Gathering and curating client testimonials for publishing

Purpose

1.1. Automate the collection, curation, and publishing of client testimonials to increase trust, showcase work quality, boost local SEO, and grow the client base.
1.2. Streamline feedback gathering after service completion (onsite, online, or remote), organize testimonials with client consent, and distribute them across marketing channels for reputation enhancement.
1.3. Ensure compliance with privacy regulations and gain automated approvals before public sharing.

Trigger Conditions

2.1. Job marked as completed in CRM or project management system.
2.2. Periodic check (e.g., weekly, monthly) for recent service completions.
2.3. Manual “request testimonial” button pressed by staff.
2.4. Customer payment received in accounting software.
2.5. NPS or satisfaction survey submitted.

Platform Variants

3.1. Twilio API
• SMS: Auto-send testimonial requests post-service; configure with account SID/auth token, to/from numbers, and template message.
3.2. SendGrid
• Email API: Dispatch feedback forms post-job; API key, sender, HTML template with feedback link.
3.3. Google Forms
• Forms API: Generate unique survey links; configure on new spreadsheet entry with prefilled data.
3.4. Typeform API
• Response Webhook: Route filled testimonials to CRM; setup webhook URL and form field mapping.
3.5. Jotform
• Email Autoresponder: Send custom thank you and testimonial request; use post-submission triggers.
3.6. HubSpot
• Workflow Automation: Schedule follow-ups for feedback; set triggers for “service complete” property.
3.7. Salesforce
• Process Builder: Trigger testimonial requests on closed-won opportunities; map contact email/phone.
3.8. Zoho CRM
• Workflow Rules: Emails/SMS when milestone is updated to “completed”; configure field criteria/actions.
3.9. Mailchimp
• Automated Customer Journeys: Post-purchase sequence enrollment; connect e-commerce/store.
3.10. SurveyMonkey
• Collect API: Auto-send forms; configure via webhook with client email/mobile merge fields.
3.11. Airtable
• Automations: Add testimonials to “published” table when status marked as approved; set record trigger.
3.12. Monday.com
• Integration: Trigger testimonial collection tasks post-item status “Done”; link with email plugin.
3.13. Slack
• Incoming Webhooks: Notify marketing when new testimonial is collected; channel webhook URL.
3.14. Google Sheets
• Apps Script: Append, format, and categorize submissions; schedule scripts for curation process.
3.15. Facebook Graph API
• Reviews endpoint: Automatically respond/request for public reviews; use page access token, review post fields.
3.16. Instagram Basic Display API
• DM automation: Inform clients sharing experience via DM; send template, collect approval, extract testimonial.
3.17. LinkedIn API
• Share API: Publish curated testimonials as posts; configure access token, post template from curated data.
3.18. WordPress REST API
• Posts endpoint: Publish testimonials as custom post type; OAuth token, post content/body.
3.19. Zendesk
• Triggers: Send satisfaction survey after support ticket closure; setup trigger, email template, link to form.
3.20. Notion API
• Databases: Store/organize testimonials for review; API key, database ID, property mapping.
3.21. Pipedrive
• Workflow Automation: Send testimonial request email on deal won; configure workflow automation.
3.22. Intercom
• Message Automation: Trigger in-app/auto-message asking for testimonial after service chat closes.

Benefits

4.1. Increased testimonial volume and authenticity by systematic outreach.
4.2. Rapid curation, categorization, and publishing cuts manual work.
4.3. Broad distribution across digital channels increases visibility.
4.4. Automated capture of client consent supports compliance.
4.5. Enhanced reputation management and higher potential for referral leads.
4.6. Analytics inform which channels and formats yield best testimonials.
4.7. Staff time saved for more value-driven activities.