Ratecard Integrations

After winning any new deal, you would like to know how your customer experienced your company and your team. By asking for feedback via Ratecard after a deal is won in Salesforce, you can measure, compare and benchmark one of the most important steps within your sales process. This integration uses the opportunity stage "Closed Won" within your Salesforce account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the stage is changed, or with a delay that you set within Ratecard.

Note: You probably don't want to trigger a feedback request at exactly the moment where someone says "yes" to a deal, so it is recommended that you use the delay time within Ratecard to send out the request at the right and most suitable time.

When you organize a meeting in Zoom, you would like to know about your audience's experience. This integration gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the meeting is finished, or with a delay that you set within Ratecard.

When you organize an event via Eventbrite, you would like to know how the visitors experienced your event. By asking for feedback via Ratecard after an event, you can measure, compare and benchmark your performance. This integration gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the event ended, or with a delay that you set within Ratecard.

After a lead status has been changed in Insightly, you would like to know how your customer experienced your company and your team. This integration gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the status is changed, or with a delay that you set within Ratecard.

Note: If you don't want to trigger a feedback request at exactly the moment a lead status is updated, it is recommended that you use the delay time within Ratecard to send out the request at the right and most suitable time.

You would like to know how your customer(s) experience your company and your team. By asking for feedback via Ratecard after a contact is added in Microsoft Dynamics 365 CRM, you can measure, compare and benchmark one of the most important steps within your process. This integration uses the trigger "New Contact" within your Microsoft Dynamics account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.

Note: If you don't want to trigger a feedback request at exactly the moment when you add a contact to your Microsoft Dynamics account, it is recommended that you use the delay time within Ratecard to send out the request at the right and most suitable time.