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Add promoter NPS events to customer profiles for outreach

Automatically monitor promoter NPS submissions across Google Sheets and Customer.io. Create coaching NPS events and outreach-ready customer profiles when promoter scores come in or feedback is captured—so you can start outreach and referrals without manual reporting.

How this automation accelerates outreach from promoter NPS

When promoter NPS submissions sit in a spreadsheet, outreach and referrals can get delayed. This automation filters promoter scores, creates or finds customer profiles, and records Coaching NPS events—so your team can start follow-up immediately.

  1. 1.Detect new promoter NPS row

    Integrate Google Sheets to watch a configured worksheet and to capture NPS score, feedback, and timestamps.

    Google Sheetsor swap with your favorite app
  2. 2.Proceed only for promoter scores

    Integrate Filter by Zapier to continue only when NPS scores match promoter values to move qualifying rows forward.

    Filter von Zapieror swap with your favorite app
  3. 3.Find or create Customer.io person

    Integrate Customer.io to map customer identifiers to a person lookup and to create a person if missing.

    Customer.ioor swap with your favorite app
  4. 4.Create Coaching NPS event

    Integrate Customer.io to create a Coaching NPS event and to map rating, qualitative feedback, and submission time.

    Customer.ioor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Schritt 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Schritt 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Schritt 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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