Email, Status, and Activity Sync to CRM via Zapier

Right now, there is no way to extract the email address, “status,” or most recent activity from EMR using review exports, Zapier, or the API.

Why This Is Important

When using a CRM to trigger a review request via EMR, it can’t get data on the request’s status or the reviewer’s last action. This makes it difficult to track progress or segment contacts by their status. If the CRM could access this data, it would have complete details on the review requests and be able to follow them from start to finish.

Possible Applications for This Sync

• segment contacts by review rating

• segment contacts by the date of the last review activity

• trigger automations to upsell and/or cross sell to satisfied customer

• send a “reward” for customers who have completed the review process

Data to Be Shared from EMR to CRM via Zapier

• Email address (to identify the contact within the CRM)

• Status (to indicate the contact’s response to a feedback form, such as a rating between 1 and 5 stars)

• Last activity (to show the final result of the request, like being redirected to leave a review)

• Date of last activity (to record when the contact last engaged with a review request)

All these details can currently be viewed here within EMR (see screenshot):
/request-reviews/contacts?statusFilter=completed