Customer Service & CRMPurpose
1.2. Improve service quality, boost loyalty, and drive future sales by capturing client insights at critical touchpoints post-fulfillment.
1.3. Ensure regulatory compliance, optimize product/offering mix, and enable proactive customer service follow-ups with reliable data.
Trigger Conditions
2.2. Time-based (e.g., 24–72 hours after delivery confirmation).
2.3. Status update in CRM reflecting ‘closed’ order or shipment.
2.4. Manual trigger by sales or customer service agent post-verification.
Platform Variants
• Feature: Flow Builder – Automated Email Action on ‘Order Delivered’ field update.
• Configure: Trigger flow on closed-won opportunity or delivery log.
3.2. HubSpot
• Setting: Workflow Automation – Post-delivery feedback email with embedded survey.
• Configure: Trigger pipeline stage ‘delivered’ to customer feedback workflow.
3.3. Zendesk
• Feature: Triggers & Automations API to send satisfaction survey after ticket tagged as ‘delivery’.
• Configure: POST request to create csat_survey.
3.4. Twilio
• Setting: Messaging API to send SMS feedback links to customer mobile after delivery.
• Configure: Trigger webhook tied to order status in backend.
3.5. SendGrid
• Feature: Transactional Templates API to email feedback form post-shipment event.
• Configure: Schedule delivery-complete transactional email.
3.6. SurveyMonkey
• Setting: Automated collector link via API triggered by delivery confirmation.
• Configure: API integration with ERP to send feedback invite.
3.7. Mailchimp
• Feature: Automation Journey to email survey for ‘delivered’ contacts.
• Configure: Use segment triggered by custom event.
3.8. Slack
• Feature: Workflow Builder – Automated message with link to feedback form in a private channel.
• Configure: Trigger on new delivery log entry.
3.9. Microsoft Teams
• Setting: Power Automate flow posts feedback task or adaptive card after delivery sheet update.
• Configure: Trigger from updated SharePoint list.
3.10. Google Forms
• Feature: Apps Script/webhook to generate/send feedback form post-inventory update.
• Configure: Trigger script after marking delivery.
3.11. Typeform
• Setting: Responses API triggered by integration (Zapier, direct API) based on delivery webhook.
• Configure: Send survey URL via email/SMS.
3.12. Qualtrics
• Feature: XM Directory, automated touchpoint for feedback after shipment status update.
• Configure: Trigger out-of-the-box distribution after API event.
3.13. Freshdesk
• Setting: Automation Rule to send satisfaction survey post ticket closure with ‘delivery’ tag.
• Configure: Set rule with appropriate event.
3.14. Klaviyo
• Feature: Flows – Automated post-delivery survey series via email or SMS.
• Configure: Trigger flow on fulfillment event.
3.15. Monday.com
• Setting: Automation to generate item/task in ‘Feedback’ board after delivery column changes.
• Configure: Auto-notify and assign collection.
3.16. Zoho CRM
• Feature: Workflow Rules – Send survey email or SMS post ‘Order Delivered’ field update.
• Configure: Specify action on custom module update.
3.17. Intercom
• Feature: Series Automation to prompt feedback chat after delivery notification auto-message.
• Configure: Target end-user after custom event.
3.18. Pipedrive
• Setting: Automation to create follow-up activity or email for delivery-marked deals.
• Configure: Workflow triggered on ‘delivered’ status.
3.19. Smartsheet
• Feature: Automated alert with feedback link to contact post row update for delivered orders.
• Configure: Use workflow builder.
3.20. Notion
• Setting: Notion API integration to create/update page in ‘Feedback’ database on delivery.
• Configure: Trigger via connected workflow.
Benefits
4.2. Scalability—handles feedback for high-volume wholesale aviation orders without manual effort.
4.3. Data-driven insight—aggregates responses for actionable service, inventory, and process improvements.
4.4. Customer engagement—demonstrates commitment and improves ongoing relationship with buyers.
4.5. Compliance readiness—documented feedback loop supports regulatory and quality requirements.