Customer Relationship Management (CRM)Purpose
1 Automate customer satisfaction survey distribution immediately after order completion for aluminum wholesale buyers.
2 Track, collect, and organize feedback to enhance service quality, retention, and insights.
3 Integrate survey data into CRM for real-time analytics and follow-up automation.
4 Ensure omnichannel survey distribution, maximizing response rates and data quality.
Trigger Conditions
1 Order marked as “Fulfilled” or “Completed” in order management/ERP.
2 New invoice issued and paid.
3 Delivery status updated to “Delivered” in logistics provider system.
4 Customer lifecycle milestone reached in CRM.
Platform Variants
1 Twilio
- Feature: Programmable SMS
- Setting: Configure SMS Survey API, set trigger webhook for order completion, insert survey link.
2 SendGrid
- Feature: Email API
- Setting: Create template with survey CTA, use dynamic segments, automate send on event trigger.
3 HubSpot
- Feature: Workflows / Surveys
- Setting: Setup “Order Complete” trigger, use Feedback Survey module, link responses to customer record.
4 Salesforce
- Feature: Process Builder/Flows
- Setting: Tie Workflow to Opportunity “Closed Won,” integrate with native Salesforce Surveys.
5 Zoho CRM
- Feature: Automation Rules
- Setting: Trigger email/survey workflow from sales order module using Zoho Survey integration.
6 SurveyMonkey
- Feature: Webhooks/API
- Setting: Use Trigger API to send survey emails when webhook fires on order event.
7 Google Forms
- Feature: Forms API, Apps Script
- Setting: Script to auto-email form link on Google Sheets update tied to order completion.
8 Mailchimp
- Feature: Automation Customer Journeys
- Setting: Initiate email sequence with survey link on “Order Fulfilled” event.
9 Typeform
- Feature: API/Webhooks
- Setting: Use REST API to issue personalized survey invitations after order events.
10 Slack
- Feature: Workflow Builder
- Setting: Post direct message to customer/account owner with survey, triggered via external webhook.
11 Pipedrive
- Feature: Automated Action Workflows
- Setting: Configure “Deal Won” to issue survey link through email or SMS plugin.
12 Microsoft Power Automate
- Feature: Flows
- Setting: Build sequence linking Dynamics 365 Sales order close to survey send action (MS Forms).
13 ActiveCampaign
- Feature: Automations
- Setting: Create event-activated automation sending out a survey with contact personalization.
14 Shopify
- Feature: Flow app
- Setting: Trigger email outreach or third-party survey app on “Order Delivered” event.
15 Intercom
- Feature: Event-triggered Messages
- Setting: Send in-app or email survey post-transaction, using behavioral triggers.
16 Monday.com
- Feature: Automations
- Setting: Configure board automation to trigger survey email when delivery status is set to done.
17 Freshdesk
- Feature: Automations/Workflows
- Setting: Auto-send satisfaction survey from Freshsurvey integration when ticket/order is resolved.
18 Jotform
- Feature: API + Autoresponder
- Setting: Trigger survey autoresponder on new "order complete" submission.
19 Klaviyo
- Feature: Flows
- Setting: Post-purchase flow to send survey via SMS/email after fulfillment update.
20 Zendesk
- Feature: Triggers + Satisfaction Surveys
- Setting: “Order solved” trigger launches survey email using Zendesk automation builder.
21 WhatsApp Business API
- Feature: Message Templates
- Setting: Send proactive survey message after order status is “delivered,” configured via API.
Benefits
1 Immediate, non-intrusive customer feedback capture enhances satisfaction tracking.
2 Multichannel reach ensures higher survey participation.
3 Streamlined feedback loop allows prompt issue resolution.
4 Centralized data improves continuous process improvement and CRM value.
5 Reduces manual intervention, freeing staff for critical tasks.
6 Enables data-driven decision-making and customer journey refinement.