Implementation: Review Request Trigger
Trigger a review request the moment a deal actually closes.
Waiting for someone on your team to remember to ask for a review means most happy customers never get asked. This workflow fires the request automatically the moment a CRM stage says the work is done, with a delay that gives the experience time to settle first.
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What this workflow covers
The trigger stage, the delay, and the profile it links to.
The field map
A specific pipeline stage value, such as Won, Completed, or Closed Won, is the trigger. The request itself is an email or SMS carrying a link to your actual review profile for the specific location that did the work, since a multi-location business needs the right listing linked, not a generic one.
The identity match is the existing contact record
The request uses whatever phone number or email is already on the CRM record, with no separate lookup performed. That means the accuracy of the request depends entirely on that contact data being current and correct at the moment the stage actually changes.
Where the data enters
A CRM automation watches the stage field, waits out a configured delay, commonly a day or two after the change, then sends the message through the CRM's own email or SMS tool or a connected send service. The delay exists because asking right after a large purchase reads as premature.
How failures surface
A stage that flips back and forth, reopened after being marked Won, can fire a second, confusing request for the same job if the automation doesn't check whether one already went out. A contact record with an outdated phone number sends the request to whoever has that number now, not your actual customer.
Where a review trigger quietly goes wrong.
Consent rules apply to the message itself
An SMS review request falls under anti-spam rules like Canada's CASL or the US TCPA, which generally require the recipient to have consented to this kind of message. We confirm the request fits inside whatever consent was captured at intake, rather than assuming a completed transaction is consent on its own.
Timing changes the response you actually get
Ask the same day as a small routine service and the review reflects that one visit. Ask weeks after a large purchase and the review can reflect buyer's remorse or evolving satisfaction instead of the transaction itself. The right delay depends on what was actually sold, not a single universal default.
One request per job, not one per stage flap
A deal reopened and reclosed, or a stage corrected because a rep made a data entry mistake, should not fire a second review request for the same underlying job. The automation needs an explicit check for whether a request already went out before it fires again.
The link has to point at the right profile
For a business with more than one location, the review link in the message has to match the location that actually did the work, not one company-wide profile. Send the wrong link and the review lands on a listing that had nothing to do with the job.
How we set it up.
01
Confirm the trigger stage and consent
We agree on the exact stage value that means a job is genuinely done, and confirm the request fits within the consent already captured from that customer.
02
Set the delay and the message
We agree how long after the stage change the request goes out, then write the message and attach the correct review link for each location.
03
Test the full path
We run a test deal through the stage change and confirm the request arrives correctly timed, with the right link, before it touches a real customer.
Review request from CRM stage FAQ.
It depends on the consent already on file. Canada's CASL and the US TCPA generally require consent for this kind of message. We check what consent your intake process already captures before building an SMS version of this trigger.
We build the automation to check whether a request already went out for that job before firing a second one, so a reopened and reclosed deal doesn't generate a confusing duplicate ask.
Yes. The message channel is a business choice, not a technical requirement of the workflow. The trigger, the delay, and the profile link all work the same way regardless of which channel you pick.
The automation checks for an existing sent request tied to that job before firing a new one. This is the same check that prevents a reopened stage from generating a duplicate message.
Yes. Share your CRM, your stage names, and your current consent setup, then request a proposal. A scoped plan for this trigger arrives within one business day.
Ask for the review while the good experience is still fresh.
We'll confirm the right trigger stage, check the request against your existing consent, and connect the right review profile for every location before this goes live.