Receipt of testimonial requests after closing a case

Purpose

1. Automate the delivery of testimonial requests after successful debt recovery to standardize the collection of customer feedback, reinforce agency credibility, improve service quality, and promote reputation.

2. Ensure every client receives an automated prompt for testimonials once a case is marked closed, eliminating manual follow-ups and maximizing response rates.

3. Streamline the process across multiple communication channels and CRM systems, supporting both digital and traditional feedback mechanisms in a secure and compliant manner.

4. Automate tracking and escalation where testimonial submission is not completed; providing actionable analytics for continuous business process improvement.

Trigger Conditions

1. Case status changes to “closed” or “resolved” within the debt collection management system.

2. Automation triggered by a successful payment event or closure confirmation via account manager input.

3. Automated scheduler can add delay (e.g., 24 hours after closure) before the testimonial request is sent.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS sending with POST /Messages API for immediate testimonial requests after case closure.
  
• Sample Configuration: Triggered API call with customer mobile from CRM and predefined feedback URL.
  

2. SendGrid

• Feature/Setting: Use Mail Send API to automate personalized testimonial email campaigns post-closure.
  
• Sample Configuration: Dynamic template ID mapping to the account type.
  

3. HubSpot

• Feature/Setting: Workflow automation using the “Send Email” action triggered by pipeline stage update.
  
• Sample Configuration: Trigger on ‘Deal Stage: Closed-Won’.
  

4. Salesforce

• Feature/Setting: Automate with Workflow Rule/Process Builder; action “Email Alert” post-case status change.
  
• Sample Configuration: Rule set on ‘Case.Status = Closed’.
  

5. Pipedrive

• Feature/Setting: Automate via workflow automations on deal status change, trigger email/send link.
  
• Sample Configuration: Action for stage “Deal Won”.
  

6. ActiveCampaign

• Feature/Setting: Automator triggers on list segment update, invokes automated pipeline to email/SMS feedback link.
  
• Sample Configuration: Automation when “Custom Field: Case Status = Closed”.
  

7. Microsoft Power Automate

• Feature/Setting: Flow triggers on CRM case update, automates Teams, SMS, or email channel execution.
  
• Sample Configuration: Trigger: “When a record is updated”; Action: “Send email”.
  

8. Slack

• Feature/Setting: Incoming webhook automation for team notification, direct message automator for customer if provisioned.
  
• Sample Configuration: /api/chat.postMessage for direct message.
  

9. Google Sheets

• Feature/Setting: Apps Script automation or trigger row addition for testimonial request, auto-email with Gmail API.
  
• Sample Configuration: Script upon ‘Closed’ marker in row.
  

10. Zendesk

• Feature/Setting: Trigger automator on ticket status; invoke “Send email” or “Custom target” for feedback request.
  
• Sample Configuration: Ticket automation on “Ticket Status: Solved”.
  

11. Zoho CRM

• Feature/Setting: Workflow Rules automating email dispatch or SMS integration via custom functions.
  
• Sample Configuration: Workflow for ‘Deal/Case Closed’, trigger email/SMS.
  

12. Mailchimp

• Feature/Setting: Automated campaign triggered on segment/tag update, sends feedback form email.
  
• Sample Configuration: Automation when contact tagged “Review-Request”.
  

13. Intercom

• Feature/Setting: Automated Series messaging based on event “case closed”, delivers feedback request.
  
• Sample Configuration: Event-based in-app or email message.
  

14. Freshworks

• Feature/Setting: Freshdesk/Freshsales workflow automates notification/email on case closure.
  
• Sample Configuration: “Ticket closed” triggers custom email workflow.
  

15. SurveyMonkey

• Feature/Setting: Automate survey invitation email via API when new row/case is flagged.
  
• Sample Configuration: surveyInvitation.send to customer’s email.
  

16. Airtable

• Feature/Setting: Automation triggers on “case closed” status, automated API integration with email dispatch.
  
• Sample Configuration: Scripted automation on record field change.
  

17. WhatsApp Business API

• Feature/Setting: Send automated testimonial request message using /messages endpoint when closure event detected.
  
• Sample Configuration: Pre-approved template message with feedback URL.
  

18. Outlook 365

• Feature/Setting: Outlook Flow automator for sending feedback requests post-case closure via Power Automate.
  
• Sample Configuration: Trigger: “When a new item is added”; Action: “Send Email”.
  

19. Gmail API

• Feature/Setting: Automate draft/send feedback request email upon CRM update using /messages.send.
  
• Sample Configuration: Automated email with custom feedback link.
  

20. Calendly

• Feature/Setting: Automate post-event workflows to dispatch testimonial requests after debt recovery review calls.
  
• Sample Configuration: Workflow: automate after event-completion.
  

21. Typeform

• Feature/Setting: API triggers to send personalized feedback survey link post-case closure.
  
• Sample Configuration: Email/SMS integration with unique respondent link.
  

22. DocuSign

• Feature/Setting: Automate sending a post-signature feedback invitation merged with closure events, via eSignature API.
  
• Sample Configuration: Automated envelope completion event.
  

23. Monday.com

• Feature/Setting: Automation recipes trigger email/SMS on status “closed”; automates sending testimonial link.
  
• Sample Configuration: Status automation linked to email integration.
  

24. ClickSend

• Feature/Setting: Automatable SMS/email testimonial request using /v3/sms/send on CRM closure.
  
• Sample Configuration: Automated request on customer’s closure segment.
  

Benefits

1. Automates repetitive testimonial requests, optimizing post-case engagement with zero manual overhead.

2. Ensures every eligible closure triggers a testimonial workflow, eliminating human error.

3. Multichannel automation increases response volume and variety for authentic client reviews.

4. Centralizes testimonial data for seamless integration into marketing and compliance reporting.

5. Supports automated reminders/escalations for unsubmitted testimonials, closing feedback loops.

6. Provides actionable insights from automated analytics, accelerating quality and reputation gains.