Customer Relationship Management & MarketingPurpose
1.2. Automating feedback increases the volume and reliability of data, enabling real-time insights and agile responses.
1.3. Streamlines the process, reducing manual work for staff and making customer engagement consistent and omnichannel.
Trigger Conditions
2.2. Triggered after customer support interaction resolutions.
2.3. Scheduled automation post-sales (e.g., 3 days after invoice sent).
2.4. Customer onboarding completed for first-time buyers.
2.5. Automated triggers upon subscription renewal or payment confirmation.
Platform Variants
• Feature/Setting: Automate sending SMS feedback requests using Programmable Messaging API; sample config: post-purchase thank you SMS with survey link.
3.2. SendGrid
• Feature/Setting: Automate email campaigns using Single Send API for surveys; schedule triggers after fulfillment events.
3.3. Mailchimp
• Feature/Setting: Automate survey campaigns using Customer Journey Builder with feedback collection form embedded.
3.4. SurveyMonkey
• Feature/Setting: Automate survey distribution and API-based response collection; auto-trigger via webhook.
3.5. Typeform
• Feature/Setting: Automator webhook triggers to send feedback forms based on conditions met in CRM or ERP.
3.6. Google Forms
• Feature/Setting: Automated email invitations via Apps Script; responses auto-collected to Sheets.
3.7. HubSpot
• Feature/Setting: Automate feedback email workflows via Marketing Automation Module post-deal closure.
3.8. Zendesk
• Feature/Setting: CSAT (Customer Satisfaction) automation sending surveys after every ticket is solved.
3.9. Intercom
• Feature/Setting: Automate post-chat feedback using Custom Bots configured on resolution.
3.10. Salesforce
• Feature/Setting: Automate feedback requests by Process Builder/Flow Builder post-transaction.
3.11. Slack
• Feature/Setting: Automate direct survey posting to customers in dedicated channels using Workflow Builder.
3.12. Freshdesk
• Feature/Setting: Feedback automation on ticket resolution using Feedback Widget and Automations tab.
3.13. WhatsApp Business API
• Feature/Setting: Automate sending personalized feedback requests using Message Templates.
3.14. Facebook Messenger API
• Feature/Setting: Automate survey distribution using Send API and Messenger Bot on order delivery status.
3.15. Microsoft Teams
• Feature/Setting: Automated posting or adaptive card-based feedback forms in chat after transactions.
3.16. ActiveCampaign
• Feature/Setting: Automate survey email sequences using Automations module on specific triggers.
3.17. Zoho CRM
• Feature/Setting: Automatic workflow rules to send survey emails after deals are closed.
3.18. G Suite (Google Workspace)
• Feature/Setting: Automate feedback invite via Gmail API, consolidate in Sheets, notify via Chat.
3.19. Pabbly Connect
• Feature/Setting: Automate feedback survey sending via multi-app workflow automation on new order events.
3.20. Airtable
• Feature/Setting: Automate feedback requests triggered from record updates using Automations and Form View.
3.21. Monday.com
• Feature/Setting: Automated feedback request pulse via Integration automator after project stages.
3.22. Shopify
• Feature/Setting: Automate post-purchase feedback email using Flow automation app connecting to review platforms.
3.23. Yotpo
• Feature/Setting: Automatedly collect and display reviews after order fulfillment using Review Request settings.
Benefits
4.2. Reduces manual entry, eliminating human error, and standardizing collection via automation.
4.3. Enables scalable, omnichannel feedback automation for wholesaler businesses.
4.4. Automated insights help identify trends and weak points quickly.
4.5. Provides a competitive edge by automating customer experience refinement.
4.6. Saves significant operational time via automation of routine communication.
4.7. Automated reminders boost engagement and authenticity of feedback.