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HubSpot - how to create a survey



HubSpot - how to create a survey: step-by-step guide

  1. Go to Automations > Surveys.

  2. Click on "Create Survey".

  3. Select Custom Survey to start from scratch.

  4. Decide how you want to share this survey (Email, Shareable Link, or a Webpage.)

  5. Use the drag-and-drop components from the left column to build your questionnaire.

  6. Add questions.

  7. Add Feedback property for capturing results.

  8. Hit Next

  9. Cross verify if you have the correct field type (text/ number type) and hit Next.

  10. Review and Publish your survey.

  11. Publish your survey.

  12. Lastly, copy the link to the survey and use it to collect information.

Quick answer: To create a survey in HubSpot, go to Automations > Surveys and click Create Survey. Select Custom Survey, choose your sharing method, and build your questionnaire using drag-and-drop components, questions, and a Feedback property. Hit Next, verify field types, review, publish, and copy the link to collect information.

About this HubSpot tutorial

Create and publish custom surveys in HubSpot using drag-and-drop components, add feedback properties, and share links to collect responses. This guide covers hubSpot - how to create a survey in 12 steps, starting with "Go to Automations > Surveys " and finishing with "Lastly, copy the link to the survey and use it to collect information". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does hubSpot - how to create a survey take?

12 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under HubSpot. Related guides: HubSpot Create a Task, HubSpot - Workflows and Hubspot - How to Create Email Templates. Last reviewed 05 Oct 2026.

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