Customer review and testimonial requests

Purpose

1. Automate requesting customer reviews and testimonials post service completion for asbestos testing services.

2. Automated workflows ensure timely, consistent, and brand-aligned follow-up with all clients.

3. Automating feedback requests maximizes positive responses, streamlines reputation management, and closes communication loops with clients.

4. Automation enables ongoing quality improvement by collecting, organizing, and analyzing testimonials without manual intervention.

Trigger Conditions

1. Service completion marked in CRM or job management software.

2. X days after client appointment marked as completed.

3. Invoice paid status automatedly detected in accounting system.

4. Client flagged as “satisfied” or “neutral” in customer communication history.

5. Manual trigger by staff for exceptional cases via web form automation.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated SMS; configure Messaging API to send templated review requests to client’s phone number upon trigger event.
  

2. SendGrid

• Feature/Setting: Automated email; use SendGrid’s Transactional Template API to dispatch branded email review requests.
  

3. Mailchimp

• Feature/Setting: Automate journey with Customer Journeys feature to send review request emails after segmenting by appointment completion date.
  

4. Gmail API

• Feature/Setting: Automate sending personalized review request emails automatically via batchSend endpoint upon CRM status change.
  

5. Microsoft Outlook API

• Feature/Setting: Automate dispatch of review request emails using sendMail endpoint, triggered by MS Power Automate webhook.
  

6. Slack

• Feature/Setting: Automate direct message or reminder in #customers channel using chat.postMessage API when a new review opportunity is available.
  

7. HubSpot

• Feature/Setting: Automated workflow to send review request via Marketing Emails tool; trigger on deal/appointment property update.
  

8. Salesforce

• Feature/Setting: Automate review requests through Process Builder + Email Alerts upon stage "Job Completed".
  

9. ActiveCampaign

• Feature/Setting: Automate automation sequence to send review widget/form via automated campaign after service tag applied.
  

10. Zoho CRM

• Feature/Setting: Automated workflow rule to trigger review request email via Zoho Mail when Job Status changes to “Completed”.
  

11. Pipedrive

• Feature/Setting: Automate action using Workflow Automations to send templated email/SMS when a deal is won/completed.
  

12. Google Sheets

• Feature/Setting: Automate new review request row appended, triggering App Script to send review request email/SMS via integration.
  

13. Google Forms

• Feature/Setting: Automate personalized review form link generation and automated email delivery post-service.
  

14. SurveyMonkey

• Feature/Setting: Automate sending post-service survey/review link using SurveyMonkey API or webhooks on CRM event.
  

15. Zendesk

• Feature/Setting: Automate follow-up ticket creation or macro action to email review request when ticket is marked solved.
  

16. Intercom

• Feature/Setting: Automate in-app or email message using Event Trigger Automation after X days from status “serviced”.
  

17. Typeform

• Feature/Setting: Automate sending unique testimonial form link via automated email/SMS using Typeform API upon appointment close.
  

18. ClickSend

• Feature/Setting: Automate SMS batch sending for review requests via transactional SMS API on job completion webhook.
  

19. WhatsApp Business API

• Feature/Setting: Automate sending templated WhatsApp message requesting a review using the sendMessage endpoint post-completion.
  

20. Facebook Messenger API

• Feature/Setting: Automate automated review request via automated Messenger message using send API following service marked complete.
  

21. Constant Contact

• Feature/Setting: Automate automated email campaign for review requests triggered by CRM contact update event.
  

22. Monday.com

• Feature/Setting: Automate board automation to send integrated review survey link via email/SMS when item status is “done”.
  

23. QuickBooks Online

• Feature/Setting: Automate review request email once invoice marked as paid using QuickBooks workflows and email extension.
  

24. Calendly

• Feature/Setting: Automate post-appointment workflow to send review request when event is marked as completed.
  

Benefits

1. Automates the tedious process of collecting customer feedback and testimonials.

2. Increases testimonial conversion rates through timely, automated, and personalized outreach.

3. Enhances business reputation by automating positive review acquisition and response collection.

4. Saves time and reduces operational overhead with end-to-end automated flows.

5. Enables scalable, trackable, and repeatable automation for client feedback cycles.

6. Integrates automated testimonial collection seamlessly with existing business software.

7. Empowers continuous improvement with auto-organized review data for analytics and reporting.