Property Listing & MarketingPurpose
1.2. Automate outreach and response capture to ensure high response rates and actionable insights.
1.3. Route feedback to appropriate teams and update CRM or analytics platforms for continuous process improvement.
Trigger Conditions
2.2. Elapsed time (e.g., 2 hours) after scheduled end.
2.3. Viewing agent manually triggers follow-up.
Platform variants
• Feature/Setting: Use Twilio Programmable Messaging API. Configure SMS template with personalized variables; trigger upon appointment status change.
3.2. SendGrid
• Feature/Setting: Use SendGrid Email API; configure dynamic transactional templates to email feedback forms post-viewing.
3.3. Mailchimp
• Feature/Setting: Use Automated Email Journeys; configure “event-based automation” to send customized feedback surveys.
3.4. Typeform
• Feature/Setting: Generate secure, prefilled survey links via Create API; embed responder and property info via hidden fields.
3.5. Google Forms
• Feature/Setting: Prefill form fields with viewer/property details via URL parameters; deliver prefilled link automatically.
3.6. Slack
• Feature/Setting: Use Slack Incoming Webhooks API; post feedback notification to designated property channel.
3.7. Salesforce
• Feature/Setting: Use Process Builder or Flow to update objects with feedback responses tied to contacts or opportunities.
3.8. HubSpot
• Feature/Setting: Configure Workflow Automation to create tasks/notes with incoming feedback; trigger nurture sequences.
3.9. Monday.com
• Feature/Setting: Integrate via API to update pulse/item status when feedback is received; notify relevant users.
3.10. Airtable
• Feature/Setting: Use Airtable Automations to add new feedback records; link to property and viewer tables automatically.
3.11. Zoho CRM
• Feature/Setting: Set Workflow Rules to create feedback tasks and associate survey results with properties or contacts.
3.12. Google Sheets
• Feature/Setting: Use Google Forms linked to Sheets; append new feedback rows; configure Google Apps Script trigger for notifications.
3.13. Microsoft Outlook
• Feature/Setting: Use Outlook Actionable Messages (adaptive card) to request instant feedback; phase in via Flow/Power Automate.
3.14. SurveyMonkey
• Feature/Setting: Create Collector via API tied to CRM record; distribute unique links through preferred channel post-viewing.
3.15. Intercom
• Feature/Setting: Send in-app feedback chat/request based on event or tag (e.g., 'completed viewing').
3.16. WhatsApp Business API
• Feature/Setting: Use template message with feedback link; schedule via automation when viewing is marked as done.
3.17. Calendly
• Feature/Setting: Trigger automated follow-up email after event is finished; embed direct feedback link in message.
3.18. PocketSurvey
• Feature/Setting: Auto-send mobile feedback forms using Appointment Completed API event.
3.19. Zoho Survey
• Feature/Setting: Integrate survey links to CRM workflows; auto-dispatch via email/SMS with respondent details.
3.20. Mailjet
• Feature/Setting: Use Transactional Email API; configure event-triggered template to deliver feedback forms.
3.21. Pipedrive
• Feature/Setting: Automate creation of new activities or notes on deal records when survey is completed.
3.22. SMSGlobal
• Feature/Setting: Use SMS Delivery API with templated post-viewing messages containing survey URL.
Benefits
4.2. Allows actionable insights for continuous property and agent improvement.
4.3. Reduces manual effort and administrative follow-ups.
4.4. Improves customer experience, leading to better word-of-mouth and higher retention.
4.5. Guarantees all feedback is captured and linked to correct property and contact records for easy analysis.
4.6. Integrates seamlessly with existing marketing, CRM, and agent notification systems.