Support & Ticketing AutomationPurpose
1.2. Automatically collect actionable insights on service quality and customer satisfaction through feedback forms, surveys, or review prompts.
1.3. Automating feedback closing loops accelerates service improvement and strengthens relationships with cleaning industry clients.
1.4. Automation reduces manual follow-up, standardizedly streamlines workflows, enhances data collection, and incentivizes positive business reviews.
Trigger Conditions
2.2. Optional: Automate triggers by agent assignment, ticket duration milestone, or custom tags (e.g., “Resolved”).
2.3. Schedule automator to trigger feedback requests instantly or via time delay (e.g., 2 hours, 24 hours).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Messaging API to automate SMS; configure API to send templated feedback request after ticket closure event.
3.2. SendGrid
• Feature/Setting: Use Mail Send endpoint to automate feedback email dispatch; connect webhook from ticketing tool.
3.3. Zendesk
• Feature/Setting: Automate with Triggers; “Ticket is Closed” event to send satisfaction survey via native integration.
3.4. Freshdesk
• Feature/Setting: Automate Feedback Email rule; configure Scenario Automations for closed tickets.
3.5. HubSpot Service Hub
• Feature/Setting: Automate workflows; ticket closed event automates email survey via Service Workflows.
3.6. Salesforce Service Cloud
• Feature/Setting: Use Process Builder or Flows to automate post-case-closing survey dispatch.
3.7. Intercom
• Feature/Setting: Automate Custom Bots or Series to send “How did we do?” after conversation closure.
3.8. Zoho Desk
• Feature/Setting: Automate ticket closure blueprint to trigger survey via Zoho Survey integration.
3.9. Microsoft Power Automate
• Feature/Setting: Automates action flow on ticket closed trigger; sends survey via automated Outlook mail.
3.10. SurveyMonkey
• Feature/Setting: Integrate API to automatically send survey link through email, SMS, or CRM workflow.
3.11. Google Forms + Gmail
• Feature/Setting: Automate Gmail API trigger to send Google Form upon ticket closed event webhook.
3.12. Mailchimp
• Feature/Setting: Use Transactional Email API to automate customized feedback forms to customer post-closure.
3.13. Slack
• Feature/Setting: Use Slack API to automatedly DM feedback requests to team members for internal ticketing workflows.
3.14. Pipefy
• Feature/Setting: Automate feedback phase in ticket Pipe by automation rules when card is moved to “Closed.”
3.15. JIRA Service Management
• Feature/Setting: Automation Rule on issue transition to “Done/Closed” sends feedback form via email.
3.16. Typeform
• Feature/Setting: API connection automates dispatch of branded feedback forms via ticket closure trigger.
3.17. Klaviyo
• Feature/Setting: Automate post-purchase or service flow to send feedback request as soon as ticket closes.
3.18. ActiveCampaign
• Feature/Setting: Automate Closed Ticket trigger to start a feedback collection campaign.
3.19. Crisp
• Feature/Setting: Automate closure event to dispatch feedback survey via email or in-app message through API.
3.20. Smartsheet
• Feature/Setting: Automate workflow rules to distribute feedback forms after marked ticket resolution.
3.21. ServiceNow
• Feature/Setting: Automate workflow to send surveys upon incident state set to closed.
3.22. Monday.com
• Feature/Setting: Automate workflow to trigger feedback form/email when status column set to “Closed.”
3.23. Asana
• Feature/Setting: Automate task completion event to generate feedback request via email or integration.
Benefits
4.2. Identifies and automates prompt reaction to service issues for continuous improvement.
4.3. Provides actionable data for process automators focused on retention and upselling.
4.4. Ensures standardized, automatable communication timing post-resolution.
4.5. Enhances wholesale supplier reputation via timely, automated review requests.
4.6. Automates reporting for faster management review of customer sentiment.
4.7. Reduces human error and oversight through systematic automation.