How Wahi Saves +10h Weekly Using Survicate Surveys in HubSpot Workflows

Wahi, a forward-thinking prop-tech company, faced the challenge of scaling its operations while maintaining a personal touch with customers and partner Realtors. With manual feedback follow-ups slowing the team down, they needed a smarter way to gather, analyze, and act on customer insights. Enter Survicate and HubSpot workflows—a dynamic duo that transformed Wahi’s approach to customer feedback and sales pipeline management.

Discover how Wahi streamlined feedback collection, boosted efficiency, and leveraged automation to not only enhance customer experiences but also create compelling testimonials that amplify brand awareness.

Before introducing the Survicate integration

Before implementing the Survicate integration, Wahi relied heavily on manual follow-ups to gather customer feedback and track interactions with partner realtors. This process was time-consuming and prone to delays, requiring significant input from the Admin team.

Chris Eamer, Operations Manager at Wahi, explains, 

“We did a lot of the follow-ups manually, especially with the leads we send out to areas we don’t service. Our admin team had to follow up with partner realtors constantly.”

This manual process limited the ability to scale and respond quickly to leads.

Finding the right customer feedback software

Wahi’s main requirement from a potential customer feedback tool was a native integration with HubSpot and the best value for money. 

“The main feature for us was the HubSpot integration with contact fields. And when I went on the HubSpot marketplace, it seemed like only a few good options did that, and that didn't cost thousands of dollars a month.”

Eventually, Wahi integrated HubSpot with Survicate, which allowed them to automate the entire customer feedback loop process. They create surveys in Survicate and later embed them into HubSpot emails sent through HubSpot workflows at key touchpoints in the customer journey, such as after a consultation with a realtor or a property showing.

The ability to trigger contact fields, which can then notify other people based on their responses, was a game-changer.

Chris Eamer, Operations Manager at Wahi

For example, if a customer rates a property viewing poorly, HubSpot automatically updates the contact field and triggers follow-ups from the customer success team.

The benefits of automating workflows with the Survicate integration with HubSpot 

Primarily, connecting Survicate to HubSpot saves Wahi a lot of time on manual operational work.

But that’s not all. There are a handful of examples of how automating workflows with Survicate and HubSpot improved Wahi’s operations.

1. Time savings and operational efficiency

The integration led to a dramatic reduction in manual administrative work. “It would be all but impossible to do it without some well-crafted survey system. It just saves everyone a lot of time,” says Chris. With over 600 automated workflows in HubSpot, the system manages feedback gathering, follow-ups, and notifications without constant human intervention.

2. Actionable customer feedback

Wahi can gather timely and relevant feedback from both customers and partner realtors. The automated system ensures that feedback is collected at the optimal time. 

“We send a survey post-consultation and post-showing, and the responses help us improve the overall customer experience,”

‍adds Chris.

3. Improved lead conversion and response time 

By triggering real-time notifications when customers express interest in making offers, Wahi can respond more quickly. Chris recalls,

‍“If someone wants to make an offer, we can immediately notify the realtor, and we’ve closed deals faster because of this.”

4. Automated collection of social proof based on positive feedback  

The Survicate x HubSpot integration lets Wahi automate the collection of testimonials and reviews based on positive customer feedback. 

When positive feedback is detected, a workflow notifies the team to identify suitable candidates for testimonials by analyzing their purchase and backstory. Marketing then engages these customers to create impactful stories that can be published on the website or shared via social media to enhance brand awareness.

Lydia, Head of Marketing at Wahi, emphasizes how the system has improved their engagement with satisfied customers.

Improve your customer operations with Survicate

The integration of Survicate with HubSpot has been instrumental in transforming Wahi’s customer feedback system, providing the company with improved efficiency, faster response times, and better customer insights. 

Chris summarizes it best: 

“The time savings and the ability to automate responses have made a huge difference to our workflow, and the feedback we gather helps drive our business decisions.”

Consider automating your customer feedback within HubSpot. Do it with Survicate, a certified HubSpot partner and the top-rated survey app with over 2k installs.

Survicate is available in App Cards, so once connected, it can help you manage surveys you create directly in HubSpot. That’s an entirely new level of unifying your tech stack—don’t miss it.

Try us out on the 10-day free trial with all the Best plan features unlocked. Connect Survicate to HubSpot in one click and start using customer feedback to update your contact fields automatically.