Maintaining Data Quality with UI’s Integrations and API

If your team doesn’t have the capacity to regularly screen, edit, and update your participant data, you can automate this process using our Hub API and native integrations. 

User Interviews is actively building native integrations with popular research tools, such as Salesforce, Snowflake, HubSpot, and more. These integrations will be much easier to set up than those using the API, especially for teams who struggle to secure engineering support. 

In this lesson of Building a Participant Panel, you’ll learn:

• How to set up native data integrations with Research Hub to streamline panel maintenance
• How to set up the Hub API for a more advanced method of building and maintaining data quality

📹 Prefer watching to reading? This content is available as both an article and a video. Watch our Customer Success Specialist, Kaylynn, take you through the content in the video below or keep reading to dive in!

How to set up native data integrations

Currently, our product team is in the process of building native, third-party data integrations with tools like Salesforce, Snowflake, and HubSpot. These integrations will be much easier to set up than those using the API, especially for teams who struggle to secure engineering support. 

To set up a native data integration, head to your Hub panel page and click the “Settings” drop-down. From there, select “Configure integrations,” login to your Salesforce account, and follow the prompts.

Keep an eye on our Integrations page to stay updated on which integrations we’ve launched, or request an integration if you don’t see one of your favorite tools. 

How to set up the Hub API

The Hub API allows you to feed live data into your Hub database, adding, editing, or removing participants as their information changes in other tools. There are multiple ways to build with the Hub API, with varying levels of infrastructure and resourcing required:

• Zapier integration: Our lowest-effort, no-code integration—all you need is a Zapier subscription and a basic technical understanding to connect to 5,000+ tools.
• Census or HighSpot integrations: These low-code integrations require a data warehouse supported by Census/Hightouch, a Census/Hightouch subscription, and an estimated 1 week of your data team’s time.
• Custom integration: Requires developers who can build the integration, access to the APIs of the tools you’re connecting, and an estimated 1-3 weeks of developer time. 

To join our API program, you’ll need to apply through our intake form on this page, and we’ll manually review your information for technical and use case fit. ‍If accepted, we’ll be in touch with API keys, technical docs, and all the information you’ll need to start building. At that point, it’ll be in your hands to either build custom integrations or use Zapier or Census to transfer data into Hub from a wide range of data sources.

✍️ Note that set up can take anywhere from 1 to 2 days to 2+ weeks, depending on your use case, how you choose to implement, and the state of your data infrastructure—so it’s important to scope the project ahead of time and plan for this implementation buffer. 

For more information, reference our API technical documentation or contact your customer success representative or api@userinterviews.com with questions.