1.Captures new survey response
Integrate Sogolytics and survey analytics tools to capture submission metadata and answers to preserve raw submissions.
Add survey responses to central reporting and score sheet
Automatically capture new survey responses across Sogolytics and Google Sheets. Create and update central reporting when survey submitted, NPS answered, or satisfaction rating enteredβso you can normalize branches, format dates, and append scored rows without manual reporting.
How this automation scores your survey insights faster
When new survey responses come in, delayed or inconsistent entries can break downstream CSAT and NPS reporting. This automation captures responses, transforms branch and date fields, computes a satisfaction score, and creates a clean row in Google Sheetsβso your team can analyze and follow up sooner.
Sogolyticsor swap with your favorite app
2.Normalizes branch text
Integrate Formatter by Zapier and lookup tables to map branch values to a standardized label to standardize reporting.
Formatter by Zapieror swap with your favorite app
3.Formats open or transaction date
Integrate Formatter by Zapier and date formatting tools to convert the transaction or open date to MM/DD/YYYY to populate the Date column.
4.Computes satisfaction score
Integrate Code by Zapier and scoring logic tools to convert verbal ratings into numeric values and average them to calculate a single score.
Code by Zapieror swap with your favorite app
5.Appends scored response row
Integrate Google Sheets and spreadsheet columns to create a new row and map responses into Region, Branch, Employee, Date, NPS, Comments, and Score.
Google Sheetsor swap with your favorite app
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Explore all CSAT & NPS survey management automations
Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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