot
AskNicely data can appear in two places:
🕓 Contact Activity Timeline
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Open a contact, click Filter Activity, and enable AskNicely.
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View score, comment, tag, category, NPS question, and timestamp.
🧑💼 About This Section
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Scroll to View all properties.
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Click Set default properties.
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Search and add these:
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NPS Comment
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NPS Date
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NPS Score
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NPS Segment
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NPS Tag
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🎉 That’s it—you now have a 2-way sync between HubSpot and AskNicely!
📍 Where is AskNicely Response Data Stored in HubSpot?
AskNicely survey response data is stored in two locations on the HubSpot contact record:
1. Most Recent Response (Custom Fields)
After installing the AskNicely package, custom fields are added to each HubSpot contact record. These fields will always display the most recent survey response for that contact. Every time the contact completes a new survey, these values will update automatically.
2. Historic Responses (Activity Log)
In addition to the custom fields, all past responses are logged under the Activities tab of the contact record. This allows you to view a full response history and track changes in sentiment over time.
🔌 Disconnecting HubSpot
To disable the integration:
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In AskNicely: App Store > HubSpot > Remove HubSpot
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In HubSpot: Follow their official Help Article
🧹 Data Retention
Disconnecting won’t delete Contacts or Responses from either system. To bulk remove synced HubSpot data in AskNicely, contact support.
🔗 Suggested Articles
🙋 Need Help?
Reach out via the in-app chat bubble or email us at support@asknice.ly — we’re happy to assist!