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Review request automation to Google/other platforms

Purpose

1. Automate sending review requests to customers after service completion, aiming to increase online ratings.

2. Strengthen customer relationship management by automating follow-up communications.

3. Support business growth by collecting authentic reviews on Google and other platforms via automated workflows.

4. Minimize manual effort in review solicitation and tracking using advanced automation techniques.

5. Ensure consistent, timely, and automatable engagement with every qualified customer.

6. Integrate the automator with invoicing, CRM, or POS systems to trigger the review request automation seamlessly.


Trigger Conditions

1. Automatedly trigger upon service completion marked in CRM or POS.

2. Automate when invoice is paid or job is closed.

3. Automate on updating customer status to “Completed” in scheduling software.

4. Automator triggered via API webhook from service app or customer management portal.

5. Automatedly fire after X hours/days once the electrical repair job is marked done.


Platform Variants (for each, the required feature/setting and a sample of how to automate review requests)

1. Twilio SMS

• Feature/Setting: SMS Messaging API; content includes automated review link, e.g. “Please review your service: [link]”

2. SendGrid

• Feature/Setting: Transactional Email API; automatedly generates personalized email with Google review call-to-action

3. Gmail API

• Feature/Setting: Automated message sending via users.send endpoint; craft branded email soliciting reviews

4. Outlook Graph API

• Feature/Setting: Automated mail send; post-service template with review URL

5. Facebook Messenger Platform

• Feature/Setting: Messenger Send API; deliver automation-driven review appeal through Messenger chat

6. WhatsApp Business API

• Feature/Setting: Automated message template with direct review link; triggers post-job completion

7. Slack

• Feature/Setting: Automated reminders/post requests to customers or internal staff for follow-up

8. Zapier Webhooks

• Feature/Setting: Outbound webhook to third-party review aggregator after service closes; automates customer selection

9. HubSpot

• Feature/Setting: Automated workflow to trigger email/SMS review request upon ticket close

10. Salesforce

• Feature/Setting: Process Builder/Flow to automate post-service review triggers using Email or SMS function

11. Mailchimp

• Feature/Setting: Automated email campaign with dynamic content for post-service feedback

12. ActiveCampaign

• Feature/Setting: Automates series of follow-up messages seeking reviews over time

13. Google Forms

• Feature/Setting: Auto-generate unique feedback form links post-service

14. Podium

• Feature/Setting: Automated review invite workflow, sending to Google, Facebook, etc.

15. Reputation.com

• Feature/Setting: Post-interaction automation to gather and route reviews

16. Birdeye

• Feature/Setting: Automates review solicitations based on customer event triggers

17. Trustpilot Business

• Feature/Setting: Automated invitation trigger via API on service completion

18. Zendesk

• Feature/Setting: Automation triggers via Ticket automator post-resolution, embeds review link

19. Freshdesk

• Feature/Setting: Scenario automations, trigger feedback requests after ticket closes

20. Intercom

• Feature/Setting: Automated chat/email review request after support session ends

21. SurveyMonkey

• Feature/Setting: API-invoked survey with automation to route respondents to Google/other review sites

22. Klaviyo

• Feature/Setting: Automated post-service flow, personalized review solicitation email or SMS

23. Shopify Flow

• Feature/Setting: Automates custom email or notification with review requests after service order fulfillment

Benefits

1. Automates consistent review solicitation, maximizing response rates.

2. Reduces staff time spent on repetitive outreach through full automation.

3. Improves Google and third-party ratings by automating follow-ups.

4. Enables scalable growth through workflow automation and data-driven reminders.

5. Increases customer engagement by automating personalized requests.

6. Provides measurable analytics on open, click, and submit rates, supporting further automation optimization.

7. Ensures every customer touchpoint is automatable and timely.

8. Leverages advanced automator logic to manage review requests based on complex business rules.

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