Review and referral requests arrive through email, web forms, social media, and direct messages, forcing the marketing team to monitor multiple channels and manually sort each submission. This scattered approach causes delays, missed high-value referrals, and inconsistent follow-up.
Automation captures all incoming requests in one place, categorizes them by type and priority, routes them to the right team member, and logs everything in the CRM. The result is faster response times and higher conversion of referrals into new business.
The full workflow, from trigger to completion.
Automation monitors,, and other channels for new reviews, referrals, and testimonials. All requests are collected in a single queue.
The automation reads the request content and automatically assigns a type (review, referral, testimonial, complaint) and priority level based on keywords and urgency signals.
Automation creates a new contact or deal with all request details, category, priority, and source channel. Existing customers are linked to their record.
Automation sends a notification to the assigned owner (sales for referrals, content for testimonials, customer success for complaints) with a direct link.
Automation sends a templated thank-you email to the customer confirming receipt and setting expectations for follow-up.
Automation appends the request details to a Google Sheet for reporting, analytics, and audit trail purposes.
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