# Connect Delighted to HubSpot

> Sync NPS, CSAT, and CES survey responses from Delighted directly into HubSpot so your sales and customer success teams always know how customers actually feel.

**Canonical page:** https://tray.ai/connectors/delighted-hubspot-integrations/
**Delighted connector:** https://tray.ai/connectors/delighted-integrations/
**Delighted documentation:** https://tray.ai/documentation/connectors/service/delighted
**HubSpot connector:** https://tray.ai/connectors/hubspot-integrations/
**HubSpot documentation:** https://tray.ai/documentation/connectors/service/hubspot

## Overview

Delighted and HubSpot are two of the most widely used platforms for understanding and managing customer relationships — Delighted captures the voice of the customer through NPS, CSAT, and CES surveys, while HubSpot centralizes every touchpoint across marketing, sales, and service. When these two platforms run separately, feedback data lives outside the CRM where your teams actually make decisions. Integrating Delighted with HubSpot means customer sentiment flows automatically into contact records, deals, and workflows, giving every team the context they need to act.

Customer feedback is only as useful as what you do with it. When Delighted survey responses stay siloed from HubSpot, customer success managers miss early warning signs of churn, sales reps pitch upsells to unhappy customers, and marketing sends campaigns to detractors. Connecting the two creates a closed-loop feedback system: survey responses automatically update contact properties, trigger enrollment in nurture sequences, alert account owners about at-risk accounts, and feed into reporting dashboards that tie sentiment scores to pipeline health. Your team responds to feedback in real time rather than after the fact — which means less churn, more expansion revenue, and one reliable source of truth for customer health.

## Use cases

### Sync NPS Scores to HubSpot Contact Properties

Every time a respondent submits an NPS survey in Delighted, their score, response category (Promoter, Passive, Detractor), and verbatim comment are automatically written to custom properties on their HubSpot contact record. Sales, marketing, and customer success teams get instant visibility into sentiment without ever leaving the CRM.

- Eliminate manual CSV exports and imports between Delighted and HubSpot
- Keep contact-level NPS data fresh and accurate across your CRM
- Enable HubSpot list segmentation and filtering based on real NPS scores

### Trigger HubSpot Workflows Based on Detractor Responses

When a customer submits a Detractor score (0–6) in Delighted, an automated HubSpot workflow fires immediately to alert the account owner, create a follow-up task, and enroll the contact in a recovery sequence. No unhappy customer slips through the cracks, and churn risk gets addressed before it compounds.

- Respond to Detractors within hours rather than days
- Automatically assign ownership for every at-risk account
- Log every recovery action in HubSpot for a full audit trail

### Enroll Promoters in HubSpot Advocacy and Referral Workflows

When a Promoter score (9–10) comes in through Delighted, HubSpot can automatically enroll that contact in a referral program sequence, send a review request, or flag them for a case study conversation. Catching positive sentiment at its peak meaningfully increases participation rates in advocacy programs.

- Surface your happiest customers at exactly the right moment
- Drive more Google, G2, and Capterra reviews without manual outreach
- Feed a steady pipeline of reference customers and case study candidates to your marketing team

### Update HubSpot Deal Health Scores Using CSAT Data

CSAT responses tied to support interactions or onboarding milestones in Delighted can be mapped to associated deals in HubSpot, updating a deal-level health score property in real time. Sales and CS teams can prioritize renewals and expansions knowing each account's full satisfaction history.

- Incorporate customer satisfaction data directly into renewal and expansion forecasting
- Identify deals at risk of churn before renewal conversations begin
- Give account executives a complete picture of customer health inside HubSpot

### Segment HubSpot Marketing Lists by Feedback Category

Automatically maintain smart HubSpot lists that segment contacts by their most recent Delighted survey category — Promoter, Passive, or Detractor. Marketing teams can then tailor email campaigns, ad audiences, and content offers to each segment based on how customers actually feel right now.

- Increase email engagement by personalizing outreach to match customer sentiment
- Suppress Detractors from promotional campaigns to avoid making things worse
- Build suppression audiences in HubSpot Ads based on low satisfaction scores

### Log Survey Responses as HubSpot Contact Timeline Activities

Each Delighted survey submission is logged as a custom timeline event on the corresponding HubSpot contact record, building a chronological history of every score and comment a customer has given. CS and sales reps can review this history directly in the contact record before any conversation.

- Give every customer-facing rep a longitudinal view of sentiment trends for each account
- Stop cross-referencing Delighted and HubSpot separately during QBRs
- Enable coaching and playbook development based on real feedback history

### Trigger Delighted Surveys from HubSpot Lifecycle Stage Changes

When a contact in HubSpot moves to a new lifecycle stage — such as becoming a Customer or reaching the Onboarding Complete milestone — a Delighted survey goes out automatically to capture their experience at that moment. Feedback collection stays tied to meaningful milestones rather than arbitrary schedules.

