Feedback survey dispatch after each completed transaction

Purpose

 1.1. Automate the dispatch of feedback surveys after each chemical export transaction to gather client insights, improve service, and meet compliance requirements.
 1.2. Automating communication ensures every client receives a consistent, timely feedback request, enhancing engagement and supporting quality control.
 1.3. Build a loop that automates survey circulation post-sale for response tracking, trend analysis, and service enhancements.
 1.4. Integrate survey dispatch automation with CRM and ERP systems for seamless, real-time follow-ups, minimizing manual work and forgotten feedback opportunities.
 1.5. Enable scalable marketing & communication processes, leveraging automated reminders and escalation where responses are not received within set SLAs.

Trigger Conditions

 2.1. Trigger automation upon “transaction completion” event in ERP, CRM, or sales management system.
 2.2. Optional sub-triggers: invoice issuance, goods dispatched status, export documentation finalized.
 2.3. Trigger may also depend on payment received or confirmed delivery status.
 2.4. Automatable via webhook, scheduled poll, or API event listener integration.

Platform Variants

 3.1. Twilio
  • Feature/Setting: Automate survey link SMS; use Twilio Programmable SMS API; configure event-driven message sending with transaction data merge.
 3.2. SendGrid
  • Feature/Setting: Automated email campaign; setup SendGrid Marketing Campaign API; use dynamic templates with personalized survey links.
 3.3. SurveyMonkey
  • Feature/Setting: Automate survey invitation email via SurveyMonkey API (Create Collector); integrate automated survey link dispatch with customer details.
 3.4. Mailchimp
  • Feature/Setting: Automate workflow for survey distribution; trigger campaign automation flow using Mailchimp API automator post-transaction.
 3.5. Gmail
  • Feature/Setting: Automate email via Gmail API; set up automated template email with survey and delivery triggered by Google Apps Script or via webhook.
 3.6. Zapier
  • Feature/Setting: Automate feedback survey workflow using Zapier “Webhooks” to trigger “Email” or “SMS” actions across platforms.
 3.7. Microsoft Power Automate
  • Feature/Setting: Automate transactional survey dispatch flow; configure with Excel/Outlook or Dynamics trigger and Microsoft Forms API integration.
 3.8. Google Forms
  • Feature/Setting: Automate Google Form link sending by Apps Script automation on Google Sheets update, post-sale entry.
 3.9. Salesforce
  • Feature/Setting: Automate survey tasks on record close; Workflow Rule/Process Builder triggers survey invitation; use Salesforce Survey API for direct send.
 3.10. HubSpot
  • Feature/Setting: Automate survey emails via Workflow Automations; trigger post-deal closure to send feedback through HubSpot Email API.
 3.11. WhatsApp Business API
  • Feature/Setting: Automate survey message post-transaction; configure WhatsApp Cloud API to send survey link using dynamic templates.
 3.12. Constant Contact
  • Feature/Setting: Automate email follow-up using Contact Triggered Email API post-export transaction.
 3.13. Typeform
  • Feature/Setting: Automate survey invitations using Typeform’s webhook-enabled forms; integrate POST request from CRM after transaction.
 3.14. ActiveCampaign
  • Feature/Setting: Automate survey campaigns; configure automation pipeline with deal-closed trigger, sending survey via ActiveCampaign API.
 3.15. Intercom
  • Feature/Setting: Automated in-app or email survey via Intercom’s API, triggered on user event "export completed."
 3.16. Pipedrive
  • Feature/Setting: Automate feedback request via Pipedrive Workflow Automation on deal stage “Won”; send survey link with custom field merge.
 3.17. Slack
  • Feature/Setting: Automate survey reminders for internal staff to send or review via Slack API on transaction closed event.
 3.18. Shopify
  • Feature/Setting: Automate survey dispatch post-order fulfilled via Shopify Flow or API with email/WhatsApp integration.
 3.19. Klaviyo
  • Feature/Setting: Automate post-purchase survey email flow using Klaviyo’s event-based automation, connecting e-commerce order completion.
 3.20. Freshdesk
  • Feature/Setting: Automate ticket closure triggers survey dispatch with Freshdesk API for customer insights automation.

Benefits

 4.1. Automates repetitive follow-up tasks, saving time and reducing manual effort.
 4.2. Elevates customer engagement by automating the survey experience and response tracking.
 4.3. Enables scalable automation for high transaction volumes, typical in chemical exporting.
 4.4. Supports compliance with export quality systems via automated, auditable feedback records.
 4.5. Integrates automatedly with CRM/ERP for holistic transaction and communication automation.
 4.6. Optimizes marketing & communication by automating feedback response analytics and reporting.