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Create survey records and link them to cases

Create survey records and link them to cases

Your training survey responses arrive unlogged, leaving educators and support teams without feedback linked to the original case. They are captured and tied to the correct case so follow-up happens same day.

Create survey records and link them to cases

Overview

Training feedback only helps if it's tied to a case and acted on. This flow logs every completed training survey into the CRM and notifies support, turning raw responses into same-day follow-up opportunities and clearer case resolution.

Create survey records and link them to cases