Automate Review Requests and Social Proof Collection
Build a system that automatically asks satisfied customers for reviews and pipes the best ones into your marketing channels without manual work.
Download workflow config (JSON)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
Identify Your Best Moment to Ask
Use Claude to analyze your customer journey and identify the 2–3 moments of highest satisfaction, right after a win, after onboarding completion, after first value delivery.
Step 2
Write Segmented Review Request Emails
Create separate request emails for different customer types and satisfaction levels using ChatGPT. High-NPS customers get a Google/G2 review request; lower scores get a private feedback form.
Step 3
Automate the Trigger
Set up the trigger in Zapier or Make: when a customer hits a milestone in your CRM or product, send the appropriate email through your email platform.
Step 4
Monitor and Respond
Use Brand24 to monitor review sites and social channels for new mentions. Set up instant alerts for new reviews so you can respond within hours.
Step 5
Route Reviews to Your Content Pipeline
When a 4-5 star review comes in, use a Zapier automation to create a new row in your testimonial Airtable and flag it for a graphic, closing the loop automatically.
Time Required
2–3 hrs setup
Expected Result
An automated review request workflow integrated with your CRM, filtering responses by rating and routing positive ones to your testimonial library.
Related Workflows
Build an AI Lead Scoring System
Use AI to automatically qualify and score inbound leads based on your ideal customer profile, so your sales team focuses only on the highest-value prospects.
View workflowBuild a Customer Testimonial Collection System
Set up a repeatable process for requesting, formatting, and publishing customer testimonials, so your social proof library grows automatically.
View workflowSet Up HubSpot AI for Sales Pipeline Management
Configure HubSpot AI features to reduce CRM data entry, surface deal risks automatically, and generate follow-up emails from call recordings, so reps spend more time selling.
View workflow