1.Detect deal stage changes
Integrate LeadSimple and Zapier paths to continue when a deal enters a past stage for NPS audience cleanup.
Unsubscribe offboarded owners and tenants from NPS surveys
Automatically monitor owner and tenant deal stage changes across LeadSimple and Zapier. Automatically unsubscribe contacts from NPS surveys when deals enter past stage, owner stages close, or tenant stages changeβso you can protect NPS audiences, prevent survey misfires, and reduce manual audience cleanup.
How this automation protects your NPS audience
When deal stages flip to past or closed, incorrect NPS recipients can still get surveys. This automation filters owner and tenant deals, loops contacts, updates contact records, checks survey identifiers, and unsubscribes customersβso your team can protect survey targeting.
LeadSimpleor swap with your favorite app
2.Continue for owner and tenant pipelines
Integrate Filter by Zapier and pipeline filters to continue only for configured owner and tenant pipelines.
Filter by Zapieror swap with your favorite app
3.Loop over deal contacts
Integrate Looping by Zapier and deal contact data to iterate through each deal contact for processing.
Looping by Zapieror swap with your favorite app
4.Update contact record for lookup
Integrate LeadSimple and CRM data to update the contact so the right survey identifier can be verified.
5.Check linked survey identifier
Integrate Filter by Zapier and CRM fields to continue only when a linked survey identifier exists.
6.Unsubscribe customer from NPS
Integrate Retently and customer email fields to unsubscribe the looped contact from NPS sends.
Retentlyor 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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