Customer satisfaction survey automation

Purpose

 1.1. Collect post-purchase feedback from distributors, clients, or installers of aluminum frames.
 1.2. Monitor ongoing satisfaction with product quality, delivery timeliness, and support responsiveness.
 1.3. Enable continuous improvement in product offerings, logistics, and customer relationship processes.
 1.4. Identify at-risk wholesale B2B partners for retention effort.
 1.5. Streamline survey campaign execution and longitudinal data tracking for Marketing and Relationship Management teams.

Trigger Conditions

 2.1. Automated survey send after order delivery is marked as completed in ERP or CRM.
 2.2. Trigger survey on project completion milestones logged in project management tools.
 2.3. Time-based trigger, e.g., 14 days after first invoice for new wholesale partners.
 2.4. Custom event-based, such as after a customer support case closure.

Platform Variants

 3.1. Twilio SMS
  • API: Messages endpoint — automate survey invitation via SMS on delivery event trigger.
 3.2. SendGrid
  • Feature: Transactional Email API — configure email templates for survey invites with dynamic fields.
 3.3. SurveyMonkey
  • API: Create Collector — automate sending unique survey links per recipient.
 3.4. Google Forms
  • Function: Auto-generate prefilled links using Apps Script for personalization.
 3.5. Typeform
  • API: Responses endpoint — fetch and analyze survey submissions programmatically.
 3.6. Salesforce
  • Process Builder/Flow: Trigger automated email survey on opportunity closed/won.
 3.7. HubSpot
  • Workflow Automation: “Customer Feedback Survey” workflow on deal stage change.
 3.8. Mailchimp
  • Campaign Automation: Trigger post-purchase follow-up with embedded survey form.
 3.9. Zoho CRM
  • Blueprint: “Send Survey” custom action on deal completion stage.
 3.10. Airtable
  • Automations: On record update, send survey invite via integrated email/SMS service.
 3.11. Microsoft Power Automate
  • Prebuilt templates: Automated survey send after SharePoint or Dynamics 365 updates.
 3.12. Slack
  • Workflow Builder: Send direct messages to internal staff post-customer interaction for internal CSAT.
 3.13. WhatsApp Business API
  • Message Templates: Automate survey request post-transaction via WhatsApp message.
 3.14. Freshdesk
  • Automations: Trigger survey email after ticket closure in support desk.
 3.15. Intercom
  • Series Automation: Trigger survey after customer conversation resolved.
 3.16. Pipedrive
  • Workflow Automation: Automatic survey link send on deal closure.
 3.17. ActiveCampaign
  • Automation: Trigger survey outreach based on customer journey or stage.
 3.18. Heymarket SMS
  • Campaigns: Send bulk survey requests using tags and dynamic field population.
 3.19. Qualtrics
  • API: Triggered survey distribution via Transactional Survey API.
 3.20. Shopify
  • Flow: Send survey post-fulfillment for B2B order channels.
 3.21. Mailjet
  • API: Send transactional survey invitation emails with custom variables on delivery.

Benefits

 4.1. Increases response rate via multi-channel outreach tailored to business contacts.
 4.2. Unified feedback allows rapid issue identification and risk mitigation for key wholesale accounts.
 4.3. Reduces manual follow-up and improves marketing and relationship management productivity.
 4.4. Enables longitudinal customer sentiment analysis to guide product development and service enhancements.