Collect and analyze client feedback surveys automatically

Purpose

1.1. Capture client satisfaction, project feedback, and service improvement data systematically for agricultural engineering services.
1.2. Aggregate responses from digital and offline sources into a unified dashboard for real-time analytics.
1.3. Identify service gaps, benchmark team performance, and automate follow-up tasks or escalation for negative feedback.
1.4. Map trends by geography, product line, or engineer for actionable reporting and compliance documentation.

Trigger Conditions

2.1. Survey completion by client on web, email, SMS, or offline upload.
2.2. New client added to CRM system.
2.3. Phase completion in a project management tool (e.g., post-site inspection, design delivery).
2.4. Specific keywords in feedback indicating urgent issues requiring escalation.
2.5. Scheduled recurring collection (e.g., quarterly follow-up).

Platform Variants

3.1. Google Forms
• Feature/Setting: “On form submission” webhook trigger; connect to form response API.
3.2. SurveyMonkey
• Feature/Setting: “Webhook Notification” on survey completion; configure API endpoint to export results.
3.3. Typeform
• Feature/Setting: “Responses Webhook” for immediate sync to automation; enable response summary API.
3.4. JotForm
• Feature/Setting: “Submission Webhook”; use JotForm API for data retrieval.
3.5. Zoho Survey
• Feature/Setting: “Survey Response Trigger” with Zoho Survey API; configure post-survey actions.
3.6. Microsoft Forms
• Feature/Setting: “Form Submitted” in Microsoft Power Automate; set Microsoft Graph API permissions.
3.7. Qualtrics
• Feature/Setting: “Event Subscription” for survey completion; enable Qualtrics Web Service API.
3.8. MailChimp
• Feature/Setting: “Email Campaign Clicked/Survey Submitted”; connect via MailChimp API for feedback capture.
3.9. HubSpot
• Feature/Setting: “Feedback Submission” in Service Hub; pull responses using HubSpot Forms API.
3.10. Salesforce
• Feature/Setting: “Survey Response Process Builder”; access via Salesforce Survey API.
3.11. Twilio SMS
• Feature/Setting: Incoming message webhook; connect SMS survey replies to automation endpoint.
3.12. Airtable
• Feature/Setting: “Record Created” automation on feedback table; Airtable API for bulk data export.
3.13. Slack
• Feature/Setting: “Incoming Webhook” for survey submissions; parse survey links or inline questions.
3.14. Email (IMAP/SMTP)
• Feature/Setting: Monitor feedback mailbox; parse and forward responses using IMAP API.
3.15. Zendesk
• Feature/Setting: “Ticket Satisfaction Survey” webhook; route through Zendesk API.
3.16. Intercom
• Feature/Setting: “Conversation Rating” event; fetch via Intercom API.
3.17. Google Sheets
• Feature/Setting: “New Row Added” automation; use Google Sheets API for data sync and reporting.
3.18. Power BI
• Feature/Setting: “Streaming Dataset” for real-time analytics; configure Push API endpoint.
3.19. Monday.com
• Feature/Setting: “Form Submission” Board automation; Monday API for status tracking and insights.
3.20. Asana
• Feature/Setting: “Task Completion” triggers feedback form; sync responses via Asana API.
3.21. Notion
• Feature/Setting: “Database Item Created”; connect with Notion API for survey logging.
3.22. Smartsheet
• Feature/Setting: “Row Added” event in feedback sheet; leverage Smartsheet API for movement and reporting.
3.23. Microsoft Teams
• Feature/Setting: “Incoming Webhook” to channel for survey links and results; Teams Graph API for parsing.

Benefits

4.1. Centralizes feedback from disparate channels for holistic analysis.
4.2. Enables rapid response to dissatisfied clients, boosting retention.
4.3. Streamlines compliance auditing for agricultural engineering standards.
4.4. Supports data-driven improvements and reporting to management.
4.5. Reduces manual data entry, saving time for project engineers.