Every paid Zoho CRM invoice asks for a review
Everything you need for reviews, with nothing you don't.
- Live in minutes, no demo
- Every paid invoice asks for a review
- Each review credited to the accountant
Zoho CRM is connected to Reviewflowz. Trigger in Zoho CRM: paid. A review request is then sent by SMS to the client, and the Google review that comes in is saved on the invoice, credited to the accountant, Sarah Okafor.
Invoice #1042 
A review request follows every paid Zoho CRM invoice
When an invoice is marked paid in Zoho CRM, Reviewflowz starts the review campaign for that client. Nobody on your team has to remember to follow up.
The campaign sends by email, SMS or WhatsApp on the schedule you set after payment. Each paid invoice starts its own campaign.
When an invoice is paid in Zoho CRM, a review request campaign runs by itself: an SMS one hour later, an email three days later, a WhatsApp message seven days later, until a new 5-star Google review comes in.
The client who paid the invoice gets asked
Reviewflowz uses the client's email and phone number from Zoho CRM, so there is no separate contact list to keep. The client gets a message with one review link.
The link opens the review platform that needs reviews most. Every client is asked the same way, with no rating pre-screen.
When an invoice is paid in Zoho CRM, the client gets an SMS asking how it went, with a link to review it. They tap the link, give five stars and post on Google, and the review lands tied to the invoice and the office: Manchester, Leeds, Liverpool.
Connect Zoho CRM in minutes
Every paid invoice starts asking for a review, with a 14-day trial and no card.
Each review credited to the accountant on the invoice
Reviewflowz reads which accountant is assigned in Zoho CRM and credits the review to them. Clients never need to mention a name.
Reviews read naturally instead of coached, and you see which accountants earn reviews from the clients they serve.
The invoice in Zoho CRM records which accountant did the work. The review request carries the invoice, so when the client leaves a five-star Google review with no name in it, it is credited to the accountant and saved back on the same invoice.
Zoho CRM integration: questions
How does Reviewflowz send review requests from Zoho CRM?
When an invoice is marked paid in Zoho CRM, Reviewflowz sends that client a review request by email, SMS or WhatsApp. It uses the contact details already in Zoho CRM, so there is no list to maintain.
Who gets asked for a review?
The client on the paid invoice. Every client gets the same request with no rating pre-screen, and the link opens the review platform that needs reviews most.
What happens with invoices that are not paid?
Nothing is sent. The request goes out only once an invoice is marked paid in Zoho CRM. Past clients are never messaged when you connect: older invoices are imported for reporting only.
Does WhatsApp work for review requests from Zoho CRM?
Yes. WhatsApp works the same way as email and SMS: when an invoice is paid, the request goes out on the channel you choose.
Can I see which accountants generate the most client reviews?
Yes. Reviewflowz credits each review to the accountant assigned in Zoho CRM, and clients never need to name anyone. Past invoices are imported so you can see each accountant's conversion rate.
How do I connect Zoho CRM, and what does it cost?
Connect Zoho CRM from Integrations in Reviewflowz in minutes, with no demo, on a 14-day trial with no card. After the trial it costs $70 per location per month billed annually, or $80 month to month. Messaging costs $5 per 1,000 emails and $5 per 100 SMS.