1.Catch Hook payloads
Integrate Webhooks by Zapier, routing variables, and mapping fields to capture intake payloads and identify contacts.
Set CX survey send flag on CRM contact record
Automatically catch CX survey intake across Webhooks by Zapier and CRM, then check cooldown rules in Google Sheets. Automatically set the send survey flag and queue dates when intake events arrive, contact records match, or cooldowns expireβso you can update CRM flags, record queued dates, and prevent repeat sends without manual reporting.
How this automation updates your survey eligibility
When survey intake events arrive, cooldown gaps and repeat sends can disrupt CSAT and NPS outreach. This automation maps contacts, calculates eligible queued dates, and updates CRM send flags and worksheet statusβso your team can send surveys at the right time.
Webhooks by Zapieror swap with your favorite app
2.Look up contact row
Integrate Google Sheets, lookup tables, and contact identifiers to find the spreadsheet row and last survey date.
Google Sheetsor swap with your favorite app
3.Compute queued survey date
Integrate Formatter by Zapier, date logic, and cooldown rules to calculate the cooldown passed queued date.
Formatter by Zapieror swap with your favorite app
4.Gate eligible survey sends
Integrate Filter by Zapier, eligibility checks, and date comparisons to continue only when cooldown is finished.
Filter by Zapieror swap with your favorite app
5.Update contact send flag
Integrate HubSpot, CRM fields, and contact identifiers to set the send survey flag to Yes.
HubSpotor swap with your favorite app
6.Update worksheet queued date
Integrate Google Sheets, row updates, and status fields to write the queued date and send status back.
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Add closed ticket customers to your survey list immediately
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Explore all CSAT & NPS survey management automations
Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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