1.Detect form submission created
Integrate Zapier Forms and form capture tools to trigger outreach creation for new review submissions.
Send review request and two-step follow-up to customers
Automatically monitor new customer review form submissions across Zapier Forms and Zoho CRM. Send review requests by email and SMS and log CRM notesβso you can collect feedback without manual outreach.
How this automation drives more customer reviews
When review requests are handled manually, follow-up timing slips and feedback stays incomplete. This automation finds contacts, creates CRM notes, formats phone numbers, and sends an email invite plus scheduled SMS follow-upsβso your team can collect reviews at the right moment.
Zapier Formsor swap with your favorite app
2.Find or create contact
Integrate Zoho CRM and CRM contact matching tools to look up by email and create a contact when missing.
Zoho CRMor swap with your favorite app
3.Create CRM note
Integrate Zoho CRM and CRM logging tools to write the submission summary and sentiment to a linked note.
4.Format phone for SMS
Integrate Formatter by Zapier and phone normalization tools to produce an E.164 number for SMS delivery.
Formatter by Zapieror swap with your favorite app
5.Send review request email
Integrate SMTP by Zapier and email templates to send conditional invite or acknowledgement with a review URL.
SMTP by Zapieror swap with your favorite app
6.Send SMS follow-up
Integrate ClickSend SMS and SMS reminders to send the review prompt after the configured delay.
ClickSend SMSor swap with your favorite app
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Increase review volume with automated review requests, customer follow-ups, and response tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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