1.Monitors new marketing list contact
Integrate HubSpot and marketing list automation to detect new contacts entering a configured marketing list.
Update contact records with NPS survey responses
Automatically detect new contact entries from HubSpot marketing lists and match them across Microsoft Dynamics 365 CRM. Automatically update CRM contact NPS scores and add an audit tagβso you can segment contacts, support follow-up, and avoid manual CRM data entry.
How this automation keeps your CRM NPS data accurate
When new contacts with NPS responses enter your configured HubSpot marketing list, mismatched or delayed updates can slow segmentation and follow-up. This automation finds the CRM contact, updates the CRM NPS score, and adds an audit markerβso your team can act on current feedback automatically.
HubSpotor swap with your favorite app
2.Finds CRM contact by email
Integrate Microsoft Dynamics 365 CRM and CRM search to find the matching contact by email for update.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Updates CRM contact NPS score
Integrate Microsoft Dynamics 365 CRM and CRM field mapping to write the NPS score to your configured contact field.
4.Updates HubSpot contact record
Integrate HubSpot and audit tagging to set a sync marker and include the NPS value for auditability.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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