Marketing & Community EngagementPurpose
1.2. Automates the collection of satisfaction data, testimonials, and improvement suggestions.
1.3. Enables ongoing engagement, builds trust, and uncovers actionable insights through systematic and repeated feedback collection.
1.4. Helps automate compliance with regulatory feedback requirements where applicable.
1.5. Facilitates automated sentiment analysis, rapid team notifications, and automated escalation if negative feedback arises.
Trigger Conditions
2.2. Automated survey send after a set number of days from invoice or purchase date.
2.3. Manual/automated CRM tag addition: “Ready for survey”.
2.4. Automated webhook upon workflow completion (e.g., service fulfillment).
2.5. Anniversary or milestone dates for follow-up surveys.
Platform Variants
• Feature/Setting: Automates SMS survey dispatch using programmable messaging, API: v2010 → Messages.create({to:, from:, body:})
3.2. SendGrid
• Feature/Setting: Automates email surveys via v3 Mail Send API, customizable dynamic templates for survey links.
3.3. SurveyMonkey
• Feature/Setting: Automates survey creation/distribution via SurveyMonkey REST API’s /surveys/{id}/collectors.
3.4. Google Forms
• Feature/Setting: Automates survey link generation, Form Responses submitted via Google Forms API.
3.5. Typeform
• Feature/Setting: Automates personalized survey send, API: forms/{form_id}/responses for results automation.
3.6. Jotform
• Feature/Setting: Automates survey forms and webhook response collection, API: /user/forms.
3.7. Qualtrics
• Feature/Setting: Create automated survey distributions, API: /responseexports and /distributions for sending.
3.8. Mailchimp
• Feature/Setting: Automated campaign for survey invitation, API: POST /campaigns & /actions/send.
3.9. Facebook Messenger
• Feature/Setting: Automates survey invitations via Messenger Platform API: /me/messages.
3.10. WhatsApp Business API
• Feature/Setting: Automates interactive survey message templates, POST /messages.
3.11. Zapier
• Feature/Setting: Automates cross-platform triggers: new survey response → automated CRM update or task creation.
3.12. Slack
• Feature/Setting: Automates direct message surveys via chat.postMessage & triggers to notify teams.
3.13. Salesforce
• Feature/Setting: Automates survey workflow via Process Builder, triggers from Case/Opportunity closure.
3.14. HubSpot
• Feature/Setting: Automates feedback survey via Workflow automations and Feedback Surveys API.
3.15. ActiveCampaign
• Feature/Setting: Automates timed email survey send via Automations → Send Email (survey link).
3.16. Zoho CRM
• Feature/Setting: Automates survey linking/dispatch via Zoho CRM Campaigns API, workflow rules.
3.17. Pipedrive
• Feature/Setting: Automates survey after deal closure using webhook automation and Activities API.
3.18. Microsoft Teams
• Feature/Setting: Automates adaptive card survey delivery via bot framework, triggers via Graph API.
3.19. Airtable
• Feature/Setting: Automates record update/create for survey tracking, API: PATCH /v0/{baseId}/{tableName}.
3.20. Webex
• Feature/Setting: Automates survey invitation via messages API, triggers post-event.
3.21. Monday.com
• Feature/Setting: Automates integration recipes: ‘When status changes to done, send survey via email’.
3.22. Intercom
• Feature/Setting: Automates in-app or email survey triggers, Conversation API for follow-up.
Benefits
4.2. Enables rapid, automated responses to family feedback.
4.3. Systematically gathers sentiment and improvement opportunities via proactive automation.
4.4. Increases feedback rates by automating multi-channel outreach (SMS, email, chat).
4.5. Automates compliance and satisfaction benchmarks for service quality.
4.6. Enhances reputation by automating testimonial collection and review requests.
4.7. Streamlines staff coordination by automating negative feedback escalation.
4.8. Provides automated analytics and dashboards for management insights.