Customer Relationship ManagementPurpose
1.2. Create continuous automated feedback loops to enhance service quality and adapt offerings in the metal supplier sector.
1.3. Automate capturing of data for quality assurance, sales monitoring, and customer relationship improvement.
Trigger Conditions
2.2. Automator triggers when shipping confirmation or delivery status is updated.
2.3. Automation initiates upon project closeout or client sign-off on delivery documents.
2.4. Automate using a webhook or scheduled workflow checking status fields in sales/order systems.
Platform Variants
• Feature/Setting: Use Programmable SMS API to automate SMS survey links; configure messaging service SID and survey URL parameter.
3.2. SendGrid
• Feature/Setting: Mail Send API automates personalized survey email; set up dynamic templates using transaction data fields.
3.3. Mailchimp
• Feature/Setting: Automate survey campaign using Journey Builder; link trigger to CRM event via API.
3.4. SurveyMonkey
• Feature/Setting: Webhook integration to survey distribution API; include client ID for transaction matching.
3.5. Google Forms
• Feature/Setting: Automate Google Forms URL generation; use Apps Script API to distribute via email/Slack upon trigger.
3.6. Typeform
• Feature/Setting: Webhooks APIs automate survey link creation and dispatch directly to customer email addresses.
3.7. HubSpot
• Feature/Setting: Workflow automation triggers “Customer Feedback Survey” emails through Feedback Surveys API.
3.8. Salesforce
• Feature/Setting: Automated Process Builder/Flow to send survey emails using Salesforce Survey API post Opportunity stage “Closed Won”.
3.9. Zoho CRM
• Feature/Setting: Automator uses Zoho Survey trigger; connect with CRM via webhook automation on deal closure.
3.10. Microsoft Power Automate
• Feature/Setting: Automating survey email/SMS using Power Automate Flow, connecting Dynamics 365 with Microsoft Forms.
3.11. ActiveCampaign
• Feature/Setting: Automated campaign workflow sends survey post-purchase via its API/automation builder tools.
3.12. Pipedrive
• Feature/Setting: Automate workflow using Webhooks and Zapier to dispatch Google or Typeform surveys.
3.13. Intercom
• Feature/Setting: Automated message sequences; Insert dynamic survey links triggered on ticket/order resolution.
3.14. Slack
• Feature/Setting: Use Slack Bots API for automated posting of survey reminders to internal teams for selective client follow-up.
3.15. Freshdesk
• Feature/Setting: Customer satisfaction automation with CSAT API for post-ticket-close survey distribution.
3.16. Shopify
• Feature/Setting: Automator uses Shopify Flow to send survey links via Email/SMS app integrations after order fulfillment.
3.17. WooCommerce
• Feature/Setting: Automate post-purchase email via REST API/AutomateWoo plugin for triggered survey request.
3.18. Klaviyo
• Feature/Setting: Automated flows send custom survey links after transaction via event-based triggers.
3.19. Mailjet
• Feature/Setting: Automation via Transactional API sends emails with survey content using invoice data.
3.20. Zendesk
• Feature/Setting: Automated ticket closure sends survey using Zendesk Satisfaction Ratings API.
3.21. Bitrix24
• Feature/Setting: Automate CRM workflow triggers survey email using business process automation robots.
3.22. Airtable
• Feature/Setting: Automator triggers survey email via Airtable Automations when records move to “Completed” status.
3.23. Monday.com
• Feature/Setting: Automated notification or integration automates survey distribution on status change using Work OS automation features.
Benefits
4.2. Automating feedback capture speeds up service quality enhancement cycles.
4.3. Automatedly gathers actionable data in real-time for management review.
4.4. Automation ensures consistency, reduces human error, and standardizes client feedback collection.
4.5. Automate responses to trigger follow-up actions, renewals, or interventions based on satisfaction scores.
4.6. Automating client survey delivery boosts overall customer relationship management and supports scalable growth.