Customer feedback collection and analysis workflows

Purpose:

1.1. Automate customer feedback collection, aggregation, sentiment analysis, and reporting as part of quarry customer and supplier management.
1.2. Improve service quality, automate detection of satisfaction issues, and ensure rapid response with actionable insights.
1.3. Centralize multi-channel feedback (email, SMS, calls, webforms, customer portals) for rapid automated processing and notification.
1.4. Automate compliance and documentation of customer communications for continuous improvement and regulatory readiness.

Trigger Conditions:

2.1. Automated post-delivery notification or project milestone reached.
2.2. Automated scheduling (e.g., every quarter or after significant transaction).
2.3. Manual initiation by sales or account managers via a CRM event.
2.4. Automated customer support ticket closure or resolution.
2.5. Incoming request from customer/supplier for feedback submission.

Platform Variants:

3.1. Twilio SMS
• Feature/Setting: Automate sending and receiving SMS feedback surveys; configure using Programmable Messaging API (POST to /Messages).
3.2. SendGrid
• Feature/Setting: Automate sending feedback email campaigns; use Marketing Campaigns API (POST /marketing/singlesends).
3.3. Google Forms
• Feature/Setting: Automate web feedback form creation and responses capture; use Google Forms API (forms.create, forms.responses.list).
3.4. Typeform
• Feature/Setting: Automate survey dispatch and response collection; use Responses API (GET /forms/{form_id}/responses).
3.5. Salesforce
• Feature/Setting: Automate customer trigger and feedback data logging in CRM; use Workflow Rules and REST API (POST /services/data/vXX.X/sobjects).
3.6. Microsoft Dynamics 365
• Feature/Setting: Automate feedback case and survey campaigns; use Customer Voice and Data Connector APIs.
3.7. Zendesk
• Feature/Setting: Automate post-ticket feedback solicitation and NPS logging; use Triggers and Satisfaction Ratings API (POST /api/v2/ticket_fields).
3.8. HubSpot
• Feature/Setting: Automate survey creation, delivery, and CRM linkage; use Feedback Surveys API.
3.9. Slack
• Feature/Setting: Automate internal feedback request notifications; use Incoming Webhooks and Conversations API.
3.10. Mailchimp
• Feature/Setting: Automate multichannel feedback survey broadcasts; use Campaigns API (POST /campaigns).
3.11. SurveyMonkey
• Feature/Setting: Automate survey creation, distribution, and analytics pull; use Webhooks and SurveyMonkey API (GET /surveys/{survey_id}/responses).
3.12. Freshdesk
• Feature/Setting: Automate ticket-based feedback workflows; use Feedback Widget and API.
3.13. Zoho CRM
• Feature/Setting: Automate survey and feedback capture synced to contacts; use Webhooks and Zoho Survey API.
3.14. JotForm
• Feature/Setting: Automate digital form delivery and response retrieval; use Submissions API (GET /form/{formID}/submissions).
3.15. Google Sheets
• Feature/Setting: Automate aggregation of feedback responses for reporting; use Sheets API (spreadsheets.values.append).
3.16. Power Automate
• Feature/Setting: Automate orchestration across email, forms, and CRM systems; use workflows and connectors (e.g., Office 365 Outlook, Forms, SharePoint).
3.17. Pabbly Connect
• Feature/Setting: Automate feedback form triggers and cross-app workflows; use event-driven automations and HTTP app.
3.18. Intercom
• Feature/Setting: Automate in-app feedback messages, track customer replies; use Conversations API.
3.19. Qualtrics
• Feature/Setting: Automate survey logic and real-time result analytics; use Qualtrics API (POST /responseexports).
3.20. Airtable
• Feature/Setting: Automate feedback data storage and visual dashboarding; use Table API (POST /v0/{baseId}/{tableName}).
3.21. Monday.com
• Feature/Setting: Automate follow-up action boards from feedback; use API (POST /v2) to create/track items from responses.
3.22. Trello
• Feature/Setting: Automate feedback workflow cards and labelling; use Cards API.

Benefits:

4.1. Automated feedback flows accelerate issue discovery and enable proactive client retention.
4.2. Automating analytics delivers data-driven improvements and regulatory traceability.
4.3. Multi-channel automation improves response rates and integrates with operational dashboards.
4.4. Automating task assignment ensures rapid, accountable action on negative responses.
4.5. Automator solutions reduce manual errors and boost feedback-to-improvement cycle speed.
4.6. Automation provides consistent customer experience and centralizes historical data for audits.