Freshdesk Integration/Automation Guide
Automation Library

How to Automate Customer Feedback Loop

Automatically collect customer feedback after every field service visit and sync it directly to Freshdesk tickets for complete service visibility.

Job Completed
Survey Sent
Feedback Received
Synced to Freshdesk

Feedback Collection Options

Choose the feedback format that works best for your customers

Star Rating

Simple 1-5 star rating for overall satisfaction

NPS Score

Net Promoter Score to measure customer loyalty

Thumbs Up/Down

Quick binary feedback for fast responses

Open Comments

Free-form text for detailed feedback

How to Set Up Automated Feedback

Configure your customer feedback loop in four steps

1

Configure Survey Triggers

Set up when surveys are sent - immediately after job completion, next morning, or based on job type.

2

Customize Survey Questions

Design your feedback form - star ratings, thumbs up/down, NPS scores, or open-ended questions.

3

Set Up Response Routing

Route negative feedback to managers instantly. Positive feedback triggers review requests.

4

Sync to Freshdesk Tickets

All feedback automatically attaches to the original ticket for complete service history.

Why Automate Customer Feedback?

40% Higher Response Rates

Automated timing sends surveys when customers are most likely to respond.

Instant Issue Detection

Negative feedback triggers immediate alerts to service managers.

Complete Service History

All feedback linked to tickets and jobs for full context.

Review Generation

Route happy customers to leave Google or industry reviews.

Ready to Boost Your CSAT Scores?

See how automated feedback collection can improve your customer satisfaction.

Book a Demo