Sales, Marketing, and Client CommunicationPurpose
1.2. Automatedly curate, review, and format feedback into case studies or testimonials for publication across sales channels, marketing assets, the website, and social platforms.
1.3. Enable automated notifications and publishing workflows for fresh, authentic social proof, strengthening credibility and fostering trust.
1.4. Automator ensures compliance controls, internal approvals, and brand voice consistency for published content in the architecture design sector.
Trigger Conditions
2.2. Positive Net Promoter Score (NPS) recorded via automated survey.
2.3. Automated email response with testimonial form returned.
2.4. Manual submission by client using website form or client portal.
2.5. Social media or review site mention identified by automation.
2.6. Scheduled post-project follow-up via automating sequences.
Platform Variants
• Feature/Setting: Use Flow Builder for automated survey dispatch and web-to-case for inbound testimonial submissions.
3.2. HubSpot
• Feature/Setting: Workflow automation for follow-up emails, form collection, and auto-sync to CMS testimonials section.
3.3. Zapier
• Feature/Setting: Multi-step Zaps for auto-pulling in JotForm/Typeform responses and Google Sheets export/import.
3.4. Make (Integromat)
• Feature/Setting: Scenario to monitor project management tool and automate testimonial request and publishing steps.
3.5. ActiveCampaign
• Feature/Setting: Automate personalized outreach and gather feedback using automating email sequences linked to tags.
3.6. Google Forms
• Feature/Setting: Auto-send forms post-milestone and automate aggregation of responses into Sheets.
3.7. JotForm
• Feature/Setting: Webhook trigger on submission to automate approvals and publishing workflow.
3.8. Typeform
• Feature/Setting: Automate testimonial collection with logic jumps, API results push to CMS.
3.9. Airtable
• Feature/Setting: Automated entry creation from submitted forms; webhook or scripting block for publishing sync.
3.10. Monday.com
• Feature/Setting: Automate status change triggers for generating feedback requests and content publish approval.
3.11. Asana
• Feature/Setting: Automate task creation on testimonial submission with due dates and review workflow.
3.12. Slack
• Feature/Setting: Automated notification to marketing channels when new testimonial is received for review.
3.13. Trello
• Feature/Setting: Automation (Butler) to create and move cards when new testimonials are gathered.
3.14. Mailchimp
• Feature/Setting: Automated email templates for feedback requests and case study announcements to subscribers.
3.15. SurveyMonkey
• Feature/Setting: Automate sending feedback surveys post-project, collect, and analyze testimonials for publishing.
3.16. WordPress
• Feature/Setting: REST API to automate posting testimonials as drafts or live posts on specific landing pages.
3.17. Notion
• Feature/Setting: Automate database updates for testimonials with integration to website publishing.
3.18. Intercom
• Feature/Setting: Automated in-app messages and triggers for clients to submit feedback or testimonials.
3.19. Hootsuite
• Feature/Setting: Automator schedules and posts selected case studies to multiple social channels.
3.20. LinkedIn API
• Feature/Setting: Automatedly publish or schedule posts with approved testimonials to company page.
3.21. Facebook Graph API
• Feature/Setting: Automation for posting case study updates and new testimonials to targeted groups/pages.
3.22. Google My Business API
• Feature/Setting: Automate requesting client reviews and posting select testimonials as updates.
Benefits
4.2. Automation minimizes human error and enforces consistent messaging and branding.
4.3. Automating feedback requests increases volume and quality of client testimonials, fueling social proof.
4.4. Automated publication delivers SEO and sales advantages by keeping company assets fresh and relevant.
4.5. Automator enables scalability in marketing operations for design practitioners in architecture.