NPS tracker and dashboard with CRM enrichment and account team alerts

Starting promptUse this prompt as a starting point to build your workflow.

Build an interim NPS tracker workflow for Commercial Ops. It ingests NPS survey completions from a survey/support tool (I used Intercom — swap for your survey provider), enriches each response with CRM context, stores every response durably, notifies the account team in chat, and provides a small reporting dashboard. The flow: Receive NPS response — a webhook endpoint (unguessable URL, not public) that accepts survey completion events. Ignore non-completion events. Validate and normalize the payload into a consistent shape: score (0–10), respondent name/email, account name, survey date, and open-text answers. Compute an idempotency key so retries don't duplicate data. Classify the score into promoter (9–10) / passive (7–8) / detractor (0–6). Enrich response — look up the respondent's email in your CRM (I used Salesforce, read-only — swap for HubSpot or your CRM) to find the matching Contact/Lead, and attach account name, account owner, and CSM (or account manager) email/links. A missing match should be a valid outcome, not an error. Store response — persist each normalized, enriched response as a durable record keyed by its idempotency key, so repeat webhook deliveries reuse the same record instead of duplicating it. Use exclusive-write storage to avoid races between concurrent deliveries. Notify account team — send a message (I used Slack DMs — swap for Teams, email, or your team's chat tool) to the resolved account owner and CSM with the score, sentiment, respondent details, feedback text, and a CRM record link. Fall back to a default owner when no recipient resolves. Use a durable marker so retries never send duplicate notifications. Import history — a one-time/manual step to backfill historical NPS data from a CSV export, deduplicating against existing records and never triggering notifications. Reporting API — a private, authenticated endpoint that filters stored responses and computes NPS metrics (promoter %, detractor %, NPS score), returning JSON or CSV. Dashboard page — a private, authenticated web page that fetches from the reporting API and visualizes NPS trends and recent responses. Keep the webhook endpoint scoped to an unguessable ID (not public), and keep the dashboard/API restricted to your team/space. Retry transient upstream failures (429/5xx) with backoff; treat malformed input as a hard failure at the webhook edge. Tools used: Intercom, Salesforce, Slack, 3B

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What this prompt builds

This workflow ingests NPS survey responses via webhook, enriches each response with CRM account and owner data, stores responses durably with idempotency, notifies account teams in chat, and exposes a live reporting dashboard with NPS metrics and trends. It is designed for Commercial Ops and CX teams who need to track customer sentiment and keep account stakeholders informed. The workflow includes a one-time CSV import for historical data and ensures no duplicate records or notifications.

The problem

CX and Commercial Ops teams need a centralized way to track NPS survey responses, understand customer sentiment, and keep account owners informed in real time. Without automation, NPS data sits in a survey tool, account context lives in the CRM, and stakeholders miss critical feedback or receive it too late. This workflow ingests NPS completions from a survey provider via webhook, enriches each response with CRM account and owner details, stores every response durably with idempotency to prevent duplicates, notifies the account team in chat, and provides a live reporting dashboard with NPS scores and trends.

Solution and impact

The workflow delivers a one-stop NPS tracking system that keeps data live and stakeholders informed. Account teams receive immediate Slack notifications with score, sentiment, feedback text, and CRM links whenever a customer submits a survey, so they can act on detractor responses or celebrate promoters in real time. The reporting dashboard surfaces NPS metrics (promoter percentage, detractor percentage, overall NPS score) and recent responses, giving CX and ops leaders a clear view of customer sentiment without manual exports or spreadsheets.