Want to know more about your clients' opinion on your proposals and the overall process? Set up a survey using the well-tested Net Promoter Score at Callexa Feedback and gather valuable feedback from your proposals recipients by sending the survey a day after a proposal has been accepted or declined.
How this Bidsketch-Callexa Feedback integration works
- A proposal is marked as lost in Bidsketch
- An NPS survey is sent to the proposals' recipient by Callexa Feedback
- Callexa Feedback
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Triggered when a client is created through the API or in the Bidsketch app
Creates a new client
Triggers each time a proposal is sent to a client
This starts a new proposal
Triggers when a proposal is either accepted or declined
Creates a new fee
Triggers when a customer replies to a survey.
Adds a recipient to a survey.
Triggers each time a proposal is viewed by a client