Customer Relationship & Sales AutomationsPurpose
1.2. Automate collection of reviews and customer feedback for quality improvement and marketing.
1.3. Automate reminders and follow-ups to maximize response rates and customer engagement.
1.4. Automate aggregation of feedback for analytics and management review.
1.5. Automate integration of positive reviews into marketing channels (website, Google, social media).
1.6. Automate flagging of negative responses for customer service follow-up.
Trigger Conditions
2.2. Automated scheduling based on shipment delivery date or in-store pickup completion.
2.3. Automatedly trigger upon invoice paid status in ERP or accounting software.
2.4. Manually trigger via staff input for special cases or custom orders.
2.5. Automatically skip customers who opted out.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API, automate SMS feedback requests; configure with customer number and feedback link.
3.2. SendGrid
• Feature/Setting: Transactional Email API, automate feedback email sends; template with review links; configure sender, recipient, subject, and content JSON.
3.3. Mailchimp
• Feature/Setting: Automations; use post-purchase email workflow; configure with dynamic merge tags for customer and order data.
3.4. HubSpot
• Feature/Setting: Workflows Automation, automate a post-deal close email with embedded survey and rating; configure deal pipeline trigger.
3.5. Salesforce
• Feature/Setting: Process Builder; automate feedback task after Opportunity Closed/Won; auto-generate personalized follow-up.
3.6. Zendesk
• Feature/Setting: Triggers; automate a feedback request ticket after ticket Solved, auto-email customer feedback surveys.
3.7. SurveyMonkey
• Feature/Setting: Automated Survey Links; dynamically personalize links per order via their Invite API.
3.8. Google Forms + Gmail API
• Feature/Setting: Automatedly generate form links; trigger Gmail API to deliver personalized surveys.
3.9. Typeform
• Feature/Setting: Automated API to prefill customer data and email survey invite post-purchase.
3.10. Intercom
• Feature/Setting: Automated Message; configure event-based triggers for purchase completion.
3.11. Klaviyo
• Feature/Setting: Flow Automation, post-shipment survey message; configure with dynamic coupons or incentives.
3.12. Shopify
• Feature/Setting: Flow App, automated review request after fulfillment; configure with delay and template.
3.13. Stripe
• Feature/Setting: Payment Succeeded webhook, automate request after payment received; configure with customer email.
3.14. WooCommerce
• Feature/Setting: Automated Email Customizer; trigger after order marked completed.
3.15. Google Sheets + Apps Script
• Feature/Setting: Automates post-sale data entry and bulk personalized email dispatch.
3.16. Monday.com
• Feature/Setting: Automations; auto-create action items for feedback follow-up.
3.17. Pipedrive
• Feature/Setting: Workflow Automation; email after deal marked won.
3.18. Freshdesk
• Feature/Setting: Automator to send survey after ticket closed.
3.19. ActiveCampaign
• Feature/Setting: Automated Email Sequence initiated post-purchase event.
3.20. Facebook Messenger (Meta API)
• Feature/Setting: Automate message with survey link post-purchase.
3.21. Yelp Fusion API
• Feature/Setting: Automate sending review request and collect new review notifications.
3.22. Google My Business API
• Feature/Setting: Send automated review invites and monitor incoming public reviews.
Benefits
4.2. Automates consistent multi-channel outreach for reviews, boosting response rate.
4.3. Automates analytics aggregation for actionable business insights.
4.4. Automates immediate action on negative feedback, improving customer service.
4.5. Automates review generation workflow, amplifying social proof and boosting store reputation.
4.6. Automates contact segmentation, excluding repeat or opted-out customers.
4.7. Fosters a culture of automated customer engagement within the business.