1.Runs the daily 4:15 PM schedule
Integrate Schedule by Zapier to start the workflow daily at 4:15 PM and trigger the review request process.
When the daily schedule fires, delays can stall review requests and reduce social proof. This automation pulls recent deals, filters eligible records, and submits the testimonial form while updating deal communicationsβso your team can scale review collection without chasing each customer.
Integrate Schedule by Zapier to start the workflow daily at 4:15 PM and trigger the review request process.
Integrate HubSpot and analytics tools to search recent deals and map identifiers and timing fields for outreach.
Integrate Looping by Zapier and mapping tools to loop each deal and assign stage and communication summary variables.
Integrate Filter by Zapier and qualification rules to continue only when stages match, no review exists, and no prior request appears.
Integrate HubSpot and form tools to find the contact, submit the testimonial form, and update deal communications with the request note.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.