Question 1

What manual work can I automate by connecting Review Harvest to other tools?

Accepted Answer

You can automate the process of sending review requests to contacts after specific events or conditions are met in your other business systems. For example, you can trigger Review Harvest to automatically send review invitations when a contact reaches a certain status in your CRM or after a transaction is recorded in your accounting software. This eliminates manual review request outreach and keeps the process running without ongoing intervention.

Question 2

How does data flow between Review Harvest and my other business tools?

Accepted Answer

When you connect Review Harvest to another platform, contact information and review request details typically flow out from your source system into Review Harvest. Review Harvest may also send review data back to your connected tools, such as review ratings or submission status. The specific data available for mapping depends on Review Harvest's integration capabilities and what fields your connected application exposes.

Question 3

What common issues should I watch for when automating with Review Harvest?

Accepted Answer

A frequent problem is sending duplicate review requests to the same contact because workflow triggers fire multiple times or contact deduplication is not set up properly. Another gotcha is that contacts without valid email addresses or phone numbers may fail to receive requests silently. Additionally, if your contact data contains incomplete or improperly formatted information, Review Harvest may not successfully process those records, resulting in gaps in your review collection efforts.

Question 4

How should I organize my contact data in Review Harvest for reliable automations?

Accepted Answer

Ensure your contact records have complete and accurate contact information, such as verified email addresses or phone numbers, before they enter Review Harvest through automation. Set up clear criteria for which contacts should receive review requests, avoiding overlap or duplication from multiple workflow triggers. If you manage contacts across multiple systems, establish a single source of truth for contact details so that automations reference consistent, up-to-date information.

Automate the manual work in Review Harvest

Review Harvest by the numbers

Top 5 Review Harvest friction points when done manually

Manually copying Review Harvest ratings into spreadsheets

Chasing down Review Harvest data across locations

Responding to Review Harvest alerts without workflow

Reconciling Review Harvest with your CRM records

Exporting Review Harvest reports for stakeholders

What you can automate in Review Harvest

Send review requests in Review Harvest for new completed jobs in Housecall Pro

Send review requests in Review Harvest for new fulfilled orders in Shopify

Send review requests in Review Harvest for new invoices in Square

Send review requests in Review Harvest for new paid invoices in QuickBooks Online

Send review requests in Review Harvest when jobs are closed in Jobber

Send review requests in Review Harvest when new projects are labeled in CompanyCam

Tools commonly connected to Review Harvest

Review Harvest Automation questions

Ready to automate your work in Review Harvest?