A satisfaction survey after every deal, with replies sorted

After every closed deal in bitrix24 the scenario sends a survey via почта, parses the reply, and routes it: thanks the happy, logs the unhappy in trueConf and alerts the team.

  • A survey after every deal — nothing forgotten
  • Nobody is surveyed twice
  • Replies are routed: a thank-you or an alert
  • Unhappy clients reach the team fast
GmailGhl
Set it up for yourselfScriptera

How it works

To get bitrix24 notifications in trueConf, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Trigger: Check Every Hour
  2. Then: Get Won Opportunities from GHL
  3. Then: Filter Unsurveyed Completed Deals
  4. Check: Check if Valid Deals Exist
  5. If yes: Send NPS Survey Email
  6. Then: Update GHL - Mark Survey Sent
  7. Then: Parse NPS Score from Email
  8. Check: Route by Score (Promoter vs Detractor)
  9. If yes: Log Positive Feedback in Notion
  10. Then: Send Thank You & Review Request
  11. If no: Create Support Ticket in Notion
  12. Then: Alert Team - Low Score
  13. Then: Fetch Unread NPS Responses
  14. Starts when: Trigger: Check Responses Weekly

You can launch this bitrix24 + trueConf integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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