Automatic survey dispatch post-purchase or service visit

**Purpose**

1.1. Automatically dispatch customer satisfaction or feedback surveys after a purchase or service visit, improving post-interaction engagement, gathering structured feedback, and enabling responsive service updates.
1.2. Ensure consistent outreach to all customers after every major purchase or service event for Acura vehicles, aiming to capture real-time satisfaction data and address concerns proactively.

**Trigger Conditions**

2.1. Completion of a vehicle purchase recorded in a DMS (Dealer Management System).
2.2. Closing of a service visit or work order in the workshop system.
2.3. Customer contact details validated and available in dealership CRM.
2.4. Payment status marked as complete or delivery milestone reached.

**Platform Variants**

3.1. Salesforce
• Workflow Rule/API: Deploy Process Builder to trigger outbound message or use ‘Surveys for Salesforce’ API on deal/service closure.
3.2. HubSpot
• Workflow Automation: Configure “Contact-based workflow” using “Closed Won” deal or custom property as survey send trigger.
3.3. Zendesk Sell
• Trigger Event: Set ‘Post-sale’ trigger to invoke ‘Send Survey’ through Zendesk API or integration with survey tools.
3.4. Microsoft Dynamics 365
• Power Automate Flow: Connect D365 Sales or Service module to automatically launch Microsoft Forms survey via email or SMS.
3.5. ServiceNow
• Flow Designer: Design ‘After Task Closure’ workflow with Survey Management module API.
3.6. Twilio
• Programmable SMS: Use Messaging API to send custom survey links to customers’ mobile numbers post-transaction.
3.7. Mailchimp
• Campaign Trigger: Use “Automation by Tag” for new purchases/service completions, send survey through transactional email.
3.8. SendGrid
• Marketing Campaigns API: Automated dispatch on new entries from purchase/service update triggers.
3.9. Qualtrics
• Survey Distribution API: Trigger distribution event on CRM/DMS webhook notification after closed sale/service.
3.10. SurveyMonkey
• Webhooks/SurveyMonkey API: Activate survey send via connected dealership apps or CRM trigger.
3.11. Google Sheets + Apps Script
• Installable Trigger: On form update (purchase/service record), email survey using MailApp.
3.12. Gmail API
• Send Message: Set up watch on sales/service folder, automatically email preformatted survey invites.
3.13. ActiveCampaign
• Automation: “New Deal Closed” or “Task Completed” starts multi-channel (email/SMS) survey campaign.
3.14. Zoho CRM
• Workflow Rules: After sale/service event, invoke Zoho Survey API for real-time dispatch.
3.15. Freshdesk
• Automation Rules: Trigger survey using “Ticket Resolved” or “Sale Closed” event through connected apps.
3.16. Intercom
• Series Automation: Set up “Conversation Closed” or “Order Completed” step to automatically dispatch survey.
3.17. Pipedrive
• Workflow Automation: Use “Deal Won” or “Activity Done” to send survey email/SMS via Actions section.
3.18. Klaviyo
• Flow Trigger: Post-sale or post-service segment triggers survey send via email campaign.
3.19. Shopify
• Order Fulfillment Trigger: Use Flow app to trigger survey dispatch after marked as delivered/fulfilled.
3.20. Slack (for internal tracking)
• Incoming Webhook: Post notification to designated channels when surveys are dispatched for managerial monitoring.

**Benefits**

4.1. Consistent, real-time feedback collection across all customer touchpoints with zero manual effort.
4.2. Increased survey response rates via timely, channel-optimized outreach (SMS, email, or app).
4.3. Early identification and resolution of negative experiences, reducing churn.
4.4. Automated analytics feeds into customer satisfaction dashboards and staff KPIs.
4.5. Enhanced reputation management leveraging prompt follow-up for online reviews.