Review requests after completed sales/projects

Purpose

1 Automate the process of sending review requests to customers after the completion of sales, installations, or flooring projects to enhance online reputation, gather feedback, and increase customer engagement.

2 Ensures automated and timely communication with clients, improves brand trust, supports digital marketing, provides actionable insight for service improvement, and boosts search rankings.

3 Encourages customers to leave positive reviews on platforms relevant to the flooring industry and retail sector by streamlining follow-up communications.

Trigger Conditions

1 Automatedly triggered when a project is marked “complete” in a CRM, POS, or project management system.

2 Trigger when a final invoice is paid or upon status change in a job tracking tool.

3 Manual override for special cases where automation should pause or escalate.

Platform Variants

1 Twilio SMS

• Feature/Setting: Automate SMS messages using Twilio’s “Programmable Messaging” API; configure to send text with review link post-completion.
  

2 SendGrid

• Feature/Setting: Automate email requests using SendGrid’s “Transactional Email” API post-sales; personalize with customer/project data.
  

3 Mailchimp

• Feature/Setting: Automate email drip campaigns using “Customer Journeys” and triggers based on completion tags in contact lists.
  

4 HubSpot

• Feature/Setting: Automate workflows using “Workflows” and “Deal Stage” triggers; send review invite based on deal status.
  

5 Salesforce

• Feature/Setting: Automate review requests via “Process Builder” or “Flow Builder”; connect with case or opportunity close events.
  

6 WhatsApp Business API

• Feature/Setting: Automate WhatsApp follow-ups using the “Messages” endpoint; schedule review prompts post-completion.
  

7 Zendesk

• Feature/Setting: Automate messaging using “Automations”; trigger satisfaction survey when ticket status moves to “Closed”.
  

8 Google Reviews API (via third-party)

• Feature/Setting: Automate sending a Google Review link using email/SMS once the project is marked complete.
  

9 Slack

• Feature/Setting: Automate Slack notifications to customer success reps when automation fails or needs manual review.
  

10 Zoho CRM

• Feature/Setting: Automate review requests through “Workflow Rules” on deal or project closure.
  

11 ActiveCampaign

• Feature/Setting: Automate review invite campaigns using “Automations” triggered by CRM actions.
  

12 Shopify

• Feature/Setting: Automate review email after order fulfillment using “Flow” app triggers.
  

13 Monday.com

• Feature/Setting: Automate notifications or task assignment for review requests via “Automations” post-project status update.
  

14 Airtable

• Feature/Setting: Automate email or SMS review prompts when a record changes status with “Automations”.
  

15 Typeform

• Feature/Setting: Automate custom survey sending via “Webhooks” or integration trigger after project closes.
  

16 QuickBooks

• Feature/Setting: Automate email review links via “App Integration” when invoice status is set to paid.
  

17 Pipedrive

• Feature/Setting: Automate sending review requests using “Workflow Automation” after deal marked as won.
  

18 Trello

• Feature/Setting: Automate follow-up card creation or email via “Butler” automation on list movement to “Complete”.
  

19 Freshdesk

• Feature/Setting: Automate satisfaction survey as ticket is resolved using “Automation Rules”.
  

20 Intercom

• Feature/Setting: Automate in-app messages or emails using “Outbound Messages” post-support interaction.
  

21 Jobber

• Feature/Setting: Automate review email/sms upon job completion via “Client Communication” settings.
  

22 WooCommerce

• Feature/Setting: Automate review invite emails post order status “Completed” with “Follow-Ups” plugin.
  

23 Mailjet

• Feature/Setting: Automate personalized review requests with “Transactional Email API” on order or project close.
  

24 Microsoft Power Automate

• Feature/Setting: Automate cross-platform flows to trigger review requests from CRM/project management tools.
  

Benefits

1 Speeds up review collection and automates post-project engagement.

2 Increases the number of positive online reviews and reputation through automated outreach.

3 Reduces manual follow-up effort, saving marketing and sales team resources.

4 Ensures no customer is missed, as automation covers every completed transaction.

5 Provides measurable reporting on review request success rates through automation dashboards.

6 Facilitates scalable marketing automation for growing flooring store chains.