Customer Relationship & Sales AutomationsPurpose
1.2. Trigger tailored responses for both positive and negative feedback, enabling proactive service recovery.
1.3. Archive insights to inform inventory, display, and customer service improvements specifically for antique furniture buyers.
Trigger Conditions
2.2. Customer delivery confirmation marked as “received” in POS/ERP.
2.3. Elapsed time (e.g., 3–7 days) after item delivery or store pickup.
2.4. Manual flag for VIP or repeat customers to initiate premium survey streams.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Configure SMS API “Messages” endpoint to send templated feedback requests automatically post-sale.
• Sample: POST to /Messages with sale completion webhook trigger.
3.2. SendGrid
• Feature/Setting: Use Transactional Email API “mail/send” for survey links, triggered by sale completion event.
• Sample: POST JSON payload with customer email, survey URL.
3.3. SurveyMonkey
• Feature/Setting: Automate survey distribution via “Collectors API” using sale event data.
• Sample: POST to /v3/collectors.
3.4. Typeform
• Feature/Setting: Use “Responses API” to create unique survey forms per sale and distribute links.
• Sample: Register submission webhook for real-time feedback capture.
3.5. HubSpot
• Feature/Setting: Establish “Workflows” to email post-purchase surveys from “Contacts” segment.
• Sample: Workflow with email send, data logging.
3.6. Zendesk
• Feature/Setting: Automate satisfaction survey requests through “Satisfaction Ratings API.”
• Sample: Create ticket with follow-up action to trigger survey.
3.7. WhatsApp Business API
• Feature/Setting: Send templated feedback request message when a sale is closed.
• Sample: Use /messages endpoint with dynamic templates.
3.8. Slack
• Feature/Setting: Incoming Webhooks to channel notifying sales team of new feedback.
• Sample: POST feedback summary to #customer-feedback.
3.9. Mailchimp
• Feature/Setting: Trigger “Automation Emails” post-sale with built-in feedback forms.
• Sample: Segment antique buyers and schedule automated follow-up.
3.10. Google Forms
• Feature/Setting: Generate and email personalized post-sale survey links from “Forms API.”
• Sample: Append buyer email and unique sale ID to Google Form link.
3.11. Microsoft Power Automate
• Feature/Setting: Design trigger-action workflows connecting POS or CRM to feedback forms.
• Sample: Sale completed → send feedback email via Office 365 Outlook API.
3.12. Salesforce
• Feature/Setting: Use Process Builder or Flow to send surveys via “Email Alerts” after closed-won Opportunity.
• Sample: Closed opportunity triggers survey dispatch.
3.13. Facebook Messenger Platform
• Feature/Setting: “Send API” delivers post-sale survey messages directly to customer's Messenger account.
• Sample: POST interactive message with survey.
3.14. Zoho CRM
• Feature/Setting: “Workflow Rules” send emails or SMS with embedded survey after deal closure.
• Sample: Survey triggered on [Deal Stage] = Closed.
3.15. Shopify
• Feature/Setting: “Order Fulfillment” triggers webhook for post-purchase feedback emails or apps.
• Sample: POST order completion details to endpoint generating survey link.
3.16. Google Sheets
• Feature/Setting: Collect and store responses using API “Append” for structured analysis.
• Sample: Feedback submitted triggers row insert for dashboarding.
3.17. Freshdesk
• Feature/Setting: “Automation Rules” push CSAT survey email after ticket or booking is closed.
• Sample: Event triggers survey delivery.
3.18. ActiveCampaign
• Feature/Setting: “Automation Builder” initiates follow-up survey to the contact list post-purchase.
• Sample: Purchase tag triggers campaign with embedded feedback survey.
3.19. Qualtrics
• Feature/Setting: “XM Directory” automates post-purchase survey distribution and aggregates antique-specific insights.
• Sample: Triggered survey via Transaction API.
3.20. Jotform
• Feature/Setting: API creates and sends custom survey forms to customer emails on order closure.
• Sample: Auto-generate form link with embedded order details.
3.21. Intercom
• Feature/Setting: “Outbound Messages” sent to users after marked purchase or sales milestone.
• Sample: Event-driven in-app or email delivery of survey.
3.22. Klaviyo
• Feature/Setting: “Flows” automate post-sale drip campaigns, embedding survey CTA.
• Sample: Triggered by order event.
Benefits
4.2. Enables real-time insight into customer satisfaction and store performance.
4.3. Accelerates issue resolution, converting unhappy buyers into repeat clients.
4.4. Automates data logging for trend analysis and compliance tracking.
4.5. Supports testimonial and review generation, crucial for antique furniture marketing.
4.6. Reduces manual workload, freeing staff for high-value relationship building.