Customer satisfaction survey dispatch after project completion

Purpose

1.1. Automatically dispatch customer satisfaction surveys post-project to streamline feedback collection, enhance service quality, and support customer relationship management.
1.2. Automates survey delivery to ensure consistent outreach and collect actionable, structured data for operational improvements.
1.3. Reduces manual intervention in follow-up, supports compliance with internal review protocols, and generates insights for sales and service optimization.

Trigger Conditions

2.1. Project status changes to completed in CRM or project management system.
2.2. Invoice marked paid or closed in accounting software.
2.3. Task labeled as “finalized” in internal workflow tools or after resource deallocation.
2.4. Preset time lapse (e.g., 24h) after completion status achieved.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder + Custom Notification; trigger on opportunity stage “Closed Won” and invoke outbound survey automation via Flow.
3.2. HubSpot
• Feature/Setting: Workflow automation; on deal stage “Closed” trigger survey email via Workflow Actions.
3.3. Microsoft Power Automate
• Feature/Setting: Trigger “When a record is updated” in Dynamics 365; automates Forms Pro (now Customer Voice) survey dispatch.
3.4. Zoho CRM
• Feature/Setting: Workflow Rules + Webhooks; send survey link post project completion using Zoho Survey integration.
3.5. Twilio SMS
• Feature/Setting: Send SMS API; automate text dispatch with personalized survey URL after job closure event.
3.6. SendGrid
• Feature/Setting: Transactional Templates + API; automate survey invitation emails on completion status via API triggers.
3.7. Mailchimp
• Feature/Setting: Customer Journey Builder; automates survey email as post-pipeline action.
3.8. SurveyMonkey
• Feature/Setting: Automated Collector; use API to send unique survey links when project marked completed.
3.9. Typeform
• Feature/Setting: Webhooks/API; automate generation and delivery of unique links upon CRM trigger event.
3.10. Google Forms
• Feature/Setting: Apps Script + Gmail API; automate survey email dispatch after workflow status changes.
3.11. Slack
• Feature/Setting: Workflow Builder; automated DM with survey post-project via webhook trigger.
3.12. Microsoft Teams
• Feature/Setting: Power Automate Connector; post automated survey links to relevant channel after project completion.
3.13. SAP SuccessFactors
• Feature/Setting: Intelligent Services Event Notification; automate survey email when project “Closed” milestone reached.
3.14. Freshdesk
• Feature/Setting: Automations (Observer); after ticket/service resolution, automate survey dispatch via email.
3.15. Intercom
• Feature/Setting: Series Automation; schedule automated survey messages on conversation closed event.
3.16. Zendesk
• Feature/Setting: Triggers; send satisfaction survey automatedly when ticket status is “Solved.”
3.17. Pipedrive
• Feature/Setting: Workflow Automation + Integration; trigger survey upon deal move to “Won.”
3.18. ActiveCampaign
• Feature/Setting: Automation Builder; send automated survey follow-up after task or deal closed.
3.19. Monday.com
• Feature/Setting: Automation + Integrations; email survey link when project pulse status is complete.
3.20. Jotform
• Feature/Setting: Notification + Integration; automatically send personalized survey forms after project conclusion.
3.21. Airtable
• Feature/Setting: Automation + Send email action; automate survey dispatch on field update marking completion.
3.22. Asana
• Feature/Setting: Rules + Integration; automatedly send survey email when task is completed.

Benefits

4.1. Increases feedback response rate through timely, automated outreach.
4.2. Reduces manual labor and human error in survey dispatching.
4.3. Enables real-time satisfaction monitoring—crucial for agile adjustments.
4.4. Improves customer retention via continuous improvement driven by automated feedback loops.
4.5. Automatable workflows create documented, auditable processes—supporting compliance and quality assurance.