Copilot CRM + Google Business Profile

Copilot CRM + Google Business Profile integrations

Manage new Google Business Profile reviews by creating to-dos in Copilot CRM

Keep track of reviews in your Google Business Profile and prioritize tasks effectively with this automation. Whenever a new review is posted on your Google Business Profile, a corresponding to-do will be instantly created in your Copilot CRM, ensuring you stay updated and responsive to all customer feedback. This streamlines your customer management and aids efficient workflow.

When this happens...
New ReviewTriggers when a new review is created.
TriggerInstant
automatically do this!
Create To-DoCreates a to-do item
ActionWrite

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More things you can do with Google Business Profile and Copilot CRM

Discover other triggers and actions you can use with Google Business Profile and Copilot CRM

- Account
- Location
  Required
Trigger
Instant
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- Review_name
  Required
- Your Reply
  Required
Action
Write
Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
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New Property
Triggers when a new property is added.
Trigger
Polling
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write
- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

- Location
  Required
- Summary
  Required
- Topic Type
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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Related categories

Sales & CRM

About Google Business Profile

Google Business Profile is a platform for businesses to create a Business Profile on Google to help them reach and engage with local customers across Google Search and Maps.

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Related categories

Google

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