1.Monitors visitor in report
Integrate Pendo and analytics tools to capture the account identifier and eligibility flags from the report hit.
Send resurvey invite email to account primary contact
Automatically monitor visitor added to report events across Pendo, Salesforce, and Mailchimp Transactional. Send templated resurvey invites when account report hit, eligibility flags appear, or session token presentβso you can send resurvey invites, bcc account owners, and protect response rates without manual outreach.
How this automation accelerates resurvey outreach
When an account-level report hit happens, feedback windows can be missed and outreach falls behind. This automation monitors Pendo report visitors and looks up account and owner contacts and sends a templated resurvey emailβso you can capture CSAT and NPS input faster.
Pendoor swap with your favorite app
2.Finds account by ID
Integrate Salesforce and CRM lookup tools to locate the matching account record and map fields to template placeholders.
Salesforceor swap with your favorite app
3.Finds user by owner ID
Integrate Salesforce and email routing tools to retrieve the account owner email for bcc or reply-to mapping.
4.Sends resurvey template
Integrate Mailchimp Transactional and email templating tools to send the resurvey invite to the primary contact and bcc the owner.
Mailchimp Transactionalor 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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