Customer Relationship Management & RetentionPurpose
1.2. Drive higher engagement, retention, and referral rates by acting on customer insights.
1.3. Establish a closed-loop feedback process, ensuring every service or sales interaction is followed by timely communication.
1.4. Integrate with CRM and marketing platforms to centralize feedback and personalize future outreach.
Trigger Conditions
2.2. Marking of a vehicle sale as "Delivered" in sales system.
2.3. Customer-initiated feedback request from post-purchase email.
2.4. Specific time delays post-transaction (e.g., 24 hours, 3 days).
2.5. Success event detection via payment completed or e-signature finalized.
2.6. On updating contact status to "Served" in a CRM.
Platform Variants
• Feature/Setting: SMS Messaging API
• Configure automated survey send via POST /Messages endpoint after service status update.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API
• Set trigger and personalize survey email template, POST /mail/send API for dispatch.
3.3. Mailchimp
• Feature/Setting: Email Automation
• Set a post-transaction automation email with embedded survey link.
3.4. Salesforce
• Feature/Setting: Workflow Rule + Survey Invitation
• Trigger Survey Invitation object on Opportunity or Case closure.
3.5. Zoho CRM
• Feature/Setting: Workflow Automation + Zoho Survey API
• Trigger survey via workflow after Deal or Service Request status updates.
3.6. HubSpot
• Feature/Setting: Customer Feedback Automation
• Use Service Workflows to send surveys based on ticket or deal stages.
3.7. SurveyMonkey
• Feature/Setting: SurveyMonkey API – Collectors
• Configure automated distribution to contact emails post-interaction via /collectors endpoint.
3.8. Google Forms
• Feature/Setting: Apps Script Triggers
• Automate dispatch of Form links through Gmail API upon service log update.
3.9. Typeform
• Feature/Setting: Typeform Webhooks
• Trigger survey invitations on purchase via connected webhook.
3.10. ActiveCampaign
• Feature/Setting: Automation + Email API
• Set automated post-purchase email campaign with survey link.
3.11. Zendesk
• Feature/Setting: Automated Satisfaction Ratings
• Enable automatic survey request on ticket resolution.
3.12. Intercom
• Feature/Setting: Custom Bots + Email Campaigns
• Bot triggers survey post-conversation or via Intercom Messages API.
3.13. Microsoft Power Automate
• Feature/Setting: Scheduled Flow + Microsoft Forms
• Upon CRM data change, dispatch a survey link via Outlook connector.
3.14. Pipedrive
• Feature/Setting: Workflow Automation
• On deal "Won", trigger integrated survey email via connected service.
3.15. Freshdesk
• Feature/Setting: Customer Satisfaction Automation
• Automate survey email when ticket is closed.
3.16. Klaviyo
• Feature/Setting: Post-Purchase Flow
• Send personalized survey request after order fulfillment.
3.17. SAP Customer Experience
• Feature/Setting: Survey Automation in Qualtrics
• Initiate survey based on service closure event in SAP CX.
3.18. Oracle CX Cloud
• Feature/Setting: Intelligent Service Surveys
• Configure survey automation on case and sales order closure.
3.19. Facebook Messenger
• Feature/Setting: Messenger Bot API
• Send automated survey flows post-service using Send API.
3.20. WhatsApp Business API
• Feature/Setting: Message Templates
• Automatically send a survey link after updating service status.
3.21. Slack
• Feature/Setting: Workflow Builder
• Push survey invite as DM to internal reps for follow-up after closed deals.
3.22. DocuSign
• Feature/Setting: Connect Webhook
• Trigger survey email after completion of sales documents.
Benefits
4.2. Reduces manual follow-up effort and resource cost.
4.3. Enables real-time monitoring of satisfaction trends and immediate response to dissatisfaction.
4.4. Provides structured customer insights for continuous process improvement.
4.5. Boosts retention by showing proactive care and follow-up.
4.6. Supports compliance and reporting on customer interaction quality.