Customer Service and SupportPurpose
1.2. Automate follow-up to ensure every serviced customer receives a prompt survey tailored to their recent interaction.
1.3. Integrate data for real-time reporting and continuous service enhancement.
1.4. Support compliance and quality assurance for industrial service standards.
1.5. Enable rapid escalation of negative feedback to management for resolution.
Trigger Conditions
2.2. Logging of a customer support case closure in CRM or helpdesk application.
2.3. Manual flag from a technician’s mobile app marking a job as completed.
2.4. Invoice issuance following service delivery.
2.5. Customer digital signature confirming end of service visit.
Platform Variants
• Feature/Setting: API - Send SMS
• Sample: Configure POST to Twilio’s Programmable SMS API endpoint with recipient’s phone, dynamic survey link, and personalized text.
3.2. SendGrid
• Feature/Setting: API - Send Email
• Sample: Use SendGrid’s Mail Send endpoint, mapping recipient, subject, and dynamic body with survey link.
3.3. HubSpot
• Feature/Setting: Workflow Automation
• Sample: Set workflow to trigger a survey email via HubSpot’s “Send Email” action when ticket closes.
3.4. Salesforce
• Feature/Setting: Process Builder & Flow
• Sample: Trigger notification or survey email using Flow Builder on Case closure.
3.5. Google Forms
• Feature/Setting: Pre-filled URL Generation
• Sample: Auto-generate unique Google Form URLs and distribute via email/SMS using webhook.
3.6. Microsoft Power Automate
• Feature/Setting: Scheduled Flow
• Sample: Automate trigger from Dynamics case status to send MS Forms survey link via Outlook connector.
3.7. Mailchimp
• Feature/Setting: Campaign Trigger
• Sample: Audience segmentation triggers automated “Follow-up” survey campaign after new tag (“Service Complete”).
3.8. Zendesk
• Feature/Setting: Triggers & Automations
• Sample: Use ticket status change to send survey via native Satisfaction Survey automation or API.
3.9. SurveyMonkey
• Feature/Setting: Webhook Collector
• Sample: Auto-send branded survey using SurveyMonkey’s API when new event is received.
3.10. Zoho CRM
• Feature/Setting: Workflow Rule
• Sample: Workflow triggers an email or SMS when deal/service ticket moves to “Completed.”
3.11. Freshdesk
• Feature/Setting: Observer Rules
• Sample: Configure automated observation on ticket “Resolved” status, delivering a survey via email.
3.12. Typeform
• Feature/Setting: API - Send Email Invitation
• Sample: REST API call to send customized survey invite after event registration.
3.13. ActiveCampaign
• Feature/Setting: Automation
• Sample: Automation triggers survey email after post-service tag is added to contact.
3.14. Airtable
• Feature/Setting: Scripting Block & Webhook
• Sample: Script block watches for record update, triggers outbound webhook with survey.
3.15. Intercom
• Feature/Setting: Custom Bots
• Sample: Post-interaction bot triggers a satisfaction survey through in-app chat or email.
3.16. Slack
• Feature/Setting: Incoming Webhook
• Sample: Notification to internal team with actionable survey link when service complete.
3.17. WhatsApp Business API
• Feature/Setting: Template Message
• Sample: Send message template with embedded survey URL after job status update.
3.18. Monday.com
• Feature/Setting: Automation Recipes
• Sample: When status changes to “Done,” auto-send survey email or create reminder item.
3.19. Pipedrive
• Feature/Setting: Workflow Automation
• Sample: Stage change triggers external survey send action.
3.20. ServiceNow
• Feature/Setting: Flow Designer
• Sample: Automated survey request launched on “Incident Closed” event.
Benefits
4.2. Reduces manual effort, saving operational time and resources.
4.3. Real-time visibility into satisfaction metrics for continuous improvement.
4.4. Early identification and escalation for dissatisfied customers.
4.5. Data centralization for analytics and compliance validation.
4.6. Improves responsiveness and strengthens long-term customer relationships.