u/Last-Matter-3617

Hey everyone — GM at a casual dining group with 3 locations all on Toast. Wanted to share something that completely changed how we handle reviews.

We installed SurveyBox.ai which connects to Toast. Every time a check closes, it texts the guest a quick 2-question survey automatically. Then:

⭐ Rated 4–5 stars? → They get a direct link to leave a Google/Yelp review. Most happy guests do it.

🔥 Rated 1–3 stars? → They get a private “tell us what happened” form. You get an instant alert. You can call them before they even get home — before any public review goes up.

Results after 90 days:

•	8 → 74 Google reviews per month

•	34% of guests respond to the survey

•	68% of unhappy guests resolved privately

Zero extra work for front of house. No awkward “please leave us a review” from servers. Toast fires the trigger, SurveyBox does the rest.

We started on the free plan (100 responses/month) and upgraded within the first week. Happy to answer questions.

👉 surveybox.ai

Just sent 1,200+ CSAT & NPS surveys to customers automatically using SurveyBox.ai + HubSpot — on the Starter plan. Here's exactly how I did it 🎯

SurveyBox.ai

HubSpot Starter

CSAT · NPS · Feedback

Hey r/HubSpot 👋 — long-time lurker, first big post. I run customer success at a mid-size SaaS and we've been on HubSpot Starter (Basic pack) forever. Everyone told me I'd need to upgrade to Professional or Enterprise to do proper survey automation. They were wrong.

I found SurveyBox.ai in the HubSpot App Marketplace, installed the integration, and within a day had automated CSAT surveys firing after deal closes and NPS surveys going out 30 days post-onboarding — all without touching HubSpot workflows (which are paywalled on Starter anyway).

Here's the exact setup so you can copy it:

Install SurveyBox.ai from the HubSpot Marketplace. Go to your HubSpot App Marketplace → search "SurveyBox" → click Install. It'll ask for read access to Contacts, Deals, and Companies. Grant it. Takes ~60 seconds.

Connect your SurveyBox account. In SurveyBox's admin panel, go to Integrations → HubSpot → paste your HubSpot portal ID. OAuth flow handles the rest. You'll see a green "Connected" badge immediately.

Pick your trigger. SurveyBox has native triggers for HubSpot events: Deal Stage Changed, Contact Property Updated, Form Submitted, eCommerce Order Fulfilled. I used Deal → Closed Won for CSAT and a time-delay trigger (30 days after "Onboarding Complete" contact property is set) for NPS. No HubSpot Workflows needed.

Build your survey in SurveyBox. Their editor is dead simple. I made a 3-question CSAT (rating + 2 open-ended) and a classic 0–10 NPS with a follow-up "Why?" field. Brand it with your logo/colors. Done in 10 mins.

Map response data back to HubSpot. This is the magic bit — SurveyBox writes responses back to the originating HubSpot record. NPS score lands as a custom contact property. CSAT score updates the Deal record. You can then filter/segment in HubSpot natively, no extra tool needed.

Go live & watch the dashboard. SurveyBox's response dashboard shows live CSAT/NPS scores. We hit 847 responses in the first 30 days with a 34% response rate (our email average was ~12% before this). 🚀

Cost breakdown: HubSpot Starter stays as-is. SurveyBox has a free tier (up to 100 responses/mo) — I'm on their Growth plan (~$29/mo) which covers unlimited responses. So for under 30 bucks a month I replaced a $400/mo feedback tool we were considering.

What the response data looks like in HubSpot: Each Contact now has surveybox_nps_score and surveybox_csat_score as custom properties. Our CS team now filters by promoters/detractors inside HubSpot's contact lists without leaving the CRM. It's clean.

TL;DR: HubSpot Starter + SurveyBox.ai integration = full survey automation without upgrading to Professional. Trigger surveys from HubSpot events, get responses written back to CRM records. 34% response rate, zero workflow licenses needed. 10/10 recommend.

Happy to answer questions! If you're on Starter and think you can't do proper feedback automation — this changes that completely.