1.Monitor new inbound SMS
Integrate Twilio and SMS processing tools to detect new SMS text and trigger the NPS parsing flow.
Update opportunity NPS score from inbound SMS feedback
Automatically monitor new SMS feedback across Twilio, AI by Zapier, Zapier Tables, and Salesforce. Create and update when SMS includes NPS rating, ratings fall outside range, or matches are missingβso you can parse scores, update opportunity fields, and surface satisfaction signals without manual entry.
How this automation updates opportunity NPS visibility
When new SMS feedback arrives with missing or invalid NPS data, satisfaction signals can get lost in manual workflows. This automation parses the NPS rating, finds the matching Opportunity, and updates the record fieldsβso account teams see feedback quickly.
Twilioor swap with your favorite app
2.Parse SMS for NPS rating
Integrate AI by Zapier and text parsing tools to extract NPS score, comment text, and message date.
AI by Zapieror swap with your favorite app
3.Find matching Opportunity
Integrate Zapier Tables and lookup tables to match sender mobile numbers to the first linked Opportunity.
Zapier Tablesor swap with your favorite app
4.Update Opportunity NPS fields
Integrate Salesforce and CRM field updates to write NPS score, comment, and date into the matched Opportunity.
Salesforceor 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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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