1.Captures survey response details
Integrate Dotdigital and survey response tools to capture each new survey response and pull NPS score, reason, email, and case context.
Update CRM contacts with NPS and case details
Automatically monitor Dotdigital survey responses across Dotdigital and Google Sheets. Automatically create and update when NPS score is captured, respondent email matches, or case context is includedβso you can append survey rows, update contact NPS fields, and enrich case details without manual reporting.
How this automation updates NPS contact details at scale
When Dotdigital survey responses come in, delays can leave NPS context siloed and teams stuck doing manual entry. This automation captures survey replies and writes them to Google Sheets and updates Salesforce contact fieldsβso your team can act on feedback faster.
Dotdigitalor swap with your favorite app
2.Creates tracking spreadsheet row
Integrate Google Sheets and reporting spreadsheets to create a new row and log survey date, score, notes, email, and case context.
Google Sheetsor swap with your favorite app
3.Finds matching contact by email
Integrate Salesforce and CRM lookup tools to find the Contact record by respondent email and proceed only for qualifying matches.
Salesforceor swap with your favorite app
4.Updates contact with NPS case details
Integrate Salesforce and CRM record tools to update the Contact with NPS score, NPS reason, case details, and contact owner.
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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