Vendor & Supplier CoordinationPurpose
1.2. Automated post-event vendor feedback collection centralizes communication, automates reminders and escalations, aggregates results, and syncs insights with CRM, procurement, and reporting tools.
1.3. Automate multi-channel (email, SMS, chat, web form) feedback requests, survey delivery, and automatic updates to event dashboards, ensuring no vendor is missed and follow-ups are automatable.
Trigger Conditions
2.2. Automated trigger: Status field “event completed” activates in CRM or project tool.
2.3. Automated trigger: Manual “Collect Vendor Feedback” command in event coordination app.
2.4. Automated trigger: Predefined number of days after event wraps (e.g., T+1 day).
2.5. Automated trigger: Feedback not received after 48 hours (automated reminder/escalation).
Platform Variants
• Feature: Automated SMS send
• Setting: Configure API to send feedback survey link via SMS post-event
3.2. SendGrid
• Feature: Automated transactional emails
• Setting: Configure dynamic templates to email vendors feedback forms on trigger
3.3. Google Sheets
• Feature: Row insert API
• Setting: Survey replies auto-inserted to feedback sheet for central tracking
3.4. SurveyMonkey
• Feature: Collector API
• Setting: Automate creation and distribution of feedback surveys to vendor list
3.5. Microsoft Outlook
• Feature: Automated email scheduling via API
• Setting: Send calendar-based follow-up emails to vendors
3.6. Slack
• Feature: Automated message post
• Setting: Send feedback reminders into vendor or internal channels via webhook
3.7. Airtable
• Feature: Record automation
• Setting: Automate adding vendor feedback as new records tied to event ID
3.8. HubSpot
• Feature: Workflow automation
• Setting: Trigger workflow to email and log vendor replies on event record
3.9. Salesforce
• Feature: Process Builder/Flow
• Setting: Automate survey sending and feedback capture in vendor object
3.10. Zendesk
• Feature: Automated ticket creation
• Setting: Vendor feedback captured as support ticket post event
3.11. Typeform
• Feature: Webhook/API
• Setting: Automated feedback form URL generated and sent to vendors
3.12. Monday.com
• Feature: Automate item creation
• Setting: Feedback tasks automatically assigned post-event per vendor
3.13. Asana
• Feature: Task automation
• Setting: Create follow-up tasks for feedback if survey not completed
3.14. Zoho CRM
• Feature: Workflow automation
• Setting: Automated survey link emailed and follow-ups scheduled
3.15. Teams (Microsoft)
• Feature: Message automation
• Setting: Automate feedback requests posted to vendor Teams groups
3.16. DocuSign
• Feature: Envelope automation
• Setting: Collect structured vendor signatures for feedback acknowledgment
3.17. Freshdesk
• Feature: Ticket automation
• Setting: Feedback captured as tickets for analysis/reporting
3.18. Google Forms
• Feature: Automated form dissemination
• Setting: Form links sent post-event; responses funneled to a dashboard
3.19. Pipedrive
• Feature: Automated activity creation
• Setting: Feedback follow-up logged against relevant deal/vendor
3.20. Mailchimp
• Feature: Email campaign automation
• Setting: Drip campaign delivers and reminds vendors to complete surveys
Benefits
4.2. Automated reminders and escalations improve feedback rates, ensuring no lost insights.
4.3. Aggregates data automatically for analytics and reporting, streamlining vendor evaluation.
4.4. Automating multi-channel delivery ensures vendors receive requests in their preferred format.
4.5. Automatedly syncs feedback to core event, CRM, and procurement systems for holistic review.
4.6. Automator processes minimize delay between event completion and actionable insight.
4.7. Data pipeline automations enhance compliance, auditability, and vendor transparency.