Survicate consultants

Q: What types of surveys can we run with Survicate?

Survicate supports NPS (Net Promoter Score), CSAT (Customer Satisfaction), CES (Customer Effort Score), and fully custom surveys. You can deploy them as website pop-ups, email surveys, in-app widgets, or mobile prompts. Each survey type includes templates you can customise, plus skip logic and conditional branching for more complex question flows.

Q: Can Survicate integrate with our CRM to enrich customer profiles?

Yes. Survicate has native integrations with HubSpot, Salesforce, Intercom, and other CRM tools. We also build custom integrations using n8n that push survey responses directly into your CRM as contact properties or activity records. This means your sales and support teams can see customer feedback alongside other customer data.

Q: How do we target surveys to specific customer segments?

Survicate lets you set targeting rules based on page URL, user attributes, visit count, scroll depth, time on page, and custom events. You can also target based on data from your CRM or analytics platform. This precision targeting means you only survey people whose feedback is relevant to the question you are asking.

Q: Can AI help us analyse survey feedback at scale?

AI is excellent for analysing open-ended survey responses, which are often the most valuable but hardest to process manually. Our AI agent development team builds sentiment analysis and theme extraction pipelines that categorise free-text feedback automatically, helping you spot trends and issues without reading every individual response.

Q: Can we automate follow-up actions based on survey responses?

Yes. We build workflows that trigger specific actions based on feedback scores or response content. For example, a low NPS score can automatically create a support ticket, a high CSAT response can trigger a review request, and negative feedback can alert a manager via Slack. Our business automation services connect survey results to real actions.

We can help you automate your business with Survicate and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Survicate.

Get in touch

Book a call

About Survicate

Survicate is a customer feedback and survey platform that lets you collect responses through website widgets, email surveys, in-app prompts, and mobile surveys. It is designed for product, marketing, and customer success teams who need ongoing feedback rather than one-off survey blasts.

What makes Survicate practical for businesses is its targeting and triggering capabilities. Instead of showing the same survey to every visitor, you can target specific user segments based on behaviour, page visits, or customer attributes. This means you get more relevant feedback with higher response rates because you are asking the right questions to the right people at the right time.

At Osher, we help businesses connect Survicate feedback data to their broader analytics and operational systems. This includes pushing survey responses to your CRM to enrich customer profiles, triggering follow-up workflows based on feedback scores, and building dashboards that combine survey data with other business metrics. Our automated data processing services turn raw feedback into actionable insights. See our patient data entry case study for an example of how we automate data collection workflows.

Survicate supports NPS, CSAT, CES, and custom survey types with skip logic, conditional questions, and multi-language support. For Australian businesses that want to build a continuous feedback loop into their customer experience without bolting on a heavy enterprise survey tool, Survicate hits a good balance of features and usability.

Survicate FAQs

Frequently Asked Questions

Common questions about how Survicate consultants can help with integration and implementation

What types of surveys can we run with Survicate?

Can Survicate integrate with our CRM to enrich customer profiles?

How do we target surveys to specific customer segments?

Can AI help us analyse survey feedback at scale?

How does Survicate compare to Typeform or Google Forms?

Survicate is built specifically for ongoing customer feedback collection, while Typeform and Google Forms are general-purpose survey tools. Survicate’s advantages are its website and in-app targeting, CRM integrations, and feedback-specific analytics. If you need a one-off survey, Google Forms is fine. For continuous customer feedback as part of your operations, Survicate is the better fit.

Can we automate follow-up actions based on survey responses?

How it works

We work hand-in-hand with you to implement Survicate

As Survicate consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Survicate with integrate and automate 800+ tools.

Step 1

Feedback Strategy Review

We review what customer feedback you currently collect, where the gaps are, and what decisions the feedback needs to inform. This includes understanding your customer journey touchpoints and identifying where targeted surveys will give you the most useful data.

Step 2

Survey Design and Targeting

We design the survey questions, targeting rules, and deployment channels for each feedback collection point. Each survey is crafted to get actionable responses — short enough for good completion rates but specific enough to inform real decisions.

Step 3

Survicate Setup and Configuration

We configure your Survicate account, build the surveys in the platform, set up targeting rules, and install tracking code on your website or app. Multi-language support is configured if you serve customers in different regions.

Step 4

Integration and Automation Build

Using n8n, we connect Survicate to your CRM, helpdesk, analytics platform, and notification channels. Automated workflows route feedback to the right teams, update customer records, and trigger follow-up actions based on response scores.

Step 5

Testing and Response Validation

We test every survey across all deployment channels, verifying targeting rules, skip logic, integrations, and follow-up automations. Your team reviews the survey experience as a respondent would and confirms that feedback data appears correctly in all connected systems.

Step 6

Launch and Feedback Analysis Setup

After launch, we monitor response rates and data quality for the first few weeks. We set up reporting dashboards that aggregate feedback data and provide your team with training on interpreting results and adjusting surveys based on initial findings.

Transform your business with Survicate

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Survicate consultation.

Get in touch

Book a call