Customer Relationship Management (CRM)Purpose
1.2. Automates collection of customer testimonials to build trust, improve product offerings, and leverage positive reviews for marketing.
1.3. Automator improves customer satisfaction through personalized automated outreach, encouraging repeat business and nurturing long-term relationships.
1.4. Enhancement of customer lifecycle management by using automation to reduce manual CRM tasks and increase engagement rates after sales.
Trigger Conditions
2.2. Automation when a "purchase complete" event is marked in the ERP, POS, or eCommerce backend.
2.3. Automator initiates upon updating CRM with new sales and customer contact details.
Platform Variants
• Feature/Setting: Automate SMS by configuring Programmable Messaging API; trigger SMS with custom template (POST to /Messages with dynamic content).
3.2. SendGrid
• Feature/Setting: Automate transactional email using SendGrid Marketing Campaigns API; send "Review Request" email (API call to /mail/send).
3.3. Mailchimp
• Feature/Setting: Automation via Customer Journeys; trigger post-purchase journeys with Review Request thread (Event-based triggers).
3.4. HubSpot
• Feature/Setting: Automate follow-ups with Workflows tool; use “Order Completed” trigger and send timed follow-up emails.
3.5. Klaviyo
• Feature/Setting: Automate flows for post-purchase in Flow Builder; set trigger on “Placed Order” event, send review automation.
3.6. ActiveCampaign
• Feature/Setting: Automation configured by “Purchase Made” trigger; send sequence of review request and feedback collection emails.
3.7. Zoho CRM
• Feature/Setting: Automator uses Workflow Rules to send automated email or SMS when Deals are closed/won.
3.8. Salesforce
• Feature/Setting: Automation via Process Builder; trigger email/SMS outreach after “Opportunity Closed/Won” status.
3.9. Shopify
• Feature/Setting: Automation using Shopify Flow or webhook; trigger external HTTP call or app to automate post-order follow-up.
3.10. WooCommerce
• Feature/Setting: Automate with WooCommerce Follow-Ups or automatable REST API to dispatch review requests based on order_status completed.
3.11. Orderhive
• Feature/Setting: Workflow automator triggers email or SMS on order fulfillment (useful for wholesaler ERPs).
3.12. Intercom
• Feature/Setting: Automated message series post-purchase via Series tool; use automation triggers linked to event “Order Processed”.
3.13. Pipedrive
• Feature/Setting: Automate activity and reminders via Workflow Automation; send automatic review request email after deal closure.
3.14. Zendesk
• Feature/Setting: Automate follow-up ticket creation or satisfaction survey email post-sale via Triggers and automatable Webhooks.
3.15. Gorgias
• Feature/Setting: Automation rules to send post-purchase email/SMS or auto-create follow-up tickets for feedback.
3.16. SMSGlobal
• Feature/Setting: Automate SMS review requests by scheduling via HTTP API (POST to /sms/send) on order completed event.
3.17. Freshdesk
• Feature/Setting: Automator uses Dispatch’r rules for follow-up ticket/message after order delivery.
3.18. WhatsApp Business API
• Feature/Setting: Automate templated message flow (POST to /messages); send personalized review request over WhatsApp on delivery event.
3.19. Facebook Messenger API
• Feature/Setting: Automation of post-purchase follow-up using Send API; schedule messages post-transaction.
3.20. Google Forms + Gmail
• Feature/Setting: Automate sending review request email with Google Form link using Apps Script Trigger (on order received in spreadsheet).
Benefits
4.2. Ensures timely, consistent, and personalized automated communication, improving review rates and NPS.
4.3. Automation boosts operational efficiency, staff focus, and overall CRM performance.
4.4. Automated feedback collection provides actionable insights for product and service enhancements.
4.5. Automatedly nurtures post-sale relationships, leading to repeat wholesale orders and higher LTV.