Keep customer support NPS flowing after note is added

Support agents miss NPS outreach when contact notes go unmonitored, risking churn. Trigger NPS emails on qualifying notes so support can prioritize at-risk customers quickly.

Overview

Support agents lose traction when note-based feedback slips, putting renewals and satisfaction at risk. This workflow triggers NPS outreach from your CRM when qualifying notes are added, delivering timely feedback and enabling zero missed follow-ups so support can act on at-risk customers.

Notable Features

Send NPS survey on qualifying notes
Check contact record before sending
Flag low scores for follow-up