- Customer Automation
- Customer Follow-Up
- Automated feedback tasks
Create followup tasks for customer feedback
This automation category triggers follow-up tasks whenever customer feedback events occur—such as form submissions, job completions, or new client sign-ups—ensuring no input goes unnoticed. It removes the need for manual tracking by automatically capturing events and creating tasks in your preferred task management tool. By centralizing all follow-up actions, teams can respond promptly, maintain consistent customer engagement, and continually improve service quality.
Filter by common apps:
monday.com
EZLynx
Calendly
Formatter by Zapier
Quo
Delay by Zapier
Gmail
Google Forms
SimpleTexting
Webhooks by Zapier
Copilot CRM
Jobber
Typeform
Filter by Zapier
HubSpot
Slack
Boulevard
Pendo
Zendesk
- Create follow up note in EZLynx when task status changes in monday.com
- Send follow up message via OpenPhone after Calendly consultation, and delay for timing
Send follow up message via OpenPhone after Calendly consultation, and delay for timing
- Send follow up message via OpenPhone after receiving a review email in Gmail
Send follow up message via OpenPhone after receiving a review email in Gmail
- Send follow up message in SimpleTexting after new Google Forms response
Send follow up message in SimpleTexting after new Google Forms response
- Create new customer and add follow-up to-do in Copilot CRM from webhook request
Create new customer and add follow-up to-do in Copilot CRM from webhook request
- Send follow up email via Gmail after job is closed in Jobber
Send follow up email via Gmail after job is closed in Jobber
- Create follow up task in HubSpot and notify team in Slack for upsell opportunities
Create follow up task in HubSpot and notify team in Slack for upsell opportunities
- Create follow up task in HubSpot after Boulevard appointment completion
Create follow up task in HubSpot after Boulevard appointment completion
- Create support tickets in Zendesk for specific Pendo feedback responses
Create support tickets in Zendesk for specific Pendo feedback responses