Social proof/case study request automation

Purpose

1.1. Automate collection of social proof and case studies from asbestos testing clients post-service delivery.
1.2. Automating testimonial requests to increase response rate and feed marketing with authentic, timely stories.
1.3. Enable automated follow-ups and reminders, minimizing manual outreach efforts.
1.4. Streamline automated consent gathering for publishing reviews/case studies.
1.5. Centralize all client responses and approvals for marketing use via automation.
1.6. Automates tracking of cycles (e.g., quarterly campaigns) for continuous proof generation.
1.7. Allows automated personalization of requests to drive higher engagement.

Trigger Conditions

2.1. Automated trigger after asbestos inspection/test completion in CRM or booking system.
2.2. Trigger condition: Service ticket closed status update.
2.3. Trigger: Manual staff input ("ready for social proof request").
2.4. Trigger: Customer satisfaction survey score above threshold (e.g., 8/10).
2.5. Scheduled automation for periodic bulk case-study requests.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS-based review/case study request after job closure.
• Sample config: Trigger on CRM ‘completed’ event → Twilio SMS API → custom text template with feedback link.

3.2. SendGrid
• Feature/Setting: Automate follow-up email sequences requesting testimonials.
• Sample config: Trigger on new contact with closure tag → SendGrid mail/send API → dynamic template ID.

3.3. Mailchimp
• Feature/Setting: Automate segmented email campaigns for social proof outreach.
• Sample config: Add contact with ‘post-service’ tag to Mailchimp audience → automate journey with review CTA.

3.4. HubSpot
• Feature/Setting: Workflow automation to send survey/case study request emails.
• Sample config: Closed service ticket in CRM → HubSpot workflow → automated email with response tracking.

3.5. Salesforce
• Feature/Setting: Automate case closure flows to initiate customer feedback/case study capture.
• Sample config: Process Builder on ‘Case: Closed’ → Custom Action → automated email or SMS.

3.6. Zendesk
• Feature/Setting: Automate triggers for satisfaction survey completion → follow-up social proof ask.
• Sample config: Automation on ticket solved → Zendesk trigger → Webhook to review page/form.

3.7. Google Sheets
• Feature/Setting: Automate appending new client, service, and response data; link status tracking.
• Sample config: On feedback, webhook to Google Sheets API; row entry with client details and consent toggle.

3.8. Typeform
• Feature/Setting: Automate pre-filled case study forms linked to customer data.
• Sample config: Email with unique Typeform URL containing hidden customer fields.

3.9. Slack
• Feature/Setting: Automate staff notifications on positive review or case study received.
• Sample config: New form submission → Slack webhook → notify marketing or service teams.

3.10. Airtable
• Feature/Setting: Automate central tracking DB for all testimonial/case study requests and statuses.
• Sample config: API input for each response; automated status field (open, received, published).

3.11. ActiveCampaign
• Feature/Setting: Automate customer journey with branching follow-ups for social proof collection.
• Sample config: CRM event → ActiveCampaign automation → email/SMS review ask.

3.12. SurveyMonkey
• Feature/Setting: Automate sending satisfaction surveys with embedded case study release checkbox.
• Sample config: Job completed event → SurveyMonkey API send survey → automated results to CRM.

3.13. Pipedrive
• Feature/Setting: Automate post-win action for case study request as a deal activity.
• Sample config: Deal won → Pipedrive activity automation → email template fire.

3.14. Calendly
• Feature/Setting: Automate scheduling interview calls for in-depth case studies.
• Sample config: Email with Calendly booking link after opt-in for case study.

3.15. Zoho CRM
• Feature/Setting: Automated custom workflow to request social proof post-service delivery.
• Sample config: Workflow rule → Zoho Mail API → dynamic, personalized request.

3.16. Facebook Messenger (Meta API)
• Feature/Setting: Automate sending Messenger requests to recent clients for reviews.
• Sample config: New client flag → FB Messenger API → automated message flow.

3.17. WhatsApp Business API
• Feature/Setting: Automating WhatsApp feedback requests post-service.
• Sample config: Service completion webhook → WhatsApp API → message with response button.

3.18. Google Forms
• Feature/Setting: Automate sending unique Google Form links with pre-filled context.
• Sample config: CRM triggers → Forms API → send to client with job info.

3.19. DocuSign
• Feature/Setting: Automate sending release forms for permission to publish testimonials/case studies.
• Sample config: Consent ticked in feedback → DocuSign API → auto-send legal release.

3.20. Constant Contact
• Feature/Setting: Automate segmented email outreach for social proof collection.
• Sample config: Integration adds emails to nurture path with review request template.

3.21. Microsoft Power Automate
• Feature/Setting: Automating orchestration of multi-step review/case study request flows across systems.
• Sample config: Power Automate workflow triggers on CRM event → fires conditional actions across multiple platforms.

Benefits

4.1. Automate repetitive outreach, increasing social proof volume and speed.
4.2. Automatedly ensures timely follow-up and higher client engagement rates.
4.3. Automation provides consistent documentation and permission tracking.
4.4. Automates workflow integration, reducing manual input errors.
4.5. Enhances brand reputation with regular, authentic case study inflow via automation.
4.6. Scalable automator eliminates bottlenecks as business and client base grows.
4.7. Automated cross-channel reminder logic maximizes feedback conversion rates.