Customer Relationship & Support AutomationPurpose
1.2. Automating feedback capture to evaluate service, staff performance, and product quality.
1.3. Enables automated continuous improvement via real-time customer insights into the hose supply process.
1.4. Gains critical data for automating loyalty, marketing, and support workflows based on survey responses.
Trigger Conditions
2.2. Automates sending after ticket closure in support desk system.
2.3. Trigger on CRM contact stage change (e.g., post-purchase, post-visit).
2.4. Trigger based on delivery confirmation in logistics management system.
2.5. Customize automated triggers by specific hose product or order value.
Platform Variants
• Feature: SMS API
• Configuration: Automate POST to /Messages with survey link template and recipient phone.
3.2. SendGrid
• Feature: Mail Send API
• Configuration: Automate survey email using dynamic templates and single sends.
3.3. Mailchimp
• Feature: Campaign API
• Configuration: Automated audience segmentation and email survey dispatch post-transaction.
3.4. Microsoft Teams
• Feature: Message via Teams API
• Configuration: Automate posting survey reminders to internal channels for follow-up.
3.5. Slack
• Feature: chat.postMessage
• Configuration: Automate survey notifications to staff on survey events.
3.6. Google Sheets
• Feature: Sheets API
• Configuration: Automator appends response rows for survey result tracking.
3.7. Typeform
• Feature: Responses API
• Configuration: Automate survey link distribution; retrieve responses for workflow automation.
3.8. SurveyMonkey
• Feature: Collectors API
• Configuration: Automate creation and managing of survey collectors post-interaction.
3.9. HubSpot
• Feature: Workflow Automation
• Configuration: Automated emailing of surveys on lifecycle stage update.
3.10. Salesforce
• Feature: Process Builder + Email Alerts
• Configuration: Automator initiates survey send on specified CRM event.
3.11. Zendesk
• Feature: Triggers + Zendesk API
• Configuration: Auto-dispatch surveys on ticket resolved.
3.12. Freshdesk
• Feature: Automations
• Configuration: Survey sent via email automations on ticket status change.
3.13. Google Forms
• Feature: Google Apps Script
• Configuration: Automate survey invitation upon spreadsheet entry change.
3.14. Qualtrics
• Feature: Survey Distribution API
• Configuration: Auto-schedule survey sends after closed support interactions.
3.15. Intercom
• Feature: Outbound Messages
• Configuration: Automate targeted survey messages post-chat/support.
3.16. ActiveCampaign
• Feature: Automations
• Configuration: Automated survey dispatch triggered by tag/action.
3.17. Zoho CRM
• Feature: Workflow Rules + Survey Integration
• Configuration: Auto-send survey email based on contact activity.
3.18. Pipedrive
• Feature: Workflow Automation
• Configuration: Automated survey email after deal stage closed.
3.19. Airtable
• Feature: Automations
• Configuration: Automator triggers survey email on record update.
3.20. WhatsApp Business API
• Feature: Message Send Endpoint
• Configuration: Automated survey link messaging upon qualifying interaction.
3.21. Monday.com
• Feature: Automations + Email Integration
• Configuration: Automates survey send post-board status changes.
3.22. Marketo
• Feature: Smart Campaigns
• Configuration: Automate survey emails via custom triggers.
Benefits
4.2. Automation ensures every customer is surveyed without manual action.
4.3. Automator provides rapid quality and satisfaction metrics.
4.4. Automatable survey delivery increases response volume.
4.5. Automatedly unlocks customer loyalty and product improvement insights.
4.6. Automating this flow links customer sentiment to sales and service KPIs.
4.7. Enables advanced automations (alerts, remediation, rewards) chained to survey responses.