Marketing & Lead ManagementPurpose
1.2. Ensure customers receive automated, timely requests for reviews after service delivery, maximizing the likelihood of 5-star ratings.
1.3. Automate tracking of review requests and follow-up automations for non-responders, closing the loop via multi-channel communication.
1.4. Centralize review management with automated updates, analytics, and reporting for marketing and lead management.
Trigger Conditions
2.2. Can be triggered by invoice paid event or a work order status changed to “Complete.”
2.3. New entry in customer feedback form or dispatch closeout form completes the automation trigger.
2.4. Integration event from phone system (e.g., call outcome logged as "job complete").
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; configure to send templated review request message with Google review link.
• Sample: /2010-04-01/Accounts/{AccountSid}/Messages.json
3.2. SendGrid
• Feature/Setting: Email Automation; set automated review request campaign with dynamic customer fields.
• Sample: Send POST to /v3/mail/send with review link.
3.3. HubSpot
• Feature/Setting: Workflow Automation; trigger review solicitation sequence on ticket close.
• Sample: CRM "Deal Closed" workflow → Send email/SMS.
3.4. Salesforce
• Feature/Setting: Process Builder; set to dispatch Google review email or SMS when case is marked complete.
• Sample: Object = Case; Criteria = Status changed; Action = Send email.
3.5. Zoho CRM
• Feature/Setting: Blueprint Automation; configure review follow-up once task is completed.
• Sample: On task status update, invoke send_mail API.
3.6. Mailchimp
• Feature/Setting: Automate drip campaign with review request template after service.
• Sample: Automation → "Customer Thank You" workflow.
3.7. Google Sheets
• Feature/Setting: Script automation; automatically log sent review requests and responses via Apps Script triggers.
• Sample: OnEdit trigger → call external API.
3.8. ActiveCampaign
• Feature/Setting: Automated sequence after contact tag "job completed."
• Sample: Tag-based automation triggers review solicitation.
3.9. Intercom
• Feature/Setting: Automated in-app message or email post-service, triggered by event.
• Sample: Custom event triggers auto-message.
3.10. Pipedrive
• Feature/Setting: Workflow automation after deal moved to "won."
• Sample: Deal “won” triggers review request via SMS/email integration.
3.11. Slack
• Feature/Setting: Automated bot posts message with review link to customer channel.
• Sample: Slack API chat.postMessage.
3.12. Zendesk
• Feature/Setting: Ticket closure triggers automated follow-up containing review link.
• Sample: Trigger → Ticket is Closed → Notify requester via email.
3.13. Gmail
• Feature/Setting: Automated email draft/send with Apps Script or Gmail add-on when job marked done.
• Sample: Script triggers mailApp.sendEmail.
3.14. Microsoft Power Automate
• Feature/Setting: Flow automates, based on SharePoint or Dynamics event, sending review solicitation email/SMS.
• Sample: Trigger on list change → Send email action.
3.15. Monday.com
• Feature/Setting: Automate board updates to email review request upon status change.
• Sample: Status = "Done", then send email.
3.16. Airtable
• Feature/Setting: Automation on record update; send review link via mail or SMS integration.
• Sample: On Update trigger → call Twilio/SendGrid API.
3.17. Calendly
• Feature/Setting: Automated follow-up email integrated post-appointment.
• Sample: Event ended → Send custom review email.
3.18. ClickSend
• Feature/Setting: Automated SMS or email with review link triggered via API webhook post-service.
• Sample: POST /v3/sms/send with templated message.
3.19. WhatsApp Business API
• Feature/Setting: Automated message campaign to customers with review solicitation after work order completion.
• Sample: Send message with review link to customer number.
3.20. Shopify
• Feature/Setting: Order fulfilled webhooks trigger automated review request email or SMS for services/products.
• Sample: Order Fulfillment event → Automated email/SMS flow.
3.21. DocuSign
• Feature/Setting: Completion of e-doc triggers follow-up email/SMS for review solicitation.
• Sample: Envelope Complete event → trigger follow-up email.
Benefits
4.2. Automatedly increase review volume, enhancing trust, SEO ranking, and local visibility.
4.3. Automation creates scalable, trackable feedback generation and reporting.
4.4. Automates customer engagement; enables automated reminders for higher review conversion rates.
4.5. Minimizes human errors; automating in workflow platforms ensures each customer is targeted appropriately.
4.6. Automatable variations enable multi-channel review solicitation, maximizing customer response.
4.7. Automator logic supports custom schedules, escalations, and integration with broader marketing automation stacks.