Connected systems
CRM
Salesforce and HubSpot, so contacts flow into Hub and scores such as account health flow back to the records your teams already use. Salesforce can also send Hub surveys itself, with the customer details it holds carried on the survey link.
Marketing platforms
Salesforce Marketing Cloud for sending survey invitations from your existing journeys.
Service desks
Jira and ServiceNow, with Closed-Loop cases creating issues and incidents.
Help desks and contact centres
Zendesk, Salesforce Service Cloud and Genesys Cloud, bringing customer conversations into Service Experience.
Email and SMS
Survey invitations, reminders, case acknowledgements and customer replies by email and SMS.
Our team sets up and tests each connection with you as part of onboarding.
Data in
- Recipient, order, spend, account, org chart and history imports with column mapping and preview.
- Journey and experience events sent server to server with an API key.
- Customer conversations through the conversation API or a CSV or JSON import.
- Consent your own systems collected, recorded as consent together with its source.
- Moving from another platform: see Moving to Hub.
Reaching people
- Tracked survey links and QR codes.
- An embeddable website feedback widget and intercepts.
- In-app, email and mobile push notifications for your team.
Results out
- PDF, PowerPoint and Excel exports.
- A key-authenticated results feed for BI tools such as Power BI, with personal data excluded.
- Survey results written back to Salesforce records and to Power BI on a schedule.
- Reputation data in JSON, CSV or Excel for Power BI or any other tool.
- Jira and ServiceNow tickets from Closed-Loop cases.
- Signed webhooks with retries for survey, response and case events.
- CSV, PNG and SVG export on charts.
Works with
- Moving to Hub: bring your history from Medallia, Qualtrics and others.
- Security and privacy: eU hosting, isolation, encryption and data subject rights.
- Reporting and dashboards: scheduled reports, dashboards and notifications.