1.Receives new NPS response
Integrate Typeform and onboarding form data to parse respondent email and NPS answer mappings to capture the score for CRM writes.
Add onboarding NPS to account records and user profiles
Automatically capture NPS submissions from onboarding forms across Typeform, Salesforce, and Intercom. Create and update when onboarding form submits, NPS score entered, or respondent email mappedβso you can update accounts, update related onboarding records, and set user NPS attributes without manual CRM updates.
How this automation protects your onboarding NPS visibility
When new onboarding NPS responses arrive, delays can leave satisfaction data outdated and teams act on stale context. This automation records NPS responses into Salesforce, updates related onboarding process records, and updates Intercom user attributesβso your team can act on the latest onboarding sentiment.
Typeformor swap with your favorite app
2.Finds account by email
Integrate Salesforce and CRM search tools to look up Accounts by email and identify the exact record to update with the NPS score.
Salesforceor swap with your favorite app
3.Updates account with NPS
Integrate Salesforce and CRM update workflows to write the NPS score into the matched Account NPS field.
4.Updates related onboarding record
Integrate Salesforce and CRM associations to update related onboarding or process records with the account NPS value when an ID exists.
5.Updates user NPS attribute
Integrate Intercom and customer profiles to find or create a user by email and set a custom NPS attribute.
Intercomor swap with your favorite app
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