Customer Communication & AftercarePurpose
1.2. Automate the communication process to ensure every customer receives a timely survey, enhancing customer aftercare and continuous service improvement.
1.3. Automate follow-ups for non-responders to maximize feedback rates and identify areas for automatic service refinement.
1.4. Automate compiling and analyzing feedback to spot recurring trends and issues for proactive business decisions.
Trigger Conditions
2.2. Automated scheduled trigger (e.g., 24-48 hours post-installation) based on customer CRM entry.
2.3. Automated manual trigger if technician marks the job as finished in field service app.
2.4. Automator sets trigger on download or signature of completion documents.
Platform variants
3.1 Twilio SMS
- Feature/Setting: Messaging API; automate sending SMS surveys to customers using automated message templates.
3.2 SendGrid
- Feature/Setting: Mail Send API; automate sending feedback request emails with survey links.
3.3 Mailchimp
- Feature/Setting: API Campaigns Endpoint; automate email series for feedback and post-install care.
3.4 SurveyMonkey
- Feature/Setting: Collectors API; automate survey dispatch and results aggregation.
3.5 Google Forms
- Feature/Setting: Forms API; automate survey creation and sharing via email/SMS.
3.6 Typeform
- Feature/Setting: Responses API; automate sending personalized feedback forms.
3.7 HubSpot
- Feature/Setting: Workflows + Surveys Tool; automate survey delivery upon deal stage change.
3.8 Salesforce
- Feature/Setting: Process Builder/Flow; automate satisfaction survey after marking Opportunity as Closed-Won.
3.9 Zoho CRM
- Feature/Setting: Workflow Rules + Survey Module; automate triggering survey emails.
3.10 Microsoft Power Automate
- Feature/Setting: Automate flows connecting end-of-job data to Microsoft Forms survey.
3.11 Slack
- Feature/Setting: Webhooks/API; automate survey reminders and follow-ups in client channels.
3.12 WhatsApp Business API
- Feature/Setting: Automated message templates for survey invitations via WhatsApp.
3.13 Intercom
- Feature/Setting: Post-event auto messages; automate survey flow after installation logged.
3.14 Zendesk
- Feature/Setting: Triggers/Macros; automate sending CSAT surveys post-ticket resolution.
3.15 Freshdesk
- Feature/Setting: Automations/Email API; automate dispatch of customer feedback requests.
3.16 Pipedrive
- Feature/Setting: Workflow Automation + Marketplace Add-ons; automate survey trigger after deal moved to completion.
3.17 ActiveCampaign
- Feature/Setting: Automated Email Series + API; automate scheduled feedback requests.
3.18 Klaviyo
- Feature/Setting: Flows + API-triggered emails; automate follow-up surveys to recent clients.
3.19 Airtable
- Feature/Setting: Automation Scripts + Forms; automate survey form delivery based on record triggers.
3.20 Monday.com
- Feature/Setting: Automations + Integrations; automate survey emails when project status changes to complete.
3.21 Calendly
- Feature/Setting: Workflow integrations; automate follow-up notifications including survey links after scheduled appointment completion.
3.22 Jotform
- Feature/Setting: API + Automated Emailing; automate custom feedback form dispatch.
Benefits
4.2. Enables automated data aggregation and actionable insights for rapid service improvement.
4.3. Automates customer satisfaction monitoring, enabling proactive support and reputation management.
4.4. Reduces manual administrative work by automating survey distribution, reminders, and analytics.
4.5. Improves professional image and boosts retention by automatedly showing customers you value their feedback.