Automated Email Surveys Integrated with Salesforce, Zendesk, and Microsoft Dynamics 365

Send post experience email surveys automatically, with seamless integration into your CRM and get real-time customer experience insights

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Sidebar magic! Your customer's CX intelligence at your agent's finger tips

CX Cards provides your agents with a complete view of the customer journey directly within their workflow. By leveraging real-time feedback and CX intelligence, you can enhance customer interactions and drive satisfaction.

Reply directly from the email

Customers answer the first question directly from their inbox, then continue the conversation in the browser. With fewer clicks and taps, enjoy higher response rates and a seamless experience for your respondents.

Get NPS, CES and CSAT ratings

Easily create, target, and send NPS surveys. Automate follow-ups to request reviews or have account managers connect with dissatisfied customers.

Surveys for all devices

Ensure a seamless experience for your customers across all devices. CX Cards surveys are optimized for smartphones, tablets, and desktops.

Customizable Surveys

Tailor your surveys to match your brand and the specific services your customers have experienced. Use dynamic content and conditional logic to make each survey relevant and engaging.

Click, Connect, Collect

Integrating CX Cards into software like Salesforce and Zendesk is effortless. With just a few clicks, you can set up your email survey automations without needing any help from IT teams. Enjoy seamless integration and start collecting valuable feedback instantly.

Email Surveys for Salesforce

Effortless Feedback Collection

Automatically send surveys post-interaction based on triggers like case closures or service completions. Ensure timely and relevant feedback collection without disrupting your processes.

CX Intelligence in the Sidebar

Display customer feedback and satisfaction scores directly in the Salesforce sidebar. Provide your agents with a comprehensive view of each customer’s experience, including previous interactions and feedback trends.

Actionable Insights

Update customer records with survey responses in real-time. Use Salesforce workflows to follow up on negative feedback, escalate issues, and drive continuous improvement.

Email Surveys for Zendesk

Automated Survey Deployment

Deploy surveys automatically after support tickets are resolved. Customize survey timing and content based on ticket categories and resolutions to ensure relevance.

Comprehensive CX View

Show feedback, loyalty metrics and customer sentiment in the Zendesk sidebar. Equip your support team with insights into the customer’s overall experience, allowing for more personalized and effective interactions.

Enhanced Support Processes

Leverage feedback to refine your support processes. Automate follow-up actions based on survey responses, such as sending thank-you notes or escalating unresolved issues.

Integrated with Microsoft Dynamics 365

Efficient Feedback Collection

Send surveys automatically after interactions are logged in Dynamics 365. Customize surveys based on the type of service or interaction to gather relevant feedback.

Customer Insights in the Sidebar

Display feedback data and customer satisfaction scores directly in Dynamics 365. Enable your agents to see a complete picture of the customer journey and make informed decisions.

Data-Driven Actions

Automatically update customer records with survey responses. Utilize Dynamics 365 workflows to address negative feedback, escalate issues, and improve customer satisfaction.

Transform CX

CX Cards enhances customer experience with customizable surveys and automated follow-ups, enriching user profiles for personalized engagement. Effortlessly track NPS and CSAT, generate leads, and drive business results with real-time insights.

Enhanced Customer Data

Collect first-party data to enrich user profiles, enabling you to offer a highly personalized experience.

Automated Follow-Ups

Automatically trigger customer journeys based on survey responses, putting insights to immediate use.

Powerful Insights

Capture feedback when customers are most engaged. Use this data for quick improvements and to plan future campaigns or beta tests.

Effective Lead Generation

Capture customer information, preferences, and goals to identify and convert your target audience into loyal users with personalized engagement and nurture campaigns.

Precision-Driven Workflows

Save survey responses to user profiles, enriching your data for targeted campaigns, product tours and emails, ensuring every interaction is meaningful and relevant.

Seamless Onboarding

Understand customer needs from the start to help them succeed faster. Automate workflows to ensure smooth onboarding and drive business results effortlessly.

Secure and Compliant

We prioritize your data security. Our platform complies with industry standards to ensure your data is protected and handled with care.

Powerful Insights, Endless Possibilities

Experience real-time data with Surveyapp’s visually engaging and customizable reporting platform. Tailored for role-based views, it allows you to spot patterns, compare scores, and read comments instantly. Watch your data come to life and track performance over time.