Update customer record and send survey follow-up messages

Your survey responses (photos, ratings, comments) require manual copying into customer records and delay replacements. It updates CRM, attaches photos, tags cases, and sends email/SMS so replacements occur same day.

Update customer record and send survey follow-up messages

Overview

Survey replies often arrive with photos and context that never make it into the CRM, slowing replacements and follow-up. This flow writes submission data to the contact, attaches photos, applies sentiment tags, and sends immediate email and SMS so cases are ready for action same day.

Update customer record and send survey follow-up messages