Collect customer feedback post-test drive

Purpose

1.1. Automate the collection of customer feedback post-test drive to improve customer engagement, gather actionable insights, and enhance sales conversion and follow-up processes.
1.2. Automatically trigger surveys or feedback forms upon completion of a test drive, log responses, notify sales teams, and update CRM for workflow optimization.
1.3. Allow continuous feedback loops, rapid response to issues, rating analysis, and reporting for corporate decision-makers in automotive retail.

Trigger Conditions

2.1. Test drive marked as completed in CRM or dealership management system.
2.2. Customer contact information is available and verified.
2.3. Optional: Feedback request not previously sent within “X” days post-test drive.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS feedback requests; Configure Messaging API > Create messaging service, trigger on test drive completion.
3.2. SendGrid
• Feature/Setting: Automates email feedback requests; Use Mail Send API, POST to /mail/send with dynamic email template for survey.
3.3. Zendesk
• Feature/Setting: Automator collects feedback via tickets; Automate ticket creation API, trigger survey automation.
3.4. Salesforce
• Feature/Setting: Configure Process Builder to send automated survey upon campaign status change (test drive completed).
3.5. HubSpot
• Feature/Setting: Use Workflow Automations to trigger feedback form via HubSpot Forms API after test drive event.
3.6. Slack
• Feature/Setting: Send automated notifications to dealership Slack channel upon new feedback submission; Incoming Webhooks.
3.7. Google Forms
• Feature/Setting: Automate form prefill/send link via Forms API; Email customer when trigger condition met.
3.8. SurveyMonkey
• Feature/Setting: Automated invitation with Create Collector API; Send survey link to customer automatically.
3.9. Mailchimp
• Feature/Setting: Automate email campaigns; Use Transactional Email API to send personalized feedback requests.
3.10. Zoho CRM
• Feature/Setting: Automate workflow rules in CRM; Trigger survey task on test drive record update.
3.11. Microsoft Dynamics 365
• Feature/Setting: Automate with Power Automate; Trigger Survey Invitation Flow on entity update.
3.12. Typeform
• Feature/Setting: Automate feedback collection; Create Response API triggers on lead event.
3.13. Facebook Messenger
• Feature/Setting: Automate sending feedback request via Messenger Send API post-test drive.
3.14. WhatsApp Business API
• Feature/Setting: Automate feedback prompt via WhatsApp message; Use /messages endpoint.
3.15. ActiveCampaign
• Feature/Setting: Automate email/ SMS feedback follow-up with Automation Builder linked to deals.
3.16. Intercom
• Feature/Setting: Automate feedback message post-test drive event; Use Conversations API.
3.17. Aircall
• Feature/Setting: Automate post-call survey with Webhooks; Trigger after phone confirmation of test drive.
3.18. Marketo
• Feature/Setting: Trigger Smart Campaign upon CRM test drive completion; Send survey through Email API.
3.19. Pipedrive
• Feature/Setting: Automate activity/task for feedback; Use Webhooks/Activity API on test drive deal.
3.20. Trello
• Feature/Setting: Automate card creation for feedback reviews; API triggers on survey submission.
3.21. Monday.com
• Feature/Setting: Automator workflow for feedback tracking; Create item with API when survey received.
3.22. Freshdesk
• Feature/Setting: Automate feedback ticket generation via API; Triggers on customer interaction event.

Benefits

4.1. Automates customer reachout, ensuring immediate and reliable feedback requests post-interaction.
4.2. Omnichannel automation for higher engagement rates across SMS, email, chat, and CRM.
4.3. Automatedly aggregates actionable insights for sales, marketing, and leadership teams.
4.4. Drastically reduces manual follow-up time and automates escalations on negative feedback.
4.5. Enables automatable alerts, dashboards, and analytics for optimizing lead management, ensuring continuous improvement.