---
title: How I Sent a CSAT Survey to Specific Associated Contacts When a Deal is Won in HubSpot
description: Learn how to send a CSAT survey to specific contacts when a deal is won in HubSpot. Follow a step-by-step guide to automate this process and ensure targeted feedback collection.
image: https://www.whimpact.co/hubfs/2024.05.29%20thumbnail.png
---

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 May 29, 2024 3:46:54 PM

# How I Sent a CSAT Survey to Specific Associated Contacts When a Deal is Won in HubSpot

![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart)

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In today's WHInsight, I'll demonstrate how to send a CSAT survey to specific contacts with an association label when a deal closes in HubSpot.

 

### Step-by-Step Guide

**1. Setup Association Labels:**

- Go to HubSpot settings.
- Navigate to Objects > Contacts (or Deals).
- Create association labels.

**2. Create a Workflow:**

- Go to Automations > Workflows.
- Create a new deal-based workflow.
- Set enrollment criteria: Number of associated contacts is greater than zero.
- Enable re-enrollment for updates.

**3. Create a Helper Property:**

- Create a new contact property, e.g., "Send CSAT," with a Yes/No field type.
- Use this property in the workflow to update contacts with the desired association label.

**4. Configure the Workflow:**

- Set property value for contacts with the association label.
- Duplicate steps for other labels if needed.

**5. Publish the Workflow:**

- Review and publish the workflow.
- Opt to enroll only future deals.

**6. Setup the CSAT Survey:**

- Create or configure a CSAT survey in HubSpot.
- Set enrollment criteria: Deal stage is Closed Won and Send CSAT is Yes.

**7. Address Potential Issues:**

- If labels are applied after contacts are added, remove and re-add a contact to update Send CSAT property for the contacts associated in the deal.
- Re-trigger the CSAT send by moving the deal to a Closed Won stage.
- Verify survey sends by checking survey status or setting up reports.

### Conclusion

This setup ensures CSAT surveys are sent only to contacts with specific association labels when a deal closes. If you have any questions or alternative suggestions, please comment below or reach out directly.

Happy WHImpacting!

[Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness)

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