1.Monitor user tagged with NPS
Integrate Intercom and analytics tools to capture user tagged events, mapping user id and NPS fields to the workflow context.
Notify CSMs of passive NPS tags in channels
Automatically monitor passive NPS-tagged users across Intercom and alerts channels. Get instant alerts when NPS tags are added, scores fall in the passive range, or comments appearβso you can update your feedback tracking, notify the right CSM, and brief the team without manual follow-up.
How this automation escalates passive NPS alerts
When passive NPS tags land without follow-through, feedback can go stale and account owners may never see it. This automation routes qualifying tags by monitoring user tagged events and then updates your tracking row, looks up the account, and posts contextual Slack alertsβso your team can act fast.
Intercomor swap with your favorite app
2.Filter passive NPS scores
Integrate Filter by Zapier to evaluate the NPS score range and continue only for passive responses.
Filter by Zapieror swap with your favorite app
3.Upsert tracking row for user
Integrate Google Sheets and reporting systems to lookup and update an existing worksheet row or create a new one.
Google Sheetsor swap with your favorite app
4.Find account and owner
Integrate Salesforce and CRM enrichment tools to find the account by company identifier and return account owner metadata.
Salesforceor swap with your favorite app
5.Post alerts to CSM channels
Integrate Slack to post public alerts and optionally notify the account owner or CSM channel when owner metadata exists.
Slackor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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