1.Detect proposal completed event
Integrate DripJobs and contact mapping tools to pull proposal reference and source contact fields to prepare review request data.
When proposal completed events are missed, customers do not get review invites at the right moment, and feedback volume drops. This automation pulls proposal data in DripJobs, formats phone numbers with Formatter by Zapier, and creates feedback requests in OneLocal LocalReviewsβso your team can collect reviews faster.
Integrate DripJobs and contact mapping tools to pull proposal reference and source contact fields to prepare review request data.
Integrate Formatter by Zapier and data transformation tools to format the source phone number to E.164 for reliable SMS delivery.
Integrate OneLocal LocalReviews and survey delivery workflows to create the feedback request with SMS preferred and proposal context.
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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.
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