In this article, you will learn how to install the integration and how the integration works.
Why a Harvestr x HubSpot integration?
Your sales and success teams gather product feedback from customers and prospects daily.
To help you keep track of this valuable feedback and merge it with your other feedback channels, we have built a two-way integration that allows teams working in HubSpot to:
1. Escalate product feedback to Harvestr from HubSpot companies, contacts, and deals
2. Keep track of feedback statuses inside of HubSpot and have access to an individual roadmap for each customer
How to install the Harvestr x HubSpot integration?
Prerequisites
All you need is the following:
a HubSpot Admin account
a Harvestr Editor account on any paid plan (Core, Scale or Elite)
1. Connect HubSpot to Harvestr
Go to Settings > Integrations > HubSpot and click Connect a HubSpot account. This will pop up the HubSpot OAuth window, and you simply need to proceed. You will then see the permissions you are granting Harvestr, namely:
View properties and other details about contacts
View properties and other details about companies
View properties and other details about deals.
View details about users assigned to a CRM record.
2. The Harvestr Product Feedback widget
Now that your Harvestr and HubSpot accounts are connected, the Harvestr Product Feedback widget will be displayed in all HubSpot company, contact and deal records.
The widget will be displayed at the bottom of the right sidebar, and it can be moved up to be more visible and to facilitate adoption.
If you do not see the feedback widget after installing the integration, go to your Record customization settings in HubSpot and add it to your Company, Contact, and Deals records.
How to use the Harvestr x HubSpot integration?
1. Create feedback from HubSpot companies, contacts, and deals and send it to Harvestr for the product team
To create new feedback and send it to Harvestr for the product team, click the New Feedback button on the widget. It will open a new window where you will be able to create Feedback by choosing:
Title: give an optional title to your feedback
Said by: Choose whether you want to assign this feedback to a HubSpot company and/or contact. The default type will be the type of the object from which you are creating feedback. When creating feedback from deals, we assign it to the related company by default or the related contact if no company is associated with the deal.
IMPORTANT: by default, HubSpot Companies will be matched with Companies in Harvestr, and Contacts will be matched with Users. When these Companies and Contacts do not already exist in Harvestr, new Companies and Users will be created.Company: choose, among existing HubSpot Companies, the Company you want to assign the feedback to
Contact: choose, among existing HubSpot contacts, the Contact you want to assign the feedback to
Labels: one can add labels when sending feedback from HubSpot. You choose which labels are available in HubSpot in Settings > Feedback labels, in the Visible in column
Content: enter the feedback content
Structure feedback collection with templates
To structure the feedback you get from Sales and Customer Success, you can define a default feedback template that will be pre-loaded when someone opens the feedback widget in HubSpot.
To change it, go to Settings > Integrations > HubSpot and click Edit template on the Feedback template card:
under Default fields, choose which of Title, Customer, Labels and Linked discoveries to show, and which are Required (Customer is always shown: it can only be made required)
under Custom questions, click Add question to add your own. Text fields are converted into feedback content, and select fields map to feedback labels
Then click Save.
2. Track feedback status per company, contact and deal
After creating new Feedback, you can follow its status and the status of the Discoveries it is linked to. This information will be visible from the Product Feedback widget for each HubSpot Object linked to existing Feedback.
We will also match feedback and linked Discoveries to your HubSpot Objects, even if this feedback was not created from HubSpot.
For companies, the matching will be done by their names.
For contacts, the matching is done using the contact's email as a unique identifier.
For deals, we will display feedback linked to the company associated with that deal. If no associated company exists, we will display feedback linked to the contact associated with that deal.
Let's say you have a HubSpot company called Account1. Someone from your team creates new feedback in Harvestr and links it to the Harvestr Company called Account1. This feedback will also be linked to Account1 in HubSpot.
Closing the feedback loop with your team
Harvestr can tell the teammates who send feedback from HubSpot what happened to it:
a teammate with a Harvestr account gets a notification in Harvestr and a line in their email digest
a teammate without an account gets an email, only if their address is on one of your approved domains
The events are set once for your whole organization, in Settings > Notifications. HubSpot follows these organization rules unless you give it its own: open it in the Per-channel rules card and choose Customised, or Off. The events you can turn on:
their feedback arrives in Harvestr
their feedback is linked to a discovery
a teammate comments on their feedback
the linked discovery moves to a status you chose, typically Planned or Shipped
The Notifications card on the HubSpot integration page summarizes what is currently on. Its Configure button opens the notification settings.
Here is what a status change email looks like:
For the full picture (approved domains, email limits, how to check what was sent), see Close the loop with feedback loop notifications.
How to upgrade the Harvestr x HubSpot integration?
When we release bug fixes or new features for the integration, the updates will be automatically added to your integration without any action required from your side.
How to uninstall the Harvestr x HubSpot integration?
To uninstall the integration from Harvestr, go to Settings > Integrations > HubSpot, click ⋯ next to your HubSpot account, then Disconnect workspace, and confirm.
To uninstall the integration from HubSpot, follow the steps described at the end of this article from the HubSpot Knowledge base.
Thanks to Harvestr, you can easily turn customer feedback from Sales and Success teams into prioritized features that will make your customers happier!
If you have requests or ideas about how we could improve our HubSpot integration to better fit your workflow, shoot us a message!