Sales & Customer ManagementPurpose
1.2. Automates delivery of post-sale surveys via email, SMS, or messaging apps, increasing survey completeness rate.
1.3. Enables automated collection, analysis, and reporting of customer satisfaction scores, supporting data-driven improvement in sales and support workflows.
1.4. Automates notifications for negative feedback, allowing swift remedial action by customer service or management teams.
1.5. Reduces manual effort, automates follow-ups, and integrates satisfaction metrics into CRM or reporting tools for a full customer lifecycle view.
Trigger Conditions
2.2. Automates survey dispatch after service/installation ticket marked "Closed" in support software.
2.3. Scheduled automated reminders (e.g., 48-72 hours post-purchase) if no survey response is logged.
Platform Variants
3.1. Twilio
- Feature/Setting: Use Twilio SMS API to automate sending SMS surveys on transaction completion; configure Message Service and webhook for event triggers.
3.2. SendGrid
- Feature/Setting: Use SendGrid Mail Send API; automate sending customized email survey with dynamic fields populated from CRM upon sale completion.
3.3. Typeform
- Feature/Setting: Automatically generate user-unique survey links via Typeform API; webhook returns completed responses for automated reporting.
3.4. SurveyMonkey
- Feature/Setting: Automate survey distribution using SurveyMonkey’s Send Survey API; automate pulling response data via Webhooks.
3.5. Google Forms
- Feature/Setting: Automate email delivery of form link using Gmail API or Google Workspace triggers.
3.6. HubSpot
- Feature/Setting: Use Workflows automation to trigger survey email after deal moves to "Closed Won".
3.7. Salesforce
- Feature/Setting: Automate survey dispatch via Salesforce Surveys app and Flow Builder tied to Opportunity closure.
3.8. Mailchimp
- Feature/Setting: Automate surveys through Customer Journey Builder with tags for post-sale events.
3.9. Zendesk
- Feature/Setting: Automate ticket-based survey via Zendesk Triggers sending customer satisfaction emails.
3.10. ActiveCampaign
- Feature/Setting: Automate post-purchase survey drip using Automation Builder; link surveys to sales pipeline status.
3.11. Zoho CRM
- Feature/Setting: Automated survey workflow triggered by post-purchase field update; survey mail merge using Zoho Survey.
3.12. Intercom
- Feature/Setting: Automate in-app survey message via Intercom’s post-event Message Triggers.
3.13. Freshdesk
- Feature/Setting: Automate after-ticket survey emails using Freshdesk Automations.
3.14. Microsoft Power Automate
- Feature/Setting: Configure Flow to watch for closed sales; automate Microsoft Forms survey dispatch via Outlook.
3.15. Slack
- Feature/Setting: Automate posting survey link in customer channel using Slack API Bot and event monitoring.
3.16. WhatsApp Business API
- Feature/Setting: Automate survey prompt via WhatsApp template message, sent when sale status updates to "completed".
3.17. Shopify
- Feature/Setting: Use Flow app automation to trigger survey via email or SMS after order fulfillment.
3.18. Klaviyo
- Feature/Setting: Automate survey campaign after purchase event; segment audiences for follow-up.
3.19. Constant Contact
- Feature/Setting: Use EventSpot triggered email automation post-transaction.
3.20. Monday.com
- Feature/Setting: Automate survey assignation and send as item transitions to "Completed Sale" status column.
Benefits
4.2. Reduces manual intervention, streamlining customer service follow-up and automating negative feedback escalation.
4.3. Centralizes satisfaction data, automating reporting for continuous service improvement.
4.4. Improves brand reputation through proactive, automated customer touchpoints.
4.5. Automates insight-driven decisions for product, training, or support improvements—building long-term value.