Automatically Ask for Customer Feedback Using Pabbly Connect

Learn how to automatically request customer feedback one day after service using Pabbly Connect with Google Sheets and SMS integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Customer Feedback

To automatically ask for customer feedback, the first step is to set up Pabbly Connect. This integration tool allows you to connect various applications seamlessly. Start by signing up for a free account on the Pabbly Connect website and then log in to access the dashboard.

Once logged in, click on the ‘Create Workflow’ button. You can name your workflow something like ‘Send Feedback Request SMS Automatically’. This naming helps you identify the workflow later. After naming it, click the ‘Create’ button to proceed to the workflow page.

2. Configuring Google Sheets as a Trigger

In this step, we will configure Google Sheets to act as the trigger for our automation in Pabbly Connect. Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This will allow the workflow to initiate whenever a new entry is added to your Google Sheets.

• Open your Google Sheets in an incognito window if using multiple accounts.
• Click on the Extensions tab and select ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your spreadsheet. Navigate to Extensions > Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, paste the webhook URL from Pabbly Connect and set the trigger column, which should be the final data entry column (e.g., column D). This setup is crucial for the workflow to function correctly.

3. Mapping Data in Pabbly Connect

Next, we will map the data from Google Sheets into Pabbly Connect. After setting up the trigger, you will see that Pabbly Connect is waiting for a response. Now, go back to your Google Sheets, enter the customer service data, and click on ‘Send Test’ in the Initial Setup. This will send the test data to your workflow.

Once the test data is sent successfully, you will see the captured data in Pabbly Connect. Ensure that all necessary details like customer name, service date, and phone number are correctly populated. This data will be used to send feedback requests later.

4. Sending Feedback SMS via Pabbly Connect

Now that we have the data mapped, it’s time to send the feedback SMS. In Pabbly Connect, add a new action step and select the SMS service provider (e.g., Twilio) to send the message. Choose the action event as ‘Send SMS Message’. You will need to connect your Twilio account by entering the Account SID, Auth Token, and Twilio phone number.

• Craft your SMS message, addressing the customer and including a link for feedback.
• Map the customer name and service date into the SMS body.
• Ensure the recipient number is formatted correctly with the country code.

After setting up the message, click ‘Save and Send Test Request’ to verify that the SMS is sent correctly. You should see a confirmation that the message has been delivered to the customer’s phone.

5. Finalizing the Automation Workflow

Once everything is set up, your workflow in Pabbly Connect is ready to go. Each time you add a new row in your Google Sheets with the customer’s service details, the automation will trigger. The SMS asking for feedback will be sent one day after the service date.

This automation not only saves time but also enhances customer engagement by ensuring timely feedback requests. After the initial setup, the process runs automatically, allowing you to focus on providing quality services.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically ask for customer feedback one day after service. By integrating Google Sheets and an SMS service, you can streamline your feedback process effectively.