Pre-service survey distribution and collection

**1. Purpose**

1 Automate the distribution and collection of pre-service surveys to new and prospective clients, streamlining onboarding and data gathering.

2 Automator ensures every client receives a survey automatically upon inquiry or booking, reducing manual outreach.

3 Automation affirms all required information is received before commencing custom glass engraving work, supporting clear project scope.

4 Automating survey collection decreases administrative delays and automates records centralization for compliance and project tracking.

5 Automated process supports higher client satisfaction, efficient workflow management, and error reduction by automating repetitive tasks.

**2. Trigger Conditions**

1 New client form submission on the website or landing page.

2 Client booking a consultation or service via calendar/booking system.

3 Entry of a new lead into CRM system.

4 First email/phone inquiry logged.

5 Addition of client to “Onboarding” status in project management tool.

6 Automated time-based triggers (e.g., send survey 24 hours after booking).

**3. Platform Variants**

1 Typeform

• Feature/Setting: Configure webhook automation for new survey responses; API: `/responses`.
  
• Sample: `POST survey_id, webhook_url` for triggering survey delivery.
  

2 Google Forms

• Feature/Setting: Google Forms API, automate sending invitations and collecting form responses via Scripts.
  
• Sample: Automator runs Apps Script `FormApp.sendForm(seat, email)`.
  

3 Jotform

• Feature/Setting: Use Jotform API `/form/{id}/submissions`; automate invite using `POST /form/{id}/invite`.
  
• Sample config: Automate client email input triggers invitation API.
  

4 SurveyMonkey

• Feature/Setting: Automate distribution via `/collectors` endpoint; collect response via `/responses`.
  
• Sample: Automator posts new contacts to `POST /collectors/{id}/messages`.
  

5 Microsoft Forms

• Feature/Setting: Automate notification and tracking through Power Automate/Flow connector.
  
• Sample: Automate `When a new email arrives → send Forms invite`.
  

6 Zoho Survey

• Feature/Setting: Automate survey invitation with Zoho Survey API `/sendinvites`.
  
• Sample: Automator triggers `POST` with client email and survey id.
  

7 Mailchimp

• Feature/Setting: Automate email campaigns to distribute survey links via Campaigns API.
  
• Sample config: Automator’s `POST /campaigns` with Subject: Survey Invitation.
  

8 Twilio SMS

• Feature/Setting: Automated SMS survey invites using Messages API.
  
• Sample: Automate `POST /Messages` with recipient and survey URL.
  

9 SendGrid

• Feature/Setting: Automated survey invite via transactional email API `/mail/send`.
  
• Sample: Automate `POST` with client email and template data.
  

10 Slack

• Feature/Setting: Automate direct Slack message with survey link using `chat.postMessage`.
  
• Sample: Automate `POST /chat.postMessage` with survey URL if client onboarded.
  

11 HubSpot

• Feature/Setting: HubSpot Workflow automates email survey sending on contact creation; use Forms API to capture response.
  
• Sample config: Automated workflow “Send Survey on Lead Create”.
  

12 Airtable

• Feature/Setting: Automated record creation with survey link, auto-follow-up via Scripting block API.
  
• Sample: Automator inserts row, triggers survey email.
  

13 Calendly

• Feature/Setting: Automate webhook/post-booking survey sent via API.
  
• Sample: Configure “On event scheduled, send survey invite”.
  

14 Salesforce

• Feature/Setting: Flow automates survey distribution on Opportunity/Contact creation; utilizes Marketing Cloud, Web-to-Lead.
  
• Sample: Automation triggers Journey Builder email on lead create.
  

15 Pipedrive

• Feature/Setting: Workflow automates sending custom survey e-mail when new deal/contact added.
  
• Sample: Automator triggers on Person create.
  

16 ActiveCampaign

• Feature/Setting: Automated e-mail survey using campaign triggers on contact entry.
  
• Sample config: Automation “On tag applied, send survey campaign”.
  

17 Zapier

• Feature/Setting: Automates survey dispatch between CRM/Form/Email/SMS via Multi-step Zaps.
  
• Sample: “When new lead in CRM, send survey via Mailchimp”.
  

18 Monday.com

• Feature/Setting: Automator triggers notification/email with survey link when new client added to board.
  
• Sample: Automation “When item created, notify/contact with survey”.
  

19 Intercom

• Feature/Setting: Automated in-app survey message using Intercom API or Series Automation.
  
• Sample: “User created → automatedly send survey message”.
  

20 ClickSend

• Feature/Setting: SMS/Email API automates survey invitations on new contact triggers.
  
• Sample: Automator `POST` SMS/email to client with survey URL.
  

21 Notion

• Feature/Setting: Automator posts survey links to new client database entries via Notion API.
  
• Sample: On new row, send survey.
  

22 Constant Contact

• Feature/Setting: Automated email campaign for survey dispatch; API: `/activities/email/send`.
  
• Sample: Automator schedules survey campaign on contact list update.
  

**4. Benefits**

1 Automatedly reduces manual data entry and survey tracking workload for staff.

2 Automates consistent and timely pre-engagement client outreach.

3 Automator improves lead capture and qualification by automating detailed info collection.

4 Increases response rates by automated reminders and follow-ups.

5 Enhanced accuracy by automating survey data capture directly into CRM/project management.

6 Analytics on survey completion and client segmentation automated for management review.

7 Supports compliance with record-keeping and automated auditability.

8 Frees up staff for higher-level client engagement activities by automating routine onboarding survey steps.

9 Reliable automation limits process bottlenecks and human error.

10 Automating survey distribution ensures every lead gets a personalized, prompt client care experience.