Project & Job ManagementPurpose
1.2. Automatedly send feedback requests upon project completion, categorize responses, trigger alerts for low ratings, and sync feedback into CRM, ensuring systematic client experience improvement and reducing manual follow-up.
1.3. Facilitate automated tracking, audit, and compliance with industry feedback standards by integrating with job management workflows.
Trigger Conditions
2.2. Invoice marked as “Paid” in accounting platform.
2.3. Manual trigger by project manager through a dashboard.
2.4. Triggered by specific project milestones or status changes in project management software.
Platform variants
• Feature/Setting: Automates SMS dispatch of feedback form links upon project completion via Twilio Messaging API. Sample Config: Configure “Messaging Services”, set API endpoint for SMS with project details placeholders.
3.2. SendGrid
• Feature/Setting: Sends automated feedback request emails with personalized templates using SendGrid “Mail Send” API post-project completion.
3.3. Google Forms
• Feature/Setting: Automate creation and sharing of Google Form links for feedback via Google Forms API and auto-collect submissions.
3.4. Typeform
• Feature/Setting: Automates feedback survey using Typeform “Create Response” API; triggers survey on job status update.
3.5. Mailchimp
• Feature/Setting: Automated email campaigns with feedback requests; configure “Automation” workflows for post-completion outreach.
3.6. HubSpot
• Feature/Setting: “Workflows” tool automates contact segmentation, triggers feedback email sequences, and logs responses in CRM.
3.7. Salesforce
• Feature/Setting: Automates survey email via Salesforce Surveys API, linked to project object status change.
3.8. Slack
• Feature/Setting: Automated notifications to staff channels when feedback is received using Slack Webhooks.
3.9. Monday.com
• Feature/Setting: “Automations” trigger feedback requests and data sync upon board status set to complete.
3.10. Zoho CRM
• Feature/Setting: Executes “Workflow Rules” for automatic feedback email dispatch upon deal closure.
3.11. SurveyMonkey
• Feature/Setting: Automates survey invitations via SurveyMonkey API triggered on project end.
3.12. Zendesk
• Feature/Setting: Automates ticket update or email via Zendesk API post-project for feedback collection.
3.13. Airtable
• Feature/Setting: “Automations” generate feedback form link and send email when project record is completed.
3.14. Freshdesk
• Feature/Setting: Automatedly sends feedback request / CSAT email post-ticket resolution using Freshdesk “Automation” rules.
3.15. Microsoft Power Automate
• Feature/Setting: Flow automates sending of feedback requests via Outlook or Teams based on project completion in Dynamics or Excel.
3.16. Trello
• Feature/Setting: Butler automation sends emails or triggers webhooks for feedback when a card is moved to “Done.”
3.17. QuickBooks Online
• Feature/Setting: Triggers feedback email via API when invoice is “Paid.”
3.18. ActiveCampaign
• Feature/Setting: Automates drip email for feedback request after project pipeline stage closes.
3.19. Calendly
• Feature/Setting: Automates follow-up meeting or feedback request email using Calendly Webhooks.
3.20. Klaviyo
• Feature/Setting: Automates feedback solicitation through post-completion flows using Klaviyo Triggered Flows.
3.21. Pipedrive
• Feature/Setting: Automates feedback email once deal is moved to “Won” using Pipedrive Automations.
3.22. Intercom
• Feature/Setting: Automated chat prompts or emails triggered post-project using Intercom Series automation.
Benefits
4.2. Automates integration of customer feedback into CRM and project management, creating actionable dashboards.
4.3. Reduces manual follow-up, freeing time for project managers through automating routine workflows.
4.4. Improves customer satisfaction with consistent, automated communication.
4.5. Automates escalation for negative feedback, enhancing responsiveness and risk management.
4.6. Ensures compliance and auditability by automatedly tracking and documenting all feedback requests and responses.