Survey dispatch for client feedback post-job completion

Purpose

1.1. Automate the survey dispatch process for gathering client feedback post-job completion in the painting services industry for improved customer experience.
1.2. Ensures every completed job triggers a personalized feedback request, enabling automated, timely, and consistent collection of customer insights.
1.3. Automating feedback requests aids in evaluating service quality, identifying trends, automating satisfaction tracking, and rapidly responding to client issues, enhancing overall business reputation.

Trigger Conditions

2.1. Job status marked as “completed” or “closed” in project management or CRM system.
2.2. Invoice paid in financial tool triggers automation for survey dispatch.
2.3. Update in field service management platform signaling job finish.
2.4. Scheduled time delay (e.g., 24 hours after completion) to automate dispatch.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use API to automate SMS dispatch (Twilio Programmable SMS API /Messages).
• Sample Config: Configure “Send an SMS” step with customer’s mobile, message template, and survey link.

3.2. SendGrid
• Feature/Setting: Use Transactional Email API for automating the sending of HTML feedback emails.
• Sample Config: POST /mail/send with recipient email, job details, and feedback link.

3.3. Mailchimp
• Feature/Setting: Trigger an automation workflow via Campaigns endpoint and add clients to a feedback segment.
• Sample Config: POST /automations/feedback/emails/send.

3.4. HubSpot
• Feature/Setting: Workflow Automation – Create a workflow to send a survey email on ticket closure.
• Sample Config: “Enroll in Workflow” for closed deals, action: Send Survey Email.

3.5. Zapier
• Feature/Setting: Automate app connections – “Job complete” in Painter CRM triggers Email/SMS via connected services.
• Sample Config: Zap trigger with “Job Completed”, action: Send Email/SMS via Gmail/Twilio.

3.6. Google Forms
• Feature/Setting: Pre-filled form link automatedly inserted in outbound messages via API.
• Sample Config: Generate form link; embed in mail body via automation platform.

3.7. SurveyMonkey
• Feature/Setting: Use Create Collector API to automate survey delivery.
• Sample Config: POST /collectors to send survey link directly to client.

3.8. Typeform
• Feature/Setting: Generate unique survey links and automate dispatch via Typeform API.
• Sample Config: POST /responses; mail response link.

3.9. Salesforce
• Feature/Setting: Process Builder/Flows to automate sending post-completion emails via Salesforce Email Services.
• Sample Config: Flow triggers when Opportunity Stage = Closed Won; action: send feedback email.

3.10. Microsoft Power Automate
• Feature/Setting: Automated Flow – On job completion, send a feedback form link using Mail or SMS connector.
• Sample Config: Trigger on SharePoint update; use Office 365 Outlook “Send Email”.

3.11. Slack
• Feature/Setting: Use Slack API to automate sending survey links to client or internal channel for follow-ups.
• Sample Config: POST /chat.postMessage.

3.12. ActiveCampaign
• Feature/Setting: Automate Feedback Email Sequence — Triggers on deal status update.
• Sample Config: On “Deal Won”, action: Send Email Campaign with survey.

3.13. Intercom
• Feature/Setting: Automated message (Outbound) – Send feedback survey after conversation or event completion.
• Sample Config: Event-triggered Message API.

3.14. Airtable
• Feature/Setting: Automator – Triggers survey dispatch based on record update (job completed).
• Sample Config: On field “Status” = Completed, trigger email using SendGrid integration.

3.15. Pipedrive
• Feature/Setting: Workflow Automation – On deal closure, automate feedback email with survey.
• Sample Config: “Deal Stage Changed” trigger; action: Send Email (survey link).

3.16. Zoho CRM
• Feature/Setting: Workflow Rule to send automated survey emails post job closure.
• Sample Config: Rule triggers on status change; email template with embedded survey.

3.17. Freshdesk
• Feature/Setting: Automated Survey Dispatch via Email Automation after ticket completion.
• Sample Config: Scenario Automation; send satisfaction survey when ticket resolved.

3.18. G Suite (Google Workspace)
• Feature/Setting: Scripted Automation (Apps Script) – Automated email with survey sent on status change in Sheets/Calendar.
• Sample Config: On row update, trigger Apps Script to send survey.

3.19. Monday.com
• Feature/Setting: Automation recipes to send emails or notifications with feedback surveys when item moves to “Done”.
• Sample Config: “When status changes to Done, send email to person”.

3.20. ClickSend
• Feature/Setting: API-driven SMS with survey links for automated feedback collection.
• Sample Config: POST /v3/sms/send with recipient and survey URL.

Benefits

4.1. Automates repetitive manual outreach, freeing staff for higher-value tasks.
4.2. Ensures every client receives a feedback request, automating consistency and coverage.
4.3. Shortens response lead times, increasing survey participation via automation.
4.4. Centralizes client feedback data for easy automatedly aggregated analysis.
4.5. Identifies satisfied or dissatisfied clients faster, enabling automated follow-up and retention strategies.
4.6. Strengthens professionalism and client trust through ‘always-on’ communication automators.