1.Captures new NPS response details
Integrate SurveyMonkey, survey response tools, and collector identifiers to extract response reference, answers, phone, and collector ID.
Record NPS responses and route interested leads to sales
Automatically capture new NPS responses with answers across SurveyMonkey. Route callback interest to sales with conditional routing, so you can create collector records, log SharePoint audit items, and notify sales recipients without manual reporting.
How this automation routes interested leads to sales
When new response with answers arrives, follow-up can stall and leads can slip through. This automation captures NPS responses and enriches collectors, creates SharePoint audit records, and routes callback interest to salesβso your team can respond fast.
SurveyMonkeyor swap with your favorite app
2.Finds or creates collector record
Integrate Zapier Tables and CRM-style tables to search Collectors by collector ID and map the collector reference to the record.
Zapier Tablesor swap with your favorite app
3.Creates audit and score record
Integrate Microsoft SharePoint, data mapping tools, and customer fields to create an item with phone, NPS score, and collector reference.
Microsoft SharePointor swap with your favorite app
4.Routes interest to the right sales queue
Integrate Paths by Zapier, Microsoft Outlook, and SharePoint lead storage to route broadband interest, gas interest, and referrals to sales.
Paths by Zapieror swap with your favorite app
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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Step 1
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Step 3
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