Customer Relationship & Communication AutomationsPurpose
1.2. Automatedly engage with clients, build stronger customer relationships, detect satisfaction trends, and support reputation management.
1.3. Streamline communication flows, automate survey invitations, track response rates, and reduce manual outreach by automating multi-channel follow-ups.
1.4. Automator supports compliance by logging all messaging and automates data syncing to CRM or analytics platforms for insights.
Trigger Conditions
2.2. Automatable scheduling delay (e.g., 3 days after delivery) for engagement to match product experience.
2.3. Customer purchase event triggers an automated workflow once associated invoice is paid or delivery confirmation received.
2.4. Automating segmented follow-ups based on customer type (retail/wholesale) or order volume.
2.5. Survey-invite automation after digital receipt delivery, automating exclusion for prior negative feedback.
Platform Variants (at least 20)
- Feature/Setting: Automated SMS send; configure Messaging Service SID and webhook to trigger on delivery status.
3.2. SendGrid
- Feature/Setting: Automate transactional email; use Send API and dynamic template engine for branded review requests.
3.3. Mailchimp
- Feature/Setting: Customer Journey builder for automated post-purchase emails; configure 'Purchase Completed' trigger.
3.4. HubSpot
- Feature/Setting: Automated Workflow; use “Closed Deal” trigger and “Send Survey” action via HubSpot Feedback Tools API.
3.5. Salesforce
- Feature/Setting: Process Builder or Flow automation; setup trigger on Opportunity Stage “Closed-Won”.
3.6. WhatsApp Cloud API
- Feature/Setting: Send template message automatedly when order status changes in ERP system.
3.7. Google Sheets + Apps Script
- Feature/Setting: Scripted automation on new row for 'completed order' to trigger personalized email or SMS.
3.8. Zendesk
- Feature/Setting: Automate survey requests upon ticket status “solved” using Triggers and Satisfaction API.
3.9. SurveyMonkey
- Feature/Setting: Automated collector link send via API when order status matches criteria.
3.10. Typeform
- Feature/Setting: Automate survey invitations via Webhooks after e-commerce purchase events.
3.11. Klaviyo
- Feature/Setting: Automated Flow for post-purchase review request; use “Placed Order” trigger and “Send Email” action.
3.12. Intercom
- Feature/Setting: Automator for outbound message post-purchase, triggered by user event or custom bot flow.
3.13. Gorgias
- Feature/Setting: Automate feedback follow-up via Rules engine on 'Ticket Closed' event.
3.14. Zoho CRM
- Feature/Setting: Workflow Rule for “Sales Order Delivered” triggering custom function to send an email invite.
3.15. ActiveCampaign
- Feature/Setting: Automatable Automation Builder; start with “Order Fulfilled” and schedule survey step.
3.16. Shopify Flow
- Feature/Setting: Automated workflow—order delivered triggers review request email/SMS via Shopify Email or partner app.
3.17. Amazon SES
- Feature/Setting: Automate transactional feedback requests using SendRawEmail action after S3 order file update.
3.18. Pipedrive
- Feature/Setting: Automated Workflow; “Deal Won” triggers feedback request email via Mailigen or API.
3.19. Freshdesk
- Feature/Setting: Automation rule to request feedback when a support ticket/order is marked 'resolved'.
3.20. Microsoft Power Automate
- Feature/Setting: Automating Outlook/send SMS workflow triggered via SharePoint or Excel Online order completion.
Benefits
4.2. Automates retention of customer relationships and identifies satisfaction issues before churn.
4.3. Automator ensures consistent communication without manual effort, reducing staff workloads.
4.4. Automated aggregator of feedback supports marketing and sales strategy optimization.
4.5. Automated auditing and compliance by logging all requests and customer replies for regulatory records.