1.Monitors deal stage updated
Integrate HubSpot and CRM workflows to watch for deal stage updated and to centralize survey targeting signals.
Send completion survey when project moves to closed
Automatically monitor deal stage updated for closed deals across HubSpot and Zonka Feedback and Zapier Tables. Create and update when deal moves to closed stage, send survey flag flips, or contact info is presentβso you can send completion surveys, log send history, and segment responses without manual follow-up.
How this automation protects your survey outreach
When a deal is marked closed but CSAT outreach gets missed, follow-up timing slips and response quality drops. This automation monitors deal stage updates and sends completion surveys and logs every sendβso your team can act quickly on feedback.
HubSpotor swap with your favorite app
2.Filters by send survey flag
Integrate Filter by Zapier and workflow rules to continue only when the send survey flag is true to trigger outreach.
Filter by Zapieror swap with your favorite app
3.Routes SMS or email path
Integrate Paths by Zapier and branching logic to choose SMS when phone is valid or choose email when available to target recipients.
Paths by Zapieror swap with your favorite app
4.Sends completion survey by SMS
Integrate Zonka Feedback and SMS delivery tools to send an SMS survey to the mapped mobile number and attributes to collect responses.
Zonka Feedbackor swap with your favorite app
5.Sends completion survey by email
Integrate Zonka Feedback and email delivery tools to send an email survey to the mapped recipient email and attributes to collect responses.
6.Creates survey send record
Integrate Zapier Tables and reporting systems to create a single-row send log with timestamp and status to track completion outreach.
Zapier Tablesor 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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