**Purpose**
1.2. Enable automated prompts, data collection, and integrated analytics workflows for insight generation and rapid leadership response.
**Trigger Conditions**
2.2. Specific intervals post-transaction (e.g., 1 day, 7 days).
2.3. Event-driven triggers from CRM/ERP, such as closed case or delivered vehicle status.
**Platform Variants**
• Feature/Setting: Send survey via programmable SMS API—configure trigger to send upon Service Closed event.
3.2. SendGrid
• Feature/Setting: Automated post-transactional email via Marketing Campaigns API—sample: JSON trigger on ticket resolution.
3.3. Typeform
• Feature/Setting: Embed feedback forms; use Webhooks to collect and push responses to analytics or CRM.
3.4. Google Forms
• Feature/Setting: Automated email distribution with pre-set response pipes into Sheets for real-time updates.
3.5. SurveyMonkey
• Feature/Setting: Send feedback surveys via REST API with event-based audience selection.
3.6. Qualtrics
• Feature/Setting: Use Survey Distribution API—automate personalized survey send after service appointments.
3.7. Zendesk
• Feature/Setting: Trigger satisfaction survey upon ticket solved; configure via Triggers & Automation.
3.8. HubSpot
• Feature/Setting: Workflows to send NPS/Customer Satisfaction survey from Service module after deal closed.
3.9. Salesforce
• Feature/Setting: Process Builder to launch post-case Feedback Flow using Survey Invitation object.
3.10. Microsoft Power Automate
• Feature/Setting: Flow triggers on Dynamics 365 update to initiate email or SMS survey via connected app.
3.11. Mailchimp
• Feature/Setting: Automated Customer Journey maps leveraging Surveys; API endpoints for feedback pulls.
3.12. Zoho Survey
• Feature/Setting: Use Trigger Action to collect feedback on Zoho CRM status change; connect API for analysis.
3.13. Freshdesk
• Feature/Setting: Feedback widget triggers on ticket closure; integrate Webhooks for offsite analysis.
3.14. Slack
• Feature/Setting: Post survey links with scheduled reminders in specific channels using Incoming Webhooks.
3.15. Google Sheets
• Feature/Setting: Auto-store feedback responses for dashboard/report linking; trigger via Apps Script.
3.16. Intercom
• Feature/Setting: In-app survey automation triggered by conversation end or lifecycle event.
3.17. Pipedrive
• Feature/Setting: Set Activity-completed Webhook to deploy feedback form via connected system.
3.18. Aircall
• Feature/Setting: Post-call survey via SMS or email via in-app After Call Workflow.
3.19. ActiveCampaign
• Feature/Setting: Send automated follow-up campaign post-tag assignment (e.g. “Deal Won”) using Automations.
3.20. Monday.com
• Feature/Setting: Status column update triggers integration to external survey and aggregates feedback on boards.
3.21. Trello
• Feature/Setting: Card moved to 'Done' triggers email survey via connected email add-on with tracked responses.
3.22. Shopify
• Feature/Setting: Order fulfilled event triggers customer feedback request via Notification API.
3.23. Facebook Messenger
• Feature/Setting: Broadcast message with survey link using Messenger Send API on qualification event.
**Benefits**
4.2. Real-time integration of raw data into analytics tools for actionable reporting.
4.3. Faster issue detection and trend recognition to enhance customer retention.
4.4. Reduced manual effort, ensuring timely, consistent follow-up and improved response rates.
4.5. Closed feedback loop enables targeted training and operational enhancements.