HubSpot
Your RepOtz contacts in your CRM, and your CRM customers invited to leave a review.
Both ways: a new RepOtz contact (sign-up on your link page, opt-in after a feedback) becomes a HubSpot contact with its consent date; a deal won in HubSpot creates the contact in RepOtz, ready for a review invitation. Feedback can enrich the contact record as a note or an activity.
How it works
- 1
Create a RepOtz API token with the write:contacts and manage:webhooks scopes.
- 2
In Zapier or Make, link "new RepOtz contact" to "create HubSpot contact", then "deal won" to "create RepOtz contact".
- 3
Add the feedback as a note or property on the HubSpot record if you wish.
What you do with it
- One contact base, dated consent included.
- An automatic review request a week after signature.
- A satisfaction score visible to sales.
Frequently asked questions
Is consent kept?
Yes: every RepOtz contact carries its consent date, sent in the event and exportable.
Does it work with another CRM?
Yes, with any CRM on Zapier or Make, or directly through the REST API.
API and webhooks are included from the Pro plan. The analytics, testimonials and audits scopes require the Agency plan.
See where your reputation stands first
The free audit scores your online presence in a minute; the 14-day trial opens the API and the webhooks.