Purpose
1.2. Enable timely, consistent, and traceable outreach after every MRO service completion to gather actionable customer feedback.
1.3. Utilize survey results for compliance reporting, internal KPIs, and tailored customer follow-ups or problem resolution initiatives.
Trigger Conditions
2.2. Marking project status as “Completed” in ERP, CRM, or field service software.
2.3. Invoice generation or final sign-off by quality assurance.
2.4. Manual staff trigger for exceptional communication needs.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Programmable Messaging — outbound survey invite, API POST /Messages with survey link
3.2. SendGrid
• Feature/Setting: Mail Send API — transactional email delivery, send survey email with dynamic template
3.3. HubSpot
• Feature/Setting: Workflow Automation — trigger survey email on deal stage change, use "Send email" and "Trigger webhook" actions
3.4. Microsoft Power Automate
• Feature/Setting: Automated Flow — listen for Dataverse/work order completion, send survey via Outlook connector
3.5. Google Forms
• Feature/Setting: Form Distribution — auto-send form URL via Gmail API
3.6. SurveyMonkey
• Feature/Setting: Collector API — auto-generate unique survey links, send via integration endpoint
3.7. Zoho Survey
• Feature/Setting: Survey Distribution API — trigger survey send with contact info and custom fields
3.8. Typeform
• Feature/Setting: Webhooks/Responses API — create and distribute personalized forms, notify on response
3.9. Salesforce
• Feature/Setting: Process Builder or Flow — deliver survey post-case close via Email Alert/Trigger
3.10. Mailchimp
• Feature/Setting: Automation — post-tagging, send survey email using triggered campaign
3.11. Slack
• Feature/Setting: Incoming Webhooks — DM survey link to customer-facing Slack
3.12. Zendesk
• Feature/Setting: Triggers/Automations — ticket status-based survey send via supported channel
3.13. Freshdesk
• Feature/Setting: Scenario Automation — post-ticket resolve, email survey with Freshdesk API
3.14. ClickSend
• Feature/Setting: SMS API — dispatch SMS surveys, POST /v3/sms/send with contact and survey
3.15. Intercom
• Feature/Setting: Series Automation — event-triggered message with embedded survey
3.16. ActiveCampaign
• Feature/Setting: Automations — post-interaction, send survey email with "Send email" action
3.17. Airtable
• Feature/Setting: Automations — record status-based trigger to email survey form link
3.18. WhatsApp Business API
• Feature/Setting: Message Template — send post-service templated survey message
3.19. Alchemer (SurveyGizmo)
• Feature/Setting: Distribution API — automatic survey invitations with merging customer data
3.20. Pipedrive
• Feature/Setting: Workflow Automation — stage change triggers external survey integration via webhook
3.21. G Suite (Google Apps Script)
• Feature/Setting: Scripted scheduler — auto-email survey link from Sheets on service complete
3.22. Microsoft Dynamics 365
• Feature/Setting: Power Automate integration — case/incident closure sends out survey via email connector
3.23. Stripe
• Feature/Setting: Webhook endpoint — post-payment success, trigger survey invitation dispatch
Benefits
4.2. Reliable, measurable data capture for process improvement and compliance.
4.3. Higher response rates using multi-channel personalized survey delivery.
4.4. Immediate feedback collection supporting rapid corrective action and enhanced NPS.
4.5. Reduced manual follow-up burdens for operational staff.