1.Detect send survey flag update
Integrate Insightly to capture updated contact fields and to trigger post-session survey workflow for qualifying sessions
Send post-session survey to completed contacts for feedback
Automatically monitor updated contact fields for the configured send survey flag across Insightly and SurveyMonkey. Create and update when qualifying session completion is detected or audience contact is missingβso you can find recipients, send post-session invites, and avoid duplicate outreach without manual outreach.
How this automation accelerates post-session feedback collection
When the send survey flag is updated, missed invites can lower response rates and delay CSAT and NPS insights. This automation filters qualifying contacts, finds or creates the right survey recipient, and sends the post-session survey inviteβso your team can capture feedback at the right moment.
Insightlyor swap with your favorite app
2.Continue only for qualifying records
Integrate Filter by Zapier and workflow rules to stop duplicate invites when the session flag does not qualify
Filter by Zapieror swap with your favorite app
3.Find contact by email
Integrate SurveyMonkey and audience lookup tools to match the contact email to an existing survey recipient
SurveyMonkeyor swap with your favorite app
4.Send survey to found recipient
Integrate SurveyMonkey and survey collectors to send the configured post-session survey invite to the matched recipient
5.Create audience contact on no match
Integrate SurveyMonkey and contact record creation to add a new audience contact when email is not found
6.Send survey after creating contact
Integrate SurveyMonkey and survey collectors to send the configured post-session survey invite using the new audience record
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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