Lead Capture & Customer CommunicationPurpose
1.2. Ensure all customers receive consistent, timely post-service communication for gathering feedback, boosting retention, and enhancing service quality.
1.3. Automates quality assurance workflow by collecting and analyzing customer satisfaction data.
1.4. Increases likelihood of positive online reviews by prompting happy customers to share their experience.
1.5. Enables automated lead nurturing and customer journey mapping after service interaction.
Trigger Conditions
2.2. Automates after technician closes work order or ticket.
2.3. Automates on customer device pickup recorded in scheduling software.
2.4. Automates by preset elapsed time post-repair (e.g., 24 hours or 3 days).
2.5. Automates on status change event in shop management software.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automations → Customer Journey → Triggered Emails; connect to CRM via API to automate emails on job completion.
• Sample: Configure journey starting with “Tag added: Repair Completed”, automate email send.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API → Automated Email Sends; trigger via API on event from POS.
• Sample: Use cURL POST to /v3/mail/send endpoint when order.status=“completed”.
3.3. HubSpot
• Feature/Setting: Workflows → Automated Email on Deal Stage Change; use “Deal Stage: Completed” as trigger.
• Sample: Workflow automates email on deal property change.
3.4. Twilio SendGrid
• Feature/Setting: Automation → Email Triggers; connects to repair tracking event.
• Sample: Automate via Event Webhook integration.
3.5. Salesforce
• Feature/Setting: Process Builder/Flow → Send Email on “Case Closed”; automate customer survey send.
• Sample: Flow triggers “Send Email” action on Case.Status field update.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules → Email Notification; automate email as “Repair Done” updates.
• Sample: Configure workflow that triggers email template.
3.7. Freshdesk
• Feature/Setting: Automations → Ticket Updates; send survey when ticket status is “Resolved”.
• Sample: Automate via scenario automations in Helpdesk.
3.8. Google Workspace (Gmail API)
• Feature/Setting: Scripted trigger to automate personalized emails on repair sheet completion.
• Sample: Use Google Apps Script to automate email send.
3.9. ActiveCampaign
• Feature/Setting: Automations → Post-Service Follow-Up Campaigns; automate emails on “Custom Field: Repair Done”.
• Sample: Tag triggers automated sequence.
3.10. SurveyMonkey
• Feature/Setting: Email Collector → Automated Sends; integrate with CRM to trigger survey.
• Sample: Automate survey send via collector API.
3.11. Typeform
• Feature/Setting: Automated survey send via integrations; connects to order status event.
• Sample: Use webhook to automate Typeform invite.
3.12. Intercom
• Feature/Setting: Series Automation → Send Message after Repair Event; automates follow-up via inbox automation.
• Sample: Event-based outbound message.
3.13. Constant Contact
• Feature/Setting: Automated Email Campaigns; apply “Repair Complete” tag to automate.
• Sample: Setup automation in Event Manager.
3.14. Klaviyo
• Feature/Setting: Flows → Event-Driven Email Trigger; API call on job done.
• Sample: Flow automates survey email on trigger event.
3.15. MailerLite
• Feature/Setting: Automation → Trigger on Customer Segment Entry; automates follow-up send.
• Sample: Segment of “Recent Repairs” automates flow.
3.16. Pipedrive
• Feature/Setting: Workflow Automations → Automated Email on Deal Closed; support add-ons for survey.
• Sample: Email automation on pipeline transition.
3.17. Monday.com
• Feature/Setting: Automations → Email integration on status change to Done.
• Sample: Automates via “When status changes to Done, send email”.
3.18. Slack (Workflow Builder)
• Feature/Setting: Automated message or workflow to follow up internally or trigger email bot.
• Sample: Workflow automates message to channel on repair complete.
3.19. Zoho Desk
• Feature/Setting: Automations → After Ticket Closed; automates post-service survey email.
• Sample: Ticket automation rule.
3.20. Qualtrics
• Feature/Setting: Integrations → Automated survey send on API call/event from repair system.
• Sample: Automate via API trigger after status change.
Benefits
4.2. Delivers automatable customer feedback to inform quality improvement and personnel performance.
4.3. Saves staff time by automatedly managing consistent, timely communication.
4.4. Automates review requests, which helps grow online reputation.
4.5. Enables automating detailed tracking of customer satisfaction trends at scale.
4.6. Reduces manual follow-up errors by letting automation handle timing and personalization.