Marketing & Customer Retention AutomationPurpose
1.2. Enhance visibility of feedback, drive automated decision-making on service adjustments, and automate regular reporting to management and sales teams.
1.3. Ensure reviews are automatically gathered from emails, SMS, social platforms, online review portals, and integrated into CRM or dashboard systems for automated follow-up and marketing activities.
Trigger Conditions
2.2. Scheduled intervals (e.g., weekly/monthly) for automated pulling of new online reviews.
2.3. Customer engagement milestones (e.g., project delivery, invoice paid, specific NPS response) automate sending of review invite or feedback form.
2.4. Manual input by customer support when notable interaction is flagged.
Platform Variants
3.1. Google My Business
• Feature: Reviews API
• Setting: Automate pulling latest reviews with OAuth 2.0 access; schedule daily sync.
3.2. Trustpilot
• Feature: Invitation API
• Setting: Configure automated triggers post-order completion to send review invites.
3.3. Facebook Pages
• Feature: Graph API (Ratings/Reviews endpoint)
• Setting: Set up automated fetching and aggregation of reviews for each location.
3.4. Yelp Fusion
• Feature: Business Reviews endpoint
• Setting: Automate review collection via scheduled API calls to business ID.
3.5. Mailchimp
• Feature: Automated Customer Journeys
• Setting: Create workflow to send email review requests after service completion.
3.6. Twilio SMS
• Feature: Messaging API
• Setting: Configure automated SMS with review link after order dispatch.
3.7. Zendesk
• Feature: Triggers & Automations
• Setting: Activate automated follow-up emails for review collection upon ticket closure.
3.8. SurveyMonkey
• Feature: Webhooks
• Setting: Automate data extraction from feedback surveys to aggregate reviews.
3.9. Typeform
• Feature: Webhooks/Integrations
• Setting: Automatically route completed feedback forms to central aggregation system.
3.10. Zapier
• Feature: Multi-step Zaps
• Setting: Configure cross-platform automation for review data consolidation.
3.11. Integromat (Make)
• Feature: Scenario Automation
• Setting: Set up automated data pipes from survey forms to CRM.
3.12. Slack
• Feature: Incoming Webhooks
• Setting: Automate notifications to internal channels upon new review receipt.
3.13. HubSpot
• Feature: Workflows/API
• Setting: Automated ingestion and tagging of review content per account.
3.14. Salesforce
• Feature: Workflow Rules
• Setting: Automate creation of review-related tasks/opportunities for account managers.
3.15. Sprout Social
• Feature: Review Monitoring
• Setting: Automate aggregation of social reviews with report generation.
3.16. Microsoft Power Automate
• Feature: Automated Flows
• Setting: Schedule API review extractions and send to SharePoint/Teams.
3.17. Google Forms
• Feature: Form Submissions
• Setting: Trigger review request email upon form completion; automate data sync to Sheets.
3.18. Freshdesk
• Feature: Automations
• Setting: Route post-interaction surveys automatically to customer.
3.19. Shopify
• Feature: Scripted Customer Emails
• Setting: Automate post-purchase review email flows.
3.20. AirTable
• Feature: Automations
• Setting: Schedule automated pulls from APIs and aggregate reviews in a database.
Benefits
4.2. Ensures unified, real-time aggregation of reviews from diverse sources for transparent analytics.
4.3. Automates timely response by customer service or marketing upon negative feedback.
4.4. Drives automated marketing campaigns based on review sentiment analysis.
4.5. Improves customer retention by automating personalized follow-ups and recognition of loyal customers.
4.6. Supports regulatory compliance by automated archiving and tracking all feedback data.
4.7. Boosts SEO and digital presence by automated population of positive reviews on relevant channels.