CRM & Customer Support AutomationPurpose
1.2. Capture structured feedback after each product delivery or transaction.
1.3. Aggregate and visualize survey data to inform process improvements and client account management.
1.4. Enable real-time escalation of negative feedback to customer support teams.
1.5. Sync survey results into CRM to enhance customer profiles.
Trigger Conditions
2.2. Invoice sent or order marked as fulfilled.
2.3. Defined follow-up interval (e.g., 48 hours post-delivery).
2.4. Manual trigger by sales or support team for ad hoc follow-up.
2.5. On customer support case resolution.
Platform Variants
• Feature/Setting: Create survey; use API endpoint POST /v3/surveys/{survey_id}/collectors for distribution.
3.2. Typeform
• Feature/Setting: Create a form; use API POST /forms/{form_id}/responses for response collection.
3.3. Google Forms
• Feature/Setting: Auto-generate form links; use Google Sheets API GET /spreadsheets/{id}/values for results.
3.4. Microsoft Forms
• Feature/Setting: Automated sharing via Office 365 connector; fetch results via Graph API GET /me/forms/{id}/responses.
3.5. Twilio SMS
• Feature/Setting: Send SMS with survey link via API POST /Messages.
3.6. SendGrid
• Feature/Setting: Email survey invitations via API POST /mail/send.
3.7. Slack
• Feature/Setting: Post survey links to channels via API POST /chat.postMessage, collect inline responses.
3.8. WhatsApp Business API
• Feature/Setting: Send survey links in messages via POST /v1/messages.
3.9. Zoho Survey
• Feature/Setting: Create distribution lists; use API POST /surveys/{survey_id}/send.
3.10. JotForm
• Feature/Setting: Distribute forms via API POST /form/{id}/send; fetch results with GET /form/{id}/submissions.
3.11. Salesforce
• Feature/Setting: Trigger surveys with Process Builder; log responses via REST API PATCH /services/data/vXX.0/sobjects/Case/{id}.
3.12. HubSpot
• Feature/Setting: Trigger follow-up survey email with workflows; log answers via Engagements API.
3.13. Mailchimp
• Feature/Setting: Schedule survey email campaigns using API POST /campaigns.
3.14. Qualtrics
• Feature/Setting: Enable mail triggers via API POST /mailinglists; retrieve results via Survey Responses API.
3.15. ActiveCampaign
• Feature/Setting: Set up automations for survey contacts; use API POST /contacts/sync.
3.16. Pipedrive
• Feature/Setting: Trigger automated activities; post responses to deals via API POST /deals/{id}/activities.
3.17. Intercom
• Feature/Setting: Automated chat surveys via API POST /messages.
3.18. Freshdesk
• Feature/Setting: Send satisfaction surveys post-ticket via automation rules.
3.19. Zendesk
• Feature/Setting: CSAT triggers on ticket closure; results pulled via API GET /tickets/{id}/satisfaction_rating.
3.20. Airtable
• Feature/Setting: Embed form/survey link; API fetch with GET /v0/{base_id}/{table_name}.
3.21. Klaviyo
• Feature/Setting: Automated email flows post-delivery; survey link included by template.
3.22. SurveyGizmo/Alchemer
• Feature/Setting: API-driven collection and response fetch (POST /surveys, GET /responses).
Benefits
4.2. High response rates due to multi-channel reach (email, SMS, WhatsApp, etc.).
4.3. Real-time notification of negative feedback for immediate action.
4.4. Direct data sync with CRM/customer records.
4.5. Supports data-driven decisions for product/service improvement.
4.6. Reduces manual intervention, freeing resources for higher-impact tasks.