1.Detect discharge date change
Integrate HubSpot to pull contact identifiers and fields for mapping to create the SMS survey request context.
Send post-discharge survey requests via SMS to clients
Automatically monitor contact discharge date changes across HubSpot. Create same-day SMS survey requests via OneLocal LocalReviews and record outreachβso you can raise CSAT, capture feedback, and improve follow-up without manual reporting.
How this automation sends discharge surveys faster
When discharge date changes need same-day outreach, delays can reduce response rates and weaken CSAT and NPS insights. This automation monitors discharge updates, filters for eligible consent, and creates SMS survey requests through OneLocal LocalReviews and HubSpotβso your team can capture timely feedback.
HubSpotor swap with your favorite app
2.Check discharge status and date
Integrate Zapier filters to continue only when the status indicates discharge and a discharge date exists.
Filter by Zapieror swap with your favorite app
3.Verify opt-in consent flag
Integrate Zapier filters to continue only when a consent flag is present and affirmative for SMS outreach.
4.Create SMS feedback request
Integrate OneLocal LocalReviews to send a post-discharge SMS survey request using the configured survey and sender.
OneLocal LocalReviewsor 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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