Send Pluspoint surveys via SMS messages for new closed opportunities in Copper
Each time a new opportunity is closed in Copper, an SMS with a Pluspoint survey will automatically be sent to your customer. This allows for swift feedback collection and encourages happy customers to leave reviews on Google, Trustpilot, and other review platforms. Streamline your feedback process, enhance customer satisfaction, and bolster your online reputation with this convenient integration.
Each time a new opportunity is closed in Copper, an SMS with a Pluspoint survey will automatically be sent to your customer. This allows for swift feedback collection and encourages happy customers to leave reviews on Google, Trustpilot, and other review platforms. Streamline your feedback process, enhance customer satisfaction, and bolster your online reputation with this convenient integration.
- When this happens...Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- automatically do this...Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
- then do this!Send SMS Survey
Sends an automated text message to the client with a request to rate the service and leave a positive review on connected review sites. The SMS is sent within an hour after the action is triggered unless a custom delay is specified.
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