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Dos Palomitas
WhatsApp customer satisfaction surveys

Ask how it went while the customer still remembers

Dos Palomitas sends a short WhatsApp survey after every closed sale. Customers answer without leaving the chat, and your team gets the results and the cases that need follow-up.

Book a demoSee how it works

Built for companies that sell equipment, parts and high-value B2B distribution in Mexico.

Response received

9/ 10

Overall experience

Case opened

Late delivery

Rating 5 · Querétaro branch

< 2 min
to answer the survey
≤ 8
opens a follow-up case
48 h
one reminder, expires after 7 days
60 days
between surveys to the same customer
The problem

The email survey arrives late, and almost nobody answers it

If asking how it went depends on a spreadsheet and a link in an email, the answer shows up when it is no longer useful.

  1. It arrives weeks later

    By the time someone exports the list and sends the email, the customer has already forgotten the delivery and the service they received.

  2. It gets lost in the inbox

    A link to an external form competes with hundreds of emails. Few people answer, and mostly those who already had something to say.

  3. Complaints surface late

    Without a case that has a status, an unhappy customer waits weeks for someone to read their answer, if anyone does.

Dos Palomitas does the opposite. It asks in the chat where the customer already talks to your account manager, shortly after the sale closes, and turns every low rating into a follow-up case.

How it works

From closed sale to follow-up, in three steps

Everything is automatic and logged, so you always know why a customer received a survey or why they did not.

  1. 01

    A sale closes

    Your CRM, your API or an Excel file marks the opportunity as won. A cut checks the eligibility rules, and anything that does not qualify is excluded, with the reason on record.

    • Minimum amount
    • Valid Mexican mobile
    • Recorded consent
    • One survey every 60 days
  2. 02

    The survey arrives on WhatsApp

    The customer gets a message with a button and answers a native WhatsApp form. Three ratings from 1 to 10, a comment and, if they want, a shout-out to someone on your team.

    • No links or sign-in
    • Reminder after 48 hours
    • One-tap opt-out
  3. 03

    Your team follows up

    Results land in the dashboard. Any rating of 8 or below opens a follow-up case with a status, and the answers can flow back to your CRM.

    • Cases by status
    • Comments and shout-outs
    • Results back in your CRM
Inside the chat

A survey that takes under 2 minutes to answer

Customers do not open a link, sign in or download anything. It all happens inside WhatsApp, in the conversation where they already talk to your company.

  • An approved template message with a clear button to get started.
  • A native WhatsApp form with three ratings from 1 to 10.
  • A free-text comment and an optional shout-out to a team member.
  • One reminder after 48 hours and expiry after 7 days.
  • One-tap opt-out with "Stop surveys".

Illustrative example. The text, branding and questions are configured with each customer.

What your team sees

Results by brand and branch, and every complaint followed up

The dashboard brings answers, comments and follow-up cases together in one place, so leadership and customer experience look at the same data.

  • Segments

    Compare ratings across divisions, brands, branches, product families and customer types.

  • Send funnel

    How many surveys were sent, delivered and answered, and where they drop off.

  • CX cases

    Ratings of 8 or below become cases with a status, so no complaint is left without an owner.

  • Voice of the customer

    Read comments in the customer's own words and see who they recognized on your team.

See results by

  • Division
  • Brand
  • Branch
  • Product family
  • Customer type
Integrations

Connects to the system where you already close your sales

Pick the route that fits you best. They all end up in the same place and go through the same eligibility rules.

  • Salesforce

    Native connector

    A connector that reads your won opportunities every 15 minutes and, if you turn it on, writes answered surveys and follow-up cases back to your org.

  • Any CRM, via API and webhooks

    REST API

    Send each sale with a REST call and receive signed events, such as survey answered or case opened, in your system. OpenAPI specification included.

  • Excel or CSV

    No development

    Save your sheet as CSV and upload it from the dashboard. No development needed, and a good way to start while you connect your system.

A sale comes in, an event goes out

Register a won sale

POST /api/v1/sales
Authorization: Bearer dp_...
Content-Type: application/json

{
  "external_id": "OPP-1042",
  "name": "Forklift 3 t",
  "stage": "won",
  "close_date": "2026-10-08",
  "amount": 184000,
  "currency": "MXN",
  "amount_usd": 10100,
  "division": "Equipment",
  "brand": "Acme",
  "branch": "Querétaro",
  "product_family": "Forklifts",
  "customer": {
    "external_id": "ACC-77",
    "number": "C-2208",
    "name": "Industrial del Bajío"
  },
  "contacts": [
    { "name": "Marcela Ruiz", "mobile": "442 123 4567", "role": "primary" }
  ]
}

Receive the result

POST https://your-server.example/webhooks
webhook-id: msg_2Lh9...
webhook-timestamp: 1791475200
webhook-signature: v1,K5oB...

{
  "type": "survey.answered",
  "timestamp": "2026-10-08T16:00:00.000Z",
  "data": {
    "survey": { "status": "answered", ... },
    "response": { "min_score": 9, "classification": "positive", ... },
    "case": null,
    ...
  }
}

Tell us which CRM you use and in the demo we will review the shortest integration route for you.

Security and privacy

Built to message your customers with care

WhatsApp is a personal channel. That is why consent, frequency and traceability are not optional.

  • Consent and one-tap opt-out

    We only message people who agreed to receive WhatsApp messages. Every message includes "Stop surveys" and any opt-out is always respected.

  • Meta's official platform

    We send through the WhatsApp Business Platform, with Meta-approved templates and a verified WhatsApp Business number. We help you set it up.

  • No over-surveying

    The same customer and the same phone number will not receive another survey within 60 days. One reminder, and the survey expires after 7 days.

  • Full traceability

    You know what was sent, delivered, answered and excluded, with the reason behind every decision.

  • Role-based access

    Personal accounts with admin, CX or view-only roles, and passwords stored with a scrypt hash. Whoever loses access loses it immediately.

  • Your data, under your control

    We process your customers' data on behalf of your company, only to run the surveys. The credentials of your integrations and webhook secrets are stored encrypted with AES-256-GCM.

Who gets a survey

  • Minimum amount
  • The right contact
  • Valid Mexican mobile
  • Recorded consent
  • 60-day frequency

When someone is left out, the reason is on record (outside window, amount, no phone, no consent or frequency) so you can explain it.

Contact

Book a demo

Tell us how you sell and which CRM you use. We will reply by email to schedule a walkthrough with sample data.

  • We review your sales process and the eligibility rules you need.
  • We show you the WhatsApp survey and the results dashboard.
  • Together we define the next steps for your implementation.

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FAQ

What people usually ask before getting started

If your question is not here, write to us through the contact form.