Automated satisfaction surveys post-purchase or service delivery

Purpose

1.1. Automate the delivery of satisfaction surveys to clients following an art purchase or completion of art consulting/service engagement.
1.2. Automatedly collect feedback to measure client satisfaction, identify improvement areas, and foster ongoing client relationships.
1.3. Automate reminders for survey completion to maximize response rates and collect actionable insights for art dealership reputation management and service optimization.

Trigger Conditions

2.1. Automated trigger when a sales transaction is marked as completed in the CRM or POS system.
2.2. Automate survey dispatch post-completion of art appraisal, restoration, or consultancy services.
2.3. Trigger after digital contract signing or fulfillment event is detected in document management systems.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS survey send via Programmable Messaging API after sale event.
• Configuration: POST to /Messages endpoint with client number and survey link.

3.2. SendGrid
• Feature/Setting: Automate survey email via Send Email API post-purchase; handle responses via Inbound Parse Webhook.
• Configuration: Trigger automated email on qualifying CRM event.

3.3. SurveyMonkey
• Feature/Setting: Automate survey send using Create Collector API and Send Survey Invitations API.
• Configuration: Initiate collector post-service; distribute via email/SMS.

3.4. Typeform
• Feature/Setting: Automate survey dispatch via Forms API and Webhooks for response automation.
• Configuration: Trigger automated invitation email upon invoice closed.

3.5. Google Forms
• Feature/Setting: Automate form link distribution via Gmail API or Google Apps Script.
• Configuration: Trigger on new file status in spreadsheets.

3.6. Mailchimp
• Feature/Setting: Automate email campaigns with Customer Journey Builder, connect to survey triggers.
• Configuration: API-driven entry when deal status updates in CRM.

3.7. HubSpot
• Feature/Setting: Automate workflow using Service or Feedback Surveys APIs, link surveys to ticket close events.
• Configuration: Trigger with completed deal pipeline stage.

3.8. Salesforce
• Feature/Setting: Automate survey using Survey Invitation or Process Builder/Flow automation.
• Configuration: Set automated flow for custom object update.

3.9. Zoho CRM
• Feature/Setting: Automates surveys with Survey Integration and triggered workflows.
• Configuration: Workflow automation post-sales module update.

3.10. Microsoft Power Automate
• Feature/Setting: Automate survey using Microsoft Forms connector and automated flow schedule.
• Configuration: Trigger survey on Dynamics 365 opportunity close.

3.11. ActiveCampaign
• Feature/Setting: Automate post-purchase survey email via Automations feature.
• Configuration: Automatic email send post-tag assignment.

3.12. Slack
• Feature/Setting: Automate internal survey alerts using Incoming Webhooks.
• Configuration: Trigger on completed transactions for team notification.

3.13. Intercom
• Feature/Setting: Automatically send custom survey message via Conversations API.
• Configuration: Segment clients by recent purchase.

3.14. SurveySparrow
• Feature/Setting: Automate cyclical survey using Recurring Surveys API.
• Configuration: Set regular cadences post-service.

3.15. Qualtrics
• Feature/Setting: Automates survey invitations by Distribution API after sales event.
• Configuration: Trigger automated email with embedded survey link.

3.16. Freshdesk
• Feature/Setting: Automates satisfaction survey via automatic email post-ticket resolution.
• Configuration: Configure automation in Customer Satisfaction settings.

3.17. Pipedrive
• Feature/Setting: Automate email survey via Workflow Automations to clients of Won Deals.
• Configuration: Trigger on deal status change.

3.18. Zendesk
• Feature/Setting: Automate CSAT survey via Triggers and Email API upon ticket closure.
• Configuration: Hook to ticket lifecycle events.

3.19. Airtable
• Feature/Setting: Automatedly send survey using Automations connected to Google Forms or external survey links.
• Configuration: Trigger automation when record moves status.

3.20. G2 Track
• Feature/Setting: Automates feedback survey post-completion of art-related SaaS onboarding/event.
• Configuration: Schedule automated outreach on milestone date.

Benefits

4.1. Automates feedback collection, reducing manual workload.
4.2. Increases client engagement via timely automated survey delivery.
4.3. Automating analysis of survey data supports data-driven service improvements.
4.4. Automator ensures consistent post-purchase follow-up, enhancing brand reputation.
4.5. Automated reminders lead to higher response rates and actionable feedback for art dealing practices.