NPS with a CRM integration
NPS with a CRM integration
Connect NPS to your customer process. Define survey triggers, data fields and follow-up, then discuss setup and technical possibilities with GrowPromoter.
Begin with the customer process
Decide whether to survey periodically or after events such as onboarding. Define eligibility, exclusions and duplicate prevention. Choose which survey date, score and follow-up status belong in your CRM; not every open comment needs to enter every customer record.
Agree the technical scope
Check your CRM edition, API permissions, contact matching and data direction. Agree error handling and deletion or withdrawal procedures. GrowPromoter connects via APIs and webhooks with major CRM systems such as Salesforce, HubSpot and Dynamics; the exact flow and available setup must be confirmed for your situation.
NPS in your CRM or a separate platform?
Many CRM packages offer their own customer loyalty surveys, often with an extra licence or only in higher editions. The choice depends on your licence, channels, international teams and employee feedback needs. GrowPromoter combines CX and EX in 160 languages with personal guidance. Discuss scope before choosing an integration.
