How to integrate HubSpot with Trustmary
Please note you'll need a HubSpot subscription which includes Custom Objects to fully utilize this integration. Without Custom Objects, you can still automate sending surveys, but synchronizing data back to HubSpot isn't available.
In this article we'll show you how to install and set up your HubSpot–Trustmary integration to automate your review and feedback collection processes. The integration enables automatic transferring of contacts between HubSpot and Trustmary, in addition to syncing their answers to Trustmary's surveys back to HubSpot.
This is a "native" integration, so no third-party tools are needed. To learn more about integrating other apps to Trustmary, or if you have a specific use case in mind, see our article about integrations with Zapier.
Sign in to Trustmary, and navigate to Integrations
Find HubSpot in the listing, and click Integrate
Sign in to HubSpot and install the Trustmary application
Jump back to Trustmary, and add triggers to the integration (the conditions by which surveys are sent to contacts)
Start by opening Trustmary, and navigating to Integrations. From the Integrations menu, search the list for HubSpot. Click Integrate to install the integration.
This redirects you to HubSpot, where you can sign in and install the Trustmary application to your HubSpot account.
After signing in, click on the Connect app button to install the application. This will install the Trustmary app to your HubSpot workspace, and create all necessary fields and objects for it to function.
You'll then be redirected back to Trustmary, where you can now find the integration management modal, where you can Add triggers which determine on what conditions the contacts are sent to Trustmary.
You can return here later by navigating to Integrations, and clicking the Manage integration button under HubSpot.
Triggers are the conditions by which contacts are sent from your HubSpot to Trustmary. You can add as many as you like, and filter our precisely which contacts you want to include. Answer data from these contacts can also be synced back to your HubSpot account, more on this below.
Triggers can be added by clicking the Add trigger button. After this you'll go through the steps of first setting the trigger, mapping Trustmary contact fields to those in HubSpot (called properties), and setting the action that happens after triggering.
The answer data can also be synchronized back to your HubSpot account. Regarding this, you'll find two toggles in the integration menu:
New response will create a new Trustmary review item
This will create a new review item into HubSpot each time a response matching the trigger is given. This will enable you to save historical data of your answers for your customers, and can be very useful when analyzing feedback.
New response updates contact fields
When turned on, this will update the contact fields on your HubSpot based on the response data in Trustmary. Please note the field values will be overwritten. Keep the first toggle on to save previous answers to HubSpot.
Installing the Trustmary application to HubSpot should automatically create a Custom Object (if supported by the HubSpot plan) into which the answer data is synced back to. If for some reason the Custom Object can't be created automatically, you can create one yourself with the correct properties in HubSpot settings.
To create a custom object in HubSpot, follow these steps:
Open HubSpot Settings (the cogwheel icon at the top).
From the Settings menu, locate Objects.
Scroll down in the Objects category to find Custom Objects.
Click on Create custom object, and in the creation flow give the object the internal name trustmary_responses
Navigate back to Settings, select Properties, and Create property.
Create new properties to the Trustmary Custom Object with the following internal names and types:
text: text
rating_stars: number
rating_csat: number
rating_nps: number
survey_id: text
answer_id: text
After these steps, everything should be configured for you to sync the answer data back to HubSpot.
Introduction
In this article we'll show you how to install and set up your HubSpot–Trustmary integration to automate your review and feedback collection processes. The integration enables automatic transferring of contacts between HubSpot and Trustmary, in addition to syncing their answers to Trustmary's surveys back to HubSpot.
This is a "native" integration, so no third-party tools are needed. To learn more about integrating other apps to Trustmary, or if you have a specific use case in mind, see our article about integrations with Zapier.
Quick steps
Sign in to Trustmary, and navigate to Integrations
Find HubSpot in the listing, and click Integrate
Sign in to HubSpot and install the Trustmary application
Jump back to Trustmary, and add triggers to the integration (the conditions by which surveys are sent to contacts)
Installing the integration
Start by opening Trustmary, and navigating to Integrations. From the Integrations menu, search the list for HubSpot. Click Integrate to install the integration.
This redirects you to HubSpot, where you can sign in and install the Trustmary application to your HubSpot account.
After signing in, click on the Connect app button to install the application. This will install the Trustmary app to your HubSpot workspace, and create all necessary fields and objects for it to function.
You'll then be redirected back to Trustmary, where you can now find the integration management modal, where you can Add triggers which determine on what conditions the contacts are sent to Trustmary.
You can return here later by navigating to Integrations, and clicking the Manage integration button under HubSpot.
Adding triggers & syncing data to HubSpot
Triggers are the conditions by which contacts are sent from your HubSpot to Trustmary. You can add as many as you like, and filter our precisely which contacts you want to include. Answer data from these contacts can also be synced back to your HubSpot account, more on this below.
Triggers can be added by clicking the Add trigger button. After this you'll go through the steps of first setting the trigger, mapping Trustmary contact fields to those in HubSpot (called properties), and setting the action that happens after triggering.
Syncing data to HubSpot
The answer data can also be synchronized back to your HubSpot account. Regarding this, you'll find two toggles in the integration menu:
New response will create a new Trustmary review item
This will create a new review item into HubSpot each time a response matching the trigger is given. This will enable you to save historical data of your answers for your customers, and can be very useful when analyzing feedback.
New response updates contact fields
When turned on, this will update the contact fields on your HubSpot based on the response data in Trustmary. Please note the field values will be overwritten. Keep the first toggle on to save previous answers to HubSpot.
Manually creating the Custom Object
Installing the Trustmary application to HubSpot should automatically create a Custom Object (if supported by the HubSpot plan) into which the answer data is synced back to. If for some reason the Custom Object can't be created automatically, you can create one yourself with the correct properties in HubSpot settings.
To create a custom object in HubSpot, follow these steps:
Open HubSpot Settings (the cogwheel icon at the top).
From the Settings menu, locate Objects.
Scroll down in the Objects category to find Custom Objects.
Click on Create custom object, and in the creation flow give the object the internal name trustmary_responses
Navigate back to Settings, select Properties, and Create property.
Create new properties to the Trustmary Custom Object with the following internal names and types:
text: text
rating_stars: number
rating_csat: number
rating_nps: number
survey_id: text
answer_id: text
After these steps, everything should be configured for you to sync the answer data back to HubSpot.
Updated on: 15/04/2025
Thank you!