NPS Survey Collection and Response Handling
When a GoHighLevel deal completes, it automatically sends an NPS survey via Gmail, categorizes the response, saves it to Notion.
What it does
Get instant visibility into your customer satisfaction by automatically sending NPS surveys via Gmail when a deal completes in GoHighLevel. You receive categorized feedback on Promoters, Passives, or Detractors directly in Notion for easy analysis, with immediate Slack alerts ensuring you never miss critical insights.
Step by step
- Configure the GoHighLevel trigger to fire specifically when a deal stage changes to 'Completed'.
- Map the contact's email address and name from GoHighLevel into the Gmail API payload for personalized survey delivery.
- Implement a switch statement in the code step that classifies scores 0-6 as Detractors, 7-8 as Passives, and 9-10 as Promoters.
- Set up the Notion database schema with properties for Score, Category, Contact Name, and Response Date.
Where the LLM does the work
- Generate a concise, friendly email template that asks for the NPS rating without sounding robotic or overly salesy.
- Draft specific Slack message variations for Promoters versus Detractors to ensure appropriate tone in team notifications.
- Create the JSON structure example for the webhook payload so users can easily test their endpoint integration.
Watch out for
Webhook endpoints must be publicly accessible and secure with a secret token to prevent spoofed responses from invalid sources.
Notion API requires specific database IDs rather than page names, so hardcode these IDs or use environment variables for stability.
Slack message formatting can break if customer names contain special characters, so sanitize all input strings before sending notifications.
Tools that fit
Webhook API Capture dynamic NPS responses from surveys
The agent brief
Everything your agent needs, including the gotchas. Copy it and go.
You are helping me build the following AI agent workflow. ## Goal NPS Survey Collection and Response Handling: When a GoHighLevel deal completes, it automatically sends an NPS survey via Gmail, categorizes the response, saves it to Notion. ## Specification - What it does: Get instant visibility into your customer satisfaction by automatically sending NPS surveys via Gmail when a deal completes in GoHighLevel. You receive categorized feedback on Promoters, Passives, or Detractors directly in Notion for easy analysis, with immediate Slack alerts ensuring you never miss critical insights. - Trigger: Triggered by an event (Event · on deal completion in GoHighLevel) - Autonomy: Fully hands-off - Expected setup effort: about an afternoon - Tools/services involved: - GoHighLevel: Trigger survey delivery when deal completes - Gmail: Send automated NPS survey emails to customers - Webhook: Capture dynamic NPS responses from surveys - Notion: Store and track structured survey results - Slack: Send real-time notifications for feedback visibility ## Known pitfalls, handle each one explicitly in your implementation 1. Webhook endpoints must be publicly accessible and secure with a secret token to prevent spoofed responses from invalid sources. 2. Notion API requires specific database IDs rather than page names, so hardcode these IDs or use environment variables for stability. 3. Slack message formatting can break if customer names contain special characters, so sanitize all input strings before sending notifications. ## Reference implementation https://n8n.io/workflows/9227 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/automate-nps-survey-collection-and-response-handling/ via usecasesforagents.com
Frequently asked questions
Can I use a different CRM than GoHighLevel?
Yes. GoHighLevel is only the example CRM in this recipe. The same flow works with Agile CRM, Attio, Close CRM and Freshworks CRM. Swap the CRM connection and keep the rest of the setup as written.
Want this running in your business?
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.
Who it's for
Built for support teams drowning in inbound and looking to triage faster, not just harder.