Overview
Wootric is listed in HelloGrowthCRM's survey / nps / feedback catalog as an planned or scaffolded integration. Creates a planned Wootric integration page for HelloGrowthCRM so teams can discover survey / nps / feedback workflows in the public integrations directory. Typical setup starts with Open HelloGrowthCRM and go to Settings → Integrations → Wootric to check rollout status — this connector is currently scaffolded, so the steps below describe the planned connection path.
What data is involved
- Wootric workflow data is organized under the Survey / NPS / Feedback category in HelloGrowthCRM's integrations directory.
- The page highlights the core Wootric use case, setup path, and the CRM workflow context teams usually care about first.
- Before go-live, confirm which records, events, or credentials should move between HelloGrowthCRM and Wootric.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Open HelloGrowthCRM and go to Settings → Integrations → Wootric to check rollout status — this connector is currently scaffolded, so the steps below describe the planned connection path.
- Wootric (now part of InMoment) identifies your survey workspace with an account token and API credentials from its account settings; a connection would authenticate with those.
- The key mapping decision is which NPS events matter — score submitted, comment added, survey declined — and which CRM record each response should attach to.
- Plan detractor routing, for example creating a follow-up task for the account owner when a low score arrives.
- A working connection would show a test survey response appearing on the matching contact's timeline with its score.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Open HelloGrowthCRM and go to Settings → Integrations → Wootric to check rollout status — this connector is currently scaffolded, so the steps below describe the planned connection path.
- Wootric (now part of InMoment) identifies your survey workspace with an account token and API credentials from its account settings; a connection would authenticate with those.
- The key mapping decision is which NPS events matter — score submitted, comment added, survey declined — and which CRM record each response should attach to.
- Plan detractor routing, for example creating a follow-up task for the account owner when a low score arrives.
- A working connection would show a test survey response appearing on the matching contact's timeline with its score.
Best practices
- Start with one narrow Wootric workflow before expanding the integration to more teams or records.
- Validate field mapping, ownership rules, and alerting so Wootric activity lands on the right CRM records.
- Keep API keys, OAuth credentials, and webhook secrets for Wootric in your normal production secret-management process.
Best for & common use cases
Customer success teams tracking NPS in Wootric that want scores visible next to deal and account history.
- Flag detractor scores on accounts with open renewals so CS steps in before the deal is at risk.
- Attach NPS comments to the contact record so reps read real feedback before an upsell call.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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