Customer Satisfaction & ReviewsPurpose
1.2. Automates post-service communications for gathering customer reviews and satisfaction metrics.
1.3. Automating customer engagement for continuous insights, reputation management, and enhanced trust in debt collection agency operations.
1.4. Leverages automatable feedback channels to drive agency improvement and boost public perception.
Trigger Conditions
2.2. Trigger when a certain period elapses post-collection completion (e.g., 24 hours).
2.3. Automate based on CRM task completion or customer record update.
2.4. Manual, scheduled, or automated triggers via API/webhook after agent marks service as delivered.
Platform Variants
- Feature/Setting: SMS API; configure for automated outreach on trigger (sample: POST to ‘/Messages’ endpoint with review URL and tracked phone number).
3.2. SendGrid
- Feature/Setting: Automate transactional email via SendGrid Mail Send API (sample: send review invitation to customer’s email upon case close).
3.3. Mailgun
- Feature/Setting: Automate email with Mailgun Messages API, schedule on event hook (sample: send feedback request to client email).
3.4. Google My Business
- Feature/Setting: Automate inviting customers to review using Google My Business API ‘accounts.locations.localPosts’ for posts containing review links.
3.5. Zapier
- Feature/Setting: Automate multi-app flows; “Zap” triggers after CRM update, sends out review request via preferred channels.
3.6. HubSpot
- Feature/Setting: Automate workflow with “Deal Closed” trigger, send automated review email through HubSpot Marketing hub.
3.7. Salesforce
- Feature/Setting: Automation Rules/Process Builder triggers email or SMS with review invite on ‘Opportunity Closed Won’.
3.8. Pipedrive
- Feature/Setting: Automate workflow triggers for sending review requests post deal closure via email integration or webhook.
3.9. ActiveCampaign
- Feature/Setting: Configure automation with “Tag Added” or “Status Changed”, delivers automated review asks.
3.10. Intercom
- Feature/Setting: Automate message via Intercom API ‘messages.create’, targeting recent clients for review.
3.11. Slack
- Feature/Setting: Automated notifications to staff with Slack Incoming Webhooks for manual follow-up reminders.
3.12. Freshdesk
- Feature/Setting: Automate customer satisfaction survey dispatch post-ticket closure, optionally include review link.
3.13. Zendesk
- Feature/Setting: Automate follow-up via Zendesk Triggers to send review request after ticket resolves.
3.14. Microsoft Power Automate
- Feature/Setting: Automate flow to send review requests upon SharePoint CRM item status change.
3.15. Google Sheets
- Feature/Setting: Automate data entry—collecting responses; use Apps Script to trigger email for new closure.
3.16. Monday.com
- Feature/Setting: Automated item status change triggers sending review request via integration.
3.17. ClickSend
- Feature/Setting: SMS API automates sending personalized review reminders on case update.
3.18. Customer.io
- Feature/Setting: Automate campaign using “Event API” trigger, delivering review email/SMS on collection completion.
3.19. Typeform
- Feature/Setting: Automate sending branded survey for feedback; integrate with webhook/API when case closes.
3.20. WhatsApp Business API
- Feature/Setting: Automates review request messages post-successful collection through official messaging channel.
3.21. Constant Contact
- Feature/Setting: Automated email campaigns based on contact list update, delivers Google review link.
Benefits
4.2. Automates post-service engagement, improving customer trust and satisfaction analytics.
4.3. Reduces manual labor and human error—fully automatable workflow.
4.4. Supports compliance and professional standards, strengthens agency credibility automatedly.
4.5. Delivers actionable insights for service continuous improvement via automation.
4.6. Automating the process encourages more positive reviews and prompt resolution of negative feedback.
4.7. Enables scalable, consistent outreach with automators configured per team/segment/region.