1.Detect new form submission feedback
Integrate Paperform and survey tools to capture submitted customer identifiers and feedback details to route the workflow.
Update customer record and notify team with feedback
Automatically capture new feedback submissions across Paperform. Send reviewed SMS and notify your team to update customer records and reduce manual follow-up. Updated rating notes now flow to customer records and ops notifications.
How this automation updates customer records
When new feedback arrives but records sit unupdated, customers experience delays and teams miss key context. This automation captures submissions in Paperform, updates the right customer in Zapier Tables, and posts notifications with approval-led SMS delivery.
Paperformor swap with your favorite app
2.Find matching customer record
Integrate Zapier Tables and customer database tools to look up the customer record by submitted phone or email identifier.
Zapier Tablesor swap with your favorite app
3.Update customer record with feedback
Integrate Zapier Tables and customer database tools to save ratings and comment text into the customer record.
4.Request approval for SMS
Integrate Human in the Loop and messaging review tools to collect approval for drafted SMS content using parsed fields.
Human in the Loopor swap with your favorite app
5.Send approved SMS and notify ops
Integrate inMobile - SMS gateway and Slack to send approved SMS and post a formatted ops message with feedback context.
inMobile - SMS gatewayor swap with your favorite app
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Explore all customer feedback management automations
Improve customer feedback management with automated feedback collection, sentiment routing, and trend tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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