Did you know you can automate the collection of reviews and testimonials with Trustmary?
In our pro plans you can also collect and measure the Net Promoter Score and many other feedback metrics.
Let's see how it works!
CRM and Trustmary make the dream come true
Automations work best if you connect Trustmary to your CRM system.
With this, you can use CRM workflow activities as a baseline for automations.
With integrations, you can automatically move contacts from CRM to kazakhstan phone number list Trustmary and send automated feedback surveys and review forms.
You can then send the review information to your CRM for future reference.
Of course, you can also use reviews on your website.
We tell you how to automate review collection in 5 steps.
Step 1: Integrate Trustmary into the system of your choice
The first step is to connect Trustmary to the CRM system of your choice.
We offer 4 main integrations:
1. Hubspot
2. Pipedrive
3. Zapier
4. API
You can find more detailed instructions for performing the integrations in the links above.
Once you have seen this, you can move on to the next part.
Step 2: Set up triggers in CRM
In your CRM system, decide which trigger events move a contact to a specific list in Trustmary.
You may want to use automations to send feedback surveys in the following situations:
Regularly for all customers. In this case, you send the contact to a contact list after they become your customer.
After specific touchpoints in the customer journey. Send to the contact list after a follow-up meeting, phone call, repurchase, or any important activity in the customer journey and your CRM workflow.
See additional tips on how to create such triggers in Pipedrive (you can use this information for other systems as well).
In our example case, we want to create an automated review request survey that is sent to the client after a follow-up meeting.
In CRM, use the “follow-up meeting” as a trigger to move the contact to a dedicated contact list.
Step 3: Create an automation within Trustmary
In the previous step, you worked in the CRM and transferred the contacts to a contact list in Trustmary.
Now you need to create the automation to collect reviews by setting up triggers for the contact list within Trustmary.
Start by going to the Automation tab and clicking Create New .
automated review gathering flows
Give your automation a name and move on to the automation editor section.
set up automation to gather reviews
In this section, you can create new steps and messages for your automation.
choose a trigger to send testimonial form
create a step to set automation