1.Captures NPS visitor in report
Integrate Pendo and analytics tools to capture the NPS visitor report event and map submission details to your workflow payload.
Route promoter NPS responses to success owners and notify team
Automatically monitor Pendo visitor in report NPS response events across Pendo, Salesforce, Gmail, and Slack. Get instant alerts when promoter nps submitted, contact matched, or submissions capturedβso you can email the assigned csm, post a team summary, and track follow-up without manual follow-up tracking.
How this automation routes promoter feedback fast
When a promoter NPS response event appears in Pendo, delays can cause missed customer moments. This automation captures NPS context and routes it to Salesforce, emails the assigned CSM, and posts a team alertβso your team can follow up same day.
Pendoor swap with your favorite app
2.Finds contact in Salesforce
Integrate Salesforce and CRM tools to search for the contact by visitor identifier and return contact record context.
Salesforceor swap with your favorite app
3.Finds account and owner
Integrate Salesforce and CRM tools to look up the account and assigned CSM owner, including owner email and display name.
4.Sends email to the CSM
Integrate Gmail and email tools to send an email to the assigned CSM with NPS score and feedback summary details.
Gmailor swap with your favorite app
5.Posts to the NPS team channel
Integrate Slack and team collaboration tools to post a concise NPS summary with contact, account, score, excerpt, and submission ID.
Slackor 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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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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