Gathering and publishing reviews/testimonials from clients post-transaction

Purpose

1.1. Automate the process of gathering and publishing client reviews/testimonials post-transaction for art dealers to enhance credibility, increase conversion rates, and build online reputation.
1.2. Automates post-sale outreach, collection, moderation, and publication across multiple channels, ensuring professional brand representation and regular marketing content.
1.3. Enables automated routing of feedback to the appropriate platforms and ensures testimonials reach targeted audiences, supporting ongoing marketing automation, customer trust, and search engine optimization.

Trigger Conditions

2.1. Automated trigger upon completion of a transaction or delivery confirmation in the CRM or POS.
2.2. Trigger based on specific time delays after the transaction (e.g., 3 days post-sale).
2.3. Manual trigger by sales team via CRM flagging when specific clients are identified for follow-up.
2.4. API webhook trigger from logistics partner confirming artwork delivery.

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate post-transaction review requests using Process Builder & Flow to trigger after status change.
3.2. HubSpot
• Feature/Setting: Configure Workflow automation to trigger post-sale sequence for review collection via email or SMS.
3.3. Pipedrive
• Feature/Setting: Automation—setup Deal Stage trigger to send templated feedback request email.
3.4. Twilio
• Feature/Setting: Messaging API—set automated SMS with survey link for testimonial collection.
3.5. SendGrid
• Feature/Setting: Marketing Campaigns API—automate email requests for reviews with personalization.
3.6. Google Forms
• Feature/Setting: Automated form sharing via unique links post-transaction through Google Forms API.
3.7. Typeform
• Feature/Setting: Collect responses automatically and push them to CRM integrations with Typeform API.
3.8. Mailchimp
• Feature/Setting: Customer Journey builder—automate review request campaigns after purchase.
3.9. Zendesk
• Feature/Setting: Automate satisfaction survey post-ticket close via Trigger automation.
3.10. SurveyMonkey
• Feature/Setting: Webhook/API integration to trigger survey distribution post-sale.
3.11. Trustpilot
• Feature/Setting: Invitation API—automates sending review invites after each completed sale.
3.12. Yotpo
• Feature/Setting: Automated post-purchase review request via Yotpo Review Requests API.
3.13. Slack
• Feature/Setting: Incoming Webhooks—automate notification to marketing when a new testimonial is collected.
3.14. Monday.com
• Feature/Setting: Automate item creation in testimonial board from survey platform API response.
3.15. Notion
• Feature/Setting: Database API—automate testimonial entries into Notion workspace.
3.16. Trello
• Feature/Setting: Automated card creation via webhooks for new client feedback requiring moderation.
3.17. WordPress
• Feature/Setting: REST API—automate publishing verified testimonials directly on testimonial pages.
3.18. Google My Business
• Feature/Setting: Place a direct automated review link in follow-up message using API.
3.19. Facebook Pages
• Feature/Setting: Automate testimonial posting using Graph API for published reviews.
3.20. Instagram
• Feature/Setting: Content Publishing API—automate sharing of select testimonials as posts/stories.
3.21. Zapier
• Feature/Setting: Use multi-step automations to move verified testimonials from collection to publication flows.
3.22. Airtable
• Feature/Setting: API automates storing, classifying, and approving testimonial content.

Benefits

4.1. Reduces manual workload through end-to-end automation, accelerating feedback cycle.
4.2. Ensures consistent, timely client outreach and increases testimonial collection rate.
4.3. Automates distribution and publishing, improving brand visibility and trust.
4.4. Enables scalable multi-channel testimonial marketing strategy.
4.5. Centralizes testimonial management for compliance and quality control via automatable workflows.