Event-triggered survey distribution post-transaction

Purpose

1.1. Collect post-transaction feedback to assess client satisfaction, improve sales and service, and inform marketing/follow-up strategies.
1.2. Automate survey distribution instantly after completed aircraft sales or brokerage deals.
1.3. Enable real-time insights into customer experience, team performance, and upselling opportunities.
1.4. Centralize survey responses for compliance, reporting, and service personalization.

Trigger Conditions

2.1. Completion of a sale entered into Salesforce, HubSpot, or custom CRM.
2.2. Status change in deal pipeline (e.g., "Closed Won" in Pipedrive).
2.3. Payment confirmation via Stripe/PayPal API.
2.4. Digital contract signed (via DocuSign/Adobe Sign webhook).
2.5. Manual trigger from back-office or sales operations dashboard.

Platform Variants

3.1. Salesforce
• Feature: Process Builder or Flow to trigger survey API (e.g., create outbound message to survey tool).
3.2. HubSpot
• Feature: Workflow automation; trigger webhook to Google Forms or Typeform API.
3.3. Pipedrive
• Feature: Deal stage trigger; configure outgoing webhook to survey platform.
3.4. Zoho CRM
• Function: Workflow Rules to send HTTP request on deal closure event.
3.5. Microsoft Dynamics 365
• Feature: Power Automate flow for "Opportunity Closed" to email survey via Microsoft Forms API.
3.6. Twilio SMS
• API: Programmable Messaging — send POST request with client phone and survey link on event trigger.
3.7. SendGrid
• Feature: Dynamic template email triggered by API integration to include client/purchase info and survey link.
3.8. Mailchimp
• Feature: Transactional Email API; trigger automated survey emails upon tagged contact status update.
3.9. Google Forms
• Setting: Auto-generate form link; distribute via integrated outbound email/SMS tool.
3.10. Typeform
• API: Create form, use Webhooks to trigger personalized responses collection.
3.11. SurveyMonkey
• API: Use Create Collector endpoint, generate link; distribute post-transaction via integration.
3.12. Airtable
• Automation: Trigger record update or new record in ‘Transactions’ table to initiate outbound survey link email.
3.13. Slack
• App: Workflow Builder, trigger survey link message on relevant closed deal update.
3.14. Google Sheets
• Script: On new row (deal closed), Apps Script sends survey email via Gmail API.
3.15. Zapier
• Automation: Multi-step Zap; trigger from CRM event to push survey via email/SMS.
3.16. Outlook 365
• Flow: Automated email template with survey link sent on CRM event using Power Automate.
3.17. Intercom
• Automation: Audience trigger sends in-app survey message to relevant customer segment.
3.18. WhatsApp Business API
• Feature: Send message template containing survey URL post-purchase.
3.19. Klaviyo
• Flow: Customer completes purchase, trigger survey email via event-based flow.
3.20. DocuSign
• Connect: Envelope complete event to webhook, trigger survey delivery.
3.21. Adobe Sign
• API: Agreement Signed webhook triggers outbound email/SMS survey.
3.22. Freshsales
• Workflow: Stage change triggers outgoing HTTP request to survey service.

Benefits

4.1. Immediate feedback collection maximizes response rates and actionable insights.
4.2. Reduces manual effort and speeds up follow-up cycles.
4.3. Ensures consistent communication workflow after each transaction.
4.4. Strengthens client relationship by showing proactive attention to experience.
4.5. Centralizes and automates data capture for reporting and service improvement.
4.6. Enables segmentation/customization of follow-up based on specific feedback.