CRM invites and webhook-style automation
Import contacts, segment into groups, and send personalized Insight invites. Connect lifecycle tools so churn-risk, onboarding, and CSAT waves run when your CRM says the moment is right — research CRM for owned audiences, not a Salesforce replacement or panel recruiter.
Known contacts are the core of owned-audience research. KogniFeed’s CRM holds contacts and groups so you can personalize greetings, resume incomplete sessions, and filter the analysis hub by the same cohorts you already manage in HubSpot, Salesforce, or your support desk.
Bulk email invites cover planned research waves without a separate ESP research tool. For event-driven moments, pair CRM with the REST API or your iPaaS so a list entry, deal stage, or ticket close becomes an Insight invite automatically.
Analysis stays in one place: notes, themes, and editable auto-metrics filtered by CRM group. Free sessions let you prove a wave before you scale credits or automation — still conversational Insight interviews, not a form-builder mail merge.
When to use this
- You can name the people you want to interview — customers, leads, loyalty members — instead of recruiting strangers from a panel.
- Segments already exist in your lifecycle CRM and you want matching groups for invites and hub compares.
- Incomplete sessions should resume with a personalized greeting rather than starting over on a public link.
- Webhook or iPaaS events (list join, deal stage, ticket close) should trigger research without building interview UI.
Example use cases
Onboarding and activation waves
Invite day-seven inactive accounts from a CRM group into an onboarding Insight agent; compare themes by plan in the hub.
Churn-risk and save plays
When CS flags risk or usage drops, send personalized deep-dive invites; edit metrics so CS and product share one driver list.
Loyalty and post-stay or post-purchase cohorts
Email known buyers or members a branded link; keep walk-ins on public/QR links with a property or store blueprint field.
Setup steps
- 1
Import or sync contacts
Add contacts manually, CSV import, or create them via API from your system of record. Keep only the segments you intend to interview.
- 2
Build groups
Segment by plan, region, lifecycle stage, or risk flag. Groups power invites and analysis compares so CS and product filter the same way.
- 3
Attach a published Insight study
Choose the interview (NPS pulse, onboarding, churn risk, CSAT) and confirm branding, session shape, blueprint fields, and optional voice.
- 4
Send personalized invites
Use admin bulk invite for planned waves, or automate from your CRM/iPaaS when a contact enters a list or deal stage.
- 5
Support resume and follow-ups
CRM invite links can greet participants by name and resume half-finished sessions — useful for busy B2B buyers and longer deep dives.
- 6
Close the loop in analysis
Filter notes and metrics by group. Share digests with CS and product owners responsible for that cohort; edit auto-metric labels when themes need tightening.
FAQ
Is KogniFeed a full CRM replacement?
No. It is research CRM for invites and cohort analysis. Keep Salesforce/HubSpot as systems of record; sync the segments you want to interview.
Can incomplete sessions resume?
Yes. CRM invite links can greet participants by name and resume half-finished Insight sessions.
Do webhooks send analysis outbound?
Automation typically triggers invites inbound from your stack. Review analysis in the hub or email digests; use API patterns where you need status checks from your backend.
How is this different from a panel or form-builder mail merge?
You interview your own contacts with an Insight agent — adaptive follow-ups, blueprint fields, voice option, and editable metrics — not paid strangers or a static form emailed as a link.