Question 1

What manual work can I automate when using SoTellUs to collect reviews?

Accepted Answer

You can automate the process of routing video reviews to other systems once they are submitted, such as sending them to your CRM, email platform, or data warehouse for storage and analysis. You can also automate notifications to your team when new reviews arrive, or trigger follow-up actions based on review content or sentiment. This eliminates manual copying, pasting, and data entry after reviews are collected.

Question 2

How does data move between SoTellUs and other business tools?

Accepted Answer

SoTellUs can export review data (metadata, transcripts, timestamps, and review attributes) to connected platforms via API or webhook integrations. When a new review is submitted to SoTellUs, that data can be pushed automatically to downstream tools like spreadsheets, databases, or customer platforms. This allows review information to flow into your existing workflows without manual intervention.

Question 3

What common issues arise when automating SoTellUs workflows?

Accepted Answer

Automations can fail if review data is incomplete or formatted differently than expected, particularly if video metadata or custom fields are missing from the submission. Timing issues may occur if automations trigger before SoTellUs finishes processing the video or extracting transcript data. Additionally, API rate limits or connectivity delays between SoTellUs and connected tools can cause data to arrive late or not at all in downstream systems.

Question 4

How should I set up SoTellUs to make automations work reliably?

Accepted Answer

Configure all required fields and validation rules in your SoTellUs collection forms to ensure consistent data quality before automation begins. Map all custom fields and metadata fields clearly in SoTellUs so they are available and recognizable to the tools you connect to it. Test your automation with sample submissions first to confirm that all data points flow correctly and that timing between systems works as expected before going live.

Automate the manual work in SoTellUs

SoTellUs by the numbers

Top 5 SoTellUs friction points when done manually

SoTellUs feedback stuck in email threads

Manually copying SoTellUs responses into records

SoTellUs data delays action on complaints

Searching SoTellUs feedback across platforms

SoTellUs survey trends require manual counting

What you can automate in SoTellUs

Create and update LeadConnector contacts from new SoTellUs leads

Create invitation to review in SoTellUs when new pipeline stages change in LeadConnector

Create SoTellUs review invites for new ActiveCampaign contacts added to a list

Create SoTellUs review invites for new Credit Repair Cloud invoices

Create SoTellUs review invites for new or updated ActiveCampaign contacts

Create SoTellUs review invites from new Pipedrive activities

Tools commonly connected to SoTellUs

SoTellUs Automation questions

Ready to automate your work in SoTellUs?