1.Captures invitee details
Integrate Calendly and scheduling data tools to capture invitee contact details and event metadata to trigger post-call surveys.
When invitee created bookings need timely CSAT follow-up, delays can reduce response quality and miss peak feedback windows. This automation filters support calls and calculates a send window, then sends a templated survey email with internal monitoringβso you can improve CSAT response rates.
Integrate Calendly and scheduling data tools to capture invitee contact details and event metadata to trigger post-call surveys.
Integrate Filter by Zapier and automation logic tools to continue only for qualifying support call types or configured support event names.
Integrate Formatter by Zapier and time tools to add 15 minutes to the scheduled end time and produce an ISO timestamp for the send window.
Integrate Delay by Zapier and timing tools to pause until the formatter output so the survey goes after the call window.
Integrate ActiveCampaign Postmark and email template tools to send the templated post-call survey and add internal monitoring BCC.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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