Client and Contract ManagementPurpose
1.2. Collect actionable feedback for service improvement, regulatory compliance, and client retention.
1.3. Centralize responses for reporting and trend analysis in animal services.
1.4. Reduce manual follow-up burden for contract managers.
Trigger Conditions
2.2. Scheduled service end-date reached.
2.3. Final invoice issued/payed status in ERP.
2.4. Internal team manually triggers survey for customized cases.
Platform Variants
• Feature/Setting: SMS API—configure SMS automation with endpoint for survey link delivery after contract completion event.
3.2. SendGrid
• Feature/Setting: Transactional Templates—set workflow to email survey using dynamic templates post-service.
3.3. Mailchimp
• Feature/Setting: Automated Behavior-Based Email/SMS—trigger campaign when subscriber added to "Completed Services" list.
3.4. Slack
• Feature/Setting: Incoming Webhooks—notify team/channel when survey sent, optionally embed survey for internal review.
3.5. Microsoft Power Automate
• Feature/Setting: Flow—connect CRM trigger to Forms/Survey email send and log response in SharePoint.
3.6. Google Forms + Sheets
• Feature/Setting: Apps Script Trigger—send survey link via email/SMS after row with status "completed" is updated.
3.7. Salesforce
• Feature/Setting: Process Builder/Flows—survey email on opportunity/service contract closure.
3.8. SurveyMonkey
• Feature/Setting: Webhook + Collector—initiate survey send on external trigger, with response webhook to CRM.
3.9. Zoho CRM
• Feature/Setting: Workflow Automation—trigger post-deal survey email/SMS from completed deal stage.
3.10. HubSpot
• Feature/Setting: Workflow—send customer feedback survey as soon as deal moves to "closed won".
3.11. Typeform
• Feature/Setting: Integration—send personalized survey links via email/SMS/WhatsApp after service ends.
3.12. Airtable
• Feature/Setting: Automations—on record status "completed", trigger email/SMS with survey.
3.13. Zendesk
• Feature/Setting: Triggers—on ticket resolution, auto-send survey email.
3.14. WhatsApp Business API
• Feature/Setting: Send Template Message—survey link after service status changed via webhook.
3.15. Pipedrive
• Feature/Setting: Workflow Automation—survey sent on deal marked as won or completed.
3.16. Monday.com
• Feature/Setting: Automation Recipe—survey trigger when item moves to "Closed" status.
3.17. ActiveCampaign
• Feature/Setting: Automation—survey link email/SMS when contact tagged "Service Complete".
3.18. Intercom
• Feature/Setting: Series/Chatbot Trigger—follow-up message with survey after interaction closes.
3.19. Freshdesk
• Feature/Setting: Workflow Automator—send satisfaction survey email on ticket resolution.
3.20. Google Chat
• Feature/Setting: Bots/Webhook—post notification in group on survey link dispatch.
Benefits
4.2. Frees staff from repetitive manual communication and follow-up.
4.3. Increases client engagement and satisfaction via prompt outreach.
4.4. Centralizes feedback collection for streamlined reporting and improvement cycles.
4.5. Ensures regulatory and accreditation compliance through traceable recordkeeping.