- Maximize survey relevance and response rates by timing asks to real customer moments
- Build a structured feedback cadence tied to your HubSpot lifecycle pipeline
- Ensure every new customer is surveyed post-onboarding without manual coordination

## Templates

### Delighted NPS Response to HubSpot Contact Property Sync

Automatically captures every new Delighted NPS survey response and writes the score, category, and comment to custom properties on the matching HubSpot contact record, keeping CRM data continuously up to date.

Connectors used: Delighted, HubSpot

### Detractor Alert and HubSpot Recovery Workflow Enrollment

Watches for Detractor scores in Delighted and immediately notifies the HubSpot contact owner via Slack or email, creates a follow-up task, and enrolls the contact in a predefined HubSpot churn-prevention workflow.

Connectors used: Delighted, HubSpot

### Promoter Advocacy Enrollment from Delighted High Scores

Automatically identifies new Promoter responses in Delighted and enrolls those contacts in a HubSpot advocacy sequence that requests reviews, offers referral incentives, or initiates a case study conversation.

Connectors used: Delighted, HubSpot

### HubSpot Lifecycle Stage Change to Delighted Survey Dispatch

Monitors HubSpot for contacts reaching key lifecycle stages and automatically triggers a personalized Delighted survey timed to capture feedback at the most meaningful moments in the customer journey.

Connectors used: HubSpot, Delighted

### Delighted Survey Response Timeline Logger for HubSpot

Logs every Delighted survey response — regardless of score — as a custom timeline event on the corresponding HubSpot contact record, building a full sentiment history viewable directly in the CRM.

Connectors used: Delighted, HubSpot

### Weekly Delighted NPS Digest to HubSpot Reporting Dashboard

On a weekly schedule, pulls aggregate NPS data from Delighted — including score breakdowns, response volume, and trend data — and posts a formatted summary to a HubSpot-connected Slack channel or updates a HubSpot custom report object for leadership dashboards.

Connectors used: Delighted, HubSpot

## Challenges Tray.ai solves

### Matching Delighted Respondents to HubSpot Contacts Reliably

Delighted identifies survey responses by email address, but HubSpot contacts may have multiple email aliases, merge history, or slight formatting variations that cause lookup failures and orphaned feedback records.

**How Tray.ai helps:** Tray.ai's built-in data transformation and conditional logic let you normalize email formats, run fuzzy matching against HubSpot contact records, and define fallback rules — such as creating a new contact or queuing records for manual review — so no response gets lost to a lookup mismatch.

### Handling Survey Responses for Contacts That Don't Yet Exist in HubSpot

Not every Delighted respondent will already have a HubSpot contact record, particularly when surveys are distributed through channels not managed by HubSpot. That leaves feedback with no CRM home and no owner assigned.

**How Tray.ai helps:** Tray.ai workflows can automatically create a new HubSpot contact when no matching record is found, populate it with the respondent's details from Delighted, and assign it to a default owner or queue it for enrichment — so every piece of feedback gets captured and actioned.

### Managing High-Volume Survey Response Throughput Without Delay

Enterprise customers running large-scale NPS or CSAT programs in Delighted can generate hundreds or thousands of responses in a short window — after a product launch or support ticket closure campaign, for example — which can overwhelm simple integrations and cause processing delays or data loss.

**How Tray.ai helps:** Tray.ai's workflow engine handles high-volume event ingestion without throttling, processing each Delighted webhook event in its own execution context. Built-in queuing and retry logic ensure that every response gets written to HubSpot reliably, even during traffic spikes.

### Keeping Custom HubSpot Properties in Sync with Delighted Survey Types

Organizations often run multiple Delighted survey types — NPS, CSAT, CES — each requiring different HubSpot property mappings. Managing these mappings manually as survey programs evolve is error-prone and leads to inconsistent data across contact records.

**How Tray.ai helps:** Tray.ai lets you build survey-type detection logic directly into your workflow, dynamically routing each Delighted response to the correct set of HubSpot property updates based on the survey type field. Centralizing this mapping logic in tray.ai means updates are made once and apply instantly across all workflows.

### Avoiding Duplicate Survey Triggers from HubSpot Workflow Automation

When HubSpot lifecycle stage changes or deal property updates trigger Delighted surveys, misconfigured workflows can fire multiple times for the same contact event — meaning respondents get duplicate survey requests that damage the customer experience and skew response data.

**How Tray.ai helps:** Tray.ai workflows include conditional branching and deduplication logic that checks Delighted for a recent survey sent to the same respondent before dispatching a new one. Configurable cooldown windows and last-survey-date checks ensure each customer receives surveys at the right cadence without accidental duplication.

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