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A free NPS survey that syncs straight to your CRM

Ask the one question that predicts loyalty — “how likely are you to recommend us, 0 to 10?” — then let the form branch. Detractors say what went wrong, Promoters say what they love, Passives say what would make you a 10. Every score and comment lands on the contact in HubSpot or Salesforce.

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Free · no credit card · connects your HubSpot or Salesforce

The blueprint
Trigger
Customer takes the survey
They rate you 0–10 — the classic Net Promoter Score question.
Transform
Branch on the score
Detractors, Passives, and Promoters each get a tailored follow-up.
Action
Sync to your CRM
The contact is created or updated with their NPS score and feedback.
What gets built

A smart, branching survey form.

Installing the recipe provisions it in your workspace — ready to share.

FormNPS Survey

11 nodes: welcome → email → NPS score → IF detractor → follow-up → IF promoter → follow-up → overall rating → CRM update → thank you

What you connect

One CRM, yours.

CRM
HubSpot *

Create or update the contact with their NPS score in your CRM

How it works

From score to segmented feedback, automatically.

  1. 01
    Step 1

    Welcome screen introduces the survey

  2. 02
    Step 2

    Collect respondent's email

  3. 03
    Step 3

    Ask NPS score (0-10 slider)

  4. 04
    Step 4

    If score 0-6 (Detractor) → ask what went wrong

  5. 05
    Step 5

    If score 9-10 (Promoter) → ask what they love

  6. 06
    Step 6

    If score 7-8 (Passive) → ask what would make us a 10

  7. 07
    Step 7

    Collect overall satisfaction rating

  8. 08
    Step 8

    Update CRM contact with NPS score and feedback

  9. 09
    Step 9

    Show thank you confirmation

FAQ

Questions about the NPS survey recipe.

Is this NPS survey template free?
Yes. You can build and share the full survey — the 0–10 score, the conditional follow-ups, the overall rating, and the CRM sync — on the free tier, with no credit card. You only connect your own CRM.
What do I need to connect?
One CRM — HubSpot or Salesforce. Each completed response creates or updates the contact with their NPS score and written feedback, so loyalty data lives next to the rest of your customer record. Pipedrive, Freshdesk, Intercom, and Airtable swaps are available too.
Does it ask different questions to Detractors and Promoters?
Yes. The form branches on the 0–10 score: Detractors (0–6) get asked what went wrong, Promoters (9–10) get asked what they love, and Passives (7–8) get asked what would make you a 10 — so every respondent answers the question that actually matters.
Can I customize the questions and the CRM mapping?
Yes — after install everything is editable in your workspace: the welcome screen, the score labels, each follow-up question, the overall rating, and which CRM field the score writes to. Nothing is locked.
Is it good for SaaS and customer success teams?
It's built for exactly that. Drop the link in a post-purchase email, an in-app prompt, or a quarterly check-in, and your CRM fills with scored, segmented loyalty feedback you can act on — no spreadsheet exports.

Measure loyalty without the spreadsheet.

Install the recipe, connect your CRM, and start collecting scored NPS feedback in two minutes.

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