Keep project managers from sending duplicate NPS emails
Keep project managers from sending duplicate NPS emails
Project managers lose control when NPS events don't update CRM, causing duplicate outreach and stale customer records. This workflow writes the survey link or a note to the contact record and blocks repeat sends, so ops and customer teams follow the right cadence.
Overview
Project managers risk duplicate outreach and stale CRM fields when NPS events aren't recorded. This workflow ensures every contact record stores the right survey link or a blocking note and prevents repeat sends, delivering zero missed follow-ups and cleaner customer records.
Notable Features
- Attach survey link to contact
- Prevent duplicate NPS sends
- Add reason note to record