CX Cards: Automated Customer Feedback for HubSpot

Power up your HubSpot CRM with automated surveys that capture customer sentiment after every key interaction—whether it’s a closed deal, completed ticket, or finished onboarding. Turn feedback into insights to drive retention, optimize workflows, and improve customer experience.

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Effortless Feedback Collection for Sales, Marketing & Support

CX Cards integrates seamlessly with HubSpot to deliver surveys triggered by lifecycle stages, pipeline updates, ticket closures, and custom events. Use feedback to improve engagement, increase conversions, and support data-driven decision-making.

Easy Setup, Instant Results

Get up and running in minutes—no coding needed. Configure survey workflows quickly and start collecting actionable feedback right inside HubSpot.

Core Features

Survey Automation Across the HubSpot CRM

Trigger surveys based on CRM actions like deal stage changes, ticket resolution, form submissions, or email sequences.

Flexible Conditions for Triggering Surveys

Set up workflows to send surveys based on contact lifecycle stages, pipeline position, or any HubSpot property or activity.

Audience Targeting for Personalized Feedback

Send surveys to contacts, companies, or segments such as new leads, loyal customers, or churned users.

Native HubSpot Integration

Automatically associate survey responses with contact, company, deal, or ticket records for a full 360° view.

How It Works

CX Cards automates surveys based on key events, captures feedback, generates insights, and triggers alerts or cases for proactive customer support.

Detect lifecycle events

like deal closed, ticket resolved, or contact stage change.
Trigger a survey email

via HubSpot workflow or custom automation.
Collect real-time feedback

with high response rates.
Automatically sync survey results

to HubSpot contact, company, deal, or ticket records.
Create alerts

based on negative scores (e.g., NPS or CSAT) to drive quick action.
Launch follow-up workflows

or internal tasks directly from survey responses.

Use Cases

Customer Satisfaction Tracking

Measure how customers feel across onboarding, support, and purchase journeys to identify growth opportunities.

Evaluate Support Agent and Sales Rep Performance

Use feedback to assess and improve how your teams are engaging with customers.

Post-Ticket or Deal Closure Feedback

Get timely insights after resolution or deal win/loss to improve your service and sales approach.

Optimize Customer Journeys

Leverage real feedback to fine-tune workflows across sales, service, and marketing.

Event-Based Feedback Automation

Send Surveys at Critical Lifecycle Moments

Trigger surveys when a contact becomes an MQL, when a deal moves to a new stage, or when a ticket is closed.

Precise Timing for Better Engagement

Send feedback requests right after onboarding, post-purchase, or following a service touchpoint for the highest response rates.

Custom Trigger Rules by List, Property, or Event

Use contact properties, custom fields, or HubSpot lists to define exactly when and to whom surveys are sent.

Track Engagement Across the Entire Funnel

Capture insights across deals, tickets, email journeys, and landing page interactions to optimize the full customer lifecycle.

Actionable Insights from Feedback

Close the Loop Automatically

Use feedback to trigger follow-up sequences, internal tasks, or notifications within HubSpot.

Real-Time Alerts for At-Risk Customers

Automatically escalate low scores to your success or support teams for fast intervention.

Align Teams Around Customer Feedback

Give sales, service, and marketing teams instant visibility into customer sentiment right inside the HubSpot dashboard.

Survey Data for Reporting & Automation

Track satisfaction trends over time, create reports, and use feedback as conditions in workflows and lists.

Enterprise-Level Security & Data Protection

CX Cards ensures secure feedback collection and storage, with full compliance to major data privacy standards.

Start Capturing Feedback in HubSpot Today!

Free Trial Available – Experience it risk-free.
No-Code Setup – Go live in minutes.
Works Across All Hubs – Sales, Service, Marketing, and more.