Automated surveys after inquiries or test drives

Purpose

1.1. Automatedly engage prospects and customers after they submit inquiries or complete test drives.
1.2. Automate delivery of personalized surveys to measure satisfaction, collect feedback, and optimize dealership processes.
1.3. Drive continuous improvement by automating survey data aggregation and response analytics for management.
1.4. Enable automation of follow-ups with unhappy customers and reward promoters using survey logic.
1.5. Reduce manual workload and human error through end-to-end survey automation within the sales funnel.

Trigger Conditions

2.1. New inquiry submitted via web form, phone, or in-person.
2.2. Test drive completion logged in CRM or booking system.
2.3. Sales consultant marks lead as “Test Drive Completed.”
2.4. Post-appointment status updated in dealership DMS.
2.5. Manual trigger from sales dashboard to initiate survey automation.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Use programmable SMS API to automate outbound surveys when test drive completion event fires (SendMessage endpoint: To/From/Body).
3.2. SendGrid
• Feature/Setting: Automate transactional email surveys using the Mail Send API (Dynamic Templates, single send email from event trigger).
3.3. SurveyMonkey
• Feature/Setting: Automate survey invitations using the Collectors API, scheduling email/SMS invitations on event.
3.4. Google Forms
• Feature/Setting: Automate email dispatch using Google Forms/Sheets API connected to webhook event from the CRM.
3.5. Microsoft Teams
• Feature/Setting: Use Microsoft Graph API to automate adaptive card notifications with embedded surveys to sales reps or managers.
3.6. Slack
• Feature/Setting: Automate sending interactive survey links to users via chat.postMessage API at defined Engage points.
3.7. WhatsApp Business API
• Feature/Setting: Automate sending survey messages using the Message Templates feature upon test drive/follow-up trigger.
3.8. Salesforce
• Feature/Setting: Automate outbound survey journeys using Process Builder, Flow, and custom Apex triggers via Survey Invitation object.
3.9. HubSpot
• Feature/Setting: Automate workflow triggers to send feedback forms via “Send email” or “Webhook” action after status change.
3.10. Mailchimp
• Feature/Setting: Automate Customer Journeys with survey embedded emails triggered from webhooks or API event hooks.
3.11. Typeform
• Feature/Setting: Automate survey dispatch via Typeform Webhooks API integrated with CRM/lead management trigger.
3.12. Zoho CRM
• Feature/Setting: Use Zoho Deluge scripting to automate email/survey notifications when test drive field is updated.
3.13. Intercom
• Feature/Setting: Automate in-app survey popups using event-based triggers on the Intercom API.
3.14. Zendesk
• Feature/Setting: Automate satisfaction surveys using Zendesk Triggers/Automations tied to customer status events.
3.15. Freshdesk
• Feature/Setting: Automate feedback requests using scenario automations on ticket or lead closure.
3.16. ActiveCampaign
• Feature/Setting: Automate survey emails through automation builder triggered on custom field update.
3.17. Klaviyo
• Feature/Setting: Automate flows for survey delivery using event/webhook triggers and dynamic content blocks.
3.18. Pipedrive
• Feature/Setting: Automate activity-based workflow using Triggers/Actions and outbound emails with survey links.
3.19. Monday.com
• Feature/Setting: Automate automations to send survey emails with custom status or test drive pulse board update.
3.20. Airtable
• Feature/Setting: Automate email automation using Airtable Automations—triggered by record update for survey invitations.

Benefits

4.1. Accelerates the collection of actionable customer feedback through automation.
4.2. Reduces manual intervention—making satisfaction analytics fully automatable.
4.3. Improves response rates by automating multi-channel survey distribution.
4.4. Enables automated, data-driven improvement cycles for car dealerships.
4.5. Supports consistent, unbiased customer engagement via automated workflows.