Automated lost deal survey requests

Purpose

1. Automatically request feedback from customers after a sales opportunity is marked as “lost” in the CRM to understand reasons, improve service, and recover sales.

2. Capture insights on why deals were lost, categorize reasons, and empower continuous improvement.

3. Initiate customer engagement touchpoint at post-lost status to maintain brand perception and loyalty.

Trigger Conditions

1. Sales opportunity or quote is set to "Closed Lost" in CRM.

2. Deal status field or pipeline stage updates by sales personnel.

3. Loss reason field is filled or updated.

Platform Variants

1. Salesforce

• Feature: Process Builder/Flow; Trigger: Opportunity.Status=Closed Lost; Action: Send survey email via Salesforce Email Alerts API
  

2. HubSpot

• Feature: Workflow Automation; Trigger: Deal Stage=Closed Lost; Action: Trigger Feedback Survey via Marketing Email API
  

3. Microsoft Dynamics 365

• Feature: Power Automate; Trigger: Opportunity Status Reason=Lost; Action: HTTP Request to Feedback Survey API
  

4. Pipedrive

• Feature: Workflow Automation; Trigger: Stage Changed to Lost; Action: Send Mail via Email Integration API
  

5. Zoho CRM

• Feature: Blueprint; Trigger: Change in Deal Stage; Action: Webhook to Custom Survey Endpoint
  

6. Freshsales

• Feature: Workflow Automations; Trigger: Deal Lost; Action: Send Feedback Form via Email API
  

7. ActiveCampaign

• Feature: Automations; Trigger: Opportunity Updated; Action: Start Survey Email Automation
  

8. Mailchimp

• Feature: Customer Journey; Trigger: Contact Tag=Deal Lost; Action: Send Survey Campaign
  

9. SurveyMonkey

• Feature: API Integration; Send: Survey Email via /surveys/collectors endpoint after CRM status change
  

10. Typeform

• Feature: Webhooks; Trigger: API Call from CRM; Action: Invite to Survey via Email
  

11. Twilio SMS

• Feature: Messaging API; Trigger: POST /Messages with survey link to customer mobile
  

12. SendGrid

• Feature: Mail Send API; Trigger: Transactional Survey Email to contact
  

13. Slack

• Feature: Incoming Webhook; Trigger: Notify sales team in #lost-deal-feedback channel
  

14. Google Sheets

• Feature: API or App Script; Trigger: New Row for Lost Deal; Action: Mail Merge for Survey
  

15. Microsoft Teams

• Feature: Power Automate; Notify: Channel Notification on lost deal feedback needed
  

16. G Suite/Gmail

• Feature: Gmail API; Trigger: Auto Email via Apps Script when deal lost
  

17. Airtable

• Feature: Automations; Trigger: Status “Lost”; Action: Send Notification/Webhook
  

18. Monday.com

• Feature: Automations; Trigger: Status Change Column; Action: Send Survey Email
  

19. Intercom

• Feature: Webhooks; Trigger: Update Conversation; Action: Automated Survey Request
  

20. Zapier

• Feature: Multi-Step Automation; Trigger: CRM update; Action: Send Survey via preferred channel
  

21. Qualtrics

• Feature: API Event; Trigger: External Event “Deal Lost”; Action: Email Survey Distribution
  

22. Klaviyo

• Feature: Flows; Trigger: Segment “Lost Deals”; Action: Send Survey Campaign
  

23. Customer.io

• Feature: Campaign Trigger; Event: Status Lost; Action: Survey Email
  

Benefits

1. Captures immediate feedback, ensuring insights are timely and relevant.

2. Reduces manual workload for sales teams post-lost deal.

3. Provides structured and actionable reasons for deal loss.

4. Enhances future win rates through data-driven adjustments.

5. Improves customer experience by showing attentiveness and willingness to improve.

6. Creates a documented feedback loop for management reporting and strategy.