Send customer satisfaction surveys after vehicle delivery

Purpose

1.1. Automate sending customer satisfaction surveys immediately after vehicle delivery to collect real-time feedback.
1.2. Enables automated detection of customer satisfaction trends across all BMW sales and contract transactions.
1.3. Assures ongoing monitoring to improve service quality, retention, and automated compliance with dealership feedback mandates.

Trigger Conditions

2.1. Automatedly triggers upon completion of vehicle delivery marked in CRM or DMS.
2.2. Triggers when a specific “vehicle delivered” event or status is logged in ERP or POS.
2.3. Automates initiation if contract processing is marked as “closed/signed” by sales team.

Platform Variants

3.1. Twilio (Programmable SMS API)
- Feature/Setting: Automate configured to send personalized SMS upon delivery-trigger webhook.
- Sample: POST /Messages with survey link and customer name.
3.2. SendGrid (Mail Send API)
- Feature/Setting: Automates transactional email delivery with a survey email template.
- Sample: POST /mail/send with dynamic fields populated.
3.3. HubSpot (Workflows + Survey Tool)
- Feature/Setting: CRM event-based workflow automates survey send.
- Sample: Workflow "Deal Stage = Vehicle Delivered" triggers email survey.
3.4. Salesforce (Process Builder + Surveys)
- Feature/Setting: Automate survey flow sent on Opportunity stage change.
- Sample: Process "Closed Won" triggers Survey Invitation Flow.
3.5. Google Forms (Forms API + Gmail)
- Feature/Setting: Automation to send unique survey links via Gmail API.
- Sample: Scripted trigger in Apps Script on delivery completion.
3.6. Zoho CRM (Workflow Rules + Zoho Survey Integration)
- Feature/Setting: Automatable survey workflow with customer delivery event.
- Sample: Workflow Rule triggers Zoho Survey API send.
3.7. SurveyMonkey (Send Survey API)
- Feature/Setting: Automator fires sending survey via API call when delivery event occurs.
- Sample: surveys/{survey_id}/collectors/{collector_id}/responses
3.8. Typeform (Responses API + Email Integration)
- Feature/Setting: Automated Typeform request via email integration.
- Sample: email sends with embedded Typeform link on delivery.
3.9. Microsoft Dynamics 365 (Power Automate + Customer Voice)
- Feature/Setting: Automated flow triggers Customer Voice survey on status change.
- Sample: Power Automate “When record updated” triggers survey send.
3.10. Freshdesk (Automations + Feedback Widget)
- Feature/Setting: Automates feedback request upon ticket closure tagged “vehicle delivery.”
- Sample: Closure automation triggers feedback widget email.
3.11. ActiveCampaign (Automation Builder)
- Feature/Setting: Post-purchase automation sends survey after custom delivery tag.
- Sample: Automation “tag added: delivered” triggers email with survey.
3.12. Mailchimp (Transactional API)
- Feature/Setting: Automates sending survey emails from custom event triggers.
- Sample: triggers with delivery event via Transactional API.
3.13. Intercom (Event-based messaging)
- Feature/Setting: Automated survey chat sent post-delivery event.
- Sample: In-app message triggers on “delivered” attribute.
3.14. Slack (Webhooks + Workflow Builder)
- Feature/Setting: Automated Slack notification to send survey link when delivery event occurs.
- Sample: Workflow triggers Slack webhook post-delivery.
3.15. WhatsApp Business API
- Feature/Setting: Automated survey message sent via WhatsApp after vehicle delivery.
- Sample: POST to /messages endpoint with template/message.
3.16. Pipedrive (Workflow Automation + Email integration)
- Feature/Setting: Automates email with survey upon deal status “car delivered.”
- Sample: Deal change trigger automates email integration.
3.17. Zendesk (Trigger + Survey app)
- Feature/Setting: Automated survey sent after ticket marked as “vehicle delivered.”
- Sample: Trigger “vehicle delivery” sends survey app email.
3.18. SAP (Workflow Management + Qualtrics Integration)
- Feature/Setting: Automated Qualtrics survey triggered post delivery via SAP workflow.
- Sample: Workflow event sends Qualtrics API request.
3.19. Oracle CX (Process Cloud + Survey)
- Feature/Setting: Automates post-delivery survey via process cloud event.
- Sample: Survey action on “delivery complete” process instance.
3.20. Monday.com (Automations + Forms)
- Feature/Setting: Automated survey form sent after item moves to “delivered.”
- Sample: Board automation triggers form email.

Benefits

4.1. Automates post-sale customer engagement, ensuring timely and consistent feedback.
4.2. Enables scalable monitoring of satisfaction automating reporting for management.
4.3. Reduces manual follow-up, freeing staff for higher-value tasks via business automation.
4.4. Improves data quality and response rates by integrating survey automator directly with delivery events.
4.5. Automatedly identifies unsatisfied customers allowing rapid issue resolution in the sales process.