Here’s a Step-by-Step Help Guide on how to connect your CRM or booking software to Review Harvest using Zapier:
🚀 Why Connect via Zapier?
Zapier acts as digital duct tape that lets different software talk to each other automatically.
Instead of manually uploading customer info daily or weekly, you can automatically send review requests as customers complete jobs, pay invoices, or finish appointments — saving you hours of work.
✅ Step 1: Check for a Native Integration
Log into dash.reviewharvest.com.
Go to Integrations → Click “Add Integration.”
Check if your CRM or software is listed under native integrations (like Workiz, Sweep&Go, etc.).
If not listed, you’ll set it up through Zapier.
🔄 Step 2: Create a Free Zapier Account
Go to zapier.com.
Sign up for a free account.
Free plans include up to 100 automations (Zaps) per month.
If you need more, paid plans start around $19/month.
Skip the business setup questions if asked.
Once logged in, click “Create” → “Create Zap.”
🧩 Step 3: Set Up Your Trigger (CRM/Software)
In Zapier, choose your CRM or software as the Trigger App.
Example: Customer Factor, QuickBooks Online, Zola, Fair Harbor, etc.
Select a Trigger Event, like:
Job Completed
New Invoice Paid
New Booking Confirmed
🧠 Choose the trigger that matches the best time to ask for a review!
Connect your CRM account:
If it asks for an API Key, get it from your CRM's settings or integration page.
If it asks for email/password login, simply log in.
Test your Trigger to pull sample data (you may need to complete a job in your CRM first if no data appears).
📤 Step 4: Set Up the Action (Send to Review Harvest)
Set the Action App as Review Harvest.
Select Action Event: “Send Review Request.”
Connect Review Harvest:
Go back to your Review Harvest dashboard → Integrations → Add Integration → Zapier.
Copy the API key generated.
Paste the API key into Zapier when connecting your Review Harvest account.
🧩 Step 5: Map the Data Fields
Match the fields from your CRM to Review Harvest:
Review Harvest Field | CRM Field Example |
First Name | Customer First Name |
Last Name | Customer Last Name |
Phone Number | Customer Mobile or Cell Number |
Customer Email |
If your CRM only has a Full Name field, you can map that — Review Harvest will automatically split it.
🛠️ Step 6: Test and Publish
Test your Zap — Zapier will simulate sending a customer to Review Harvest.
Go to your Contacts page in Review Harvest and refresh — you should see the new contact added.
Click “Publish Zap” and name your Zap (example: “CRM to Review Harvest”).
🚨 Important: Review Reactivation
If you're using Zapier to integrate with Review Harvest you also need to export a list of your previous customers from your CRM and add them to Review Harvest for a review reactivation!
Export your past customer list as a CSV file.
Upload it into Review Harvest using Add Contacts → Select File.
Map your columns the same way (First Name, Last Name, Email, Phone).
This ensures you don't miss out on gathering reviews from previous happy customers!
🆘 Need Help?
Click the support button inside Review Harvest.
Chat with our AI agent or request a live Zoom support call.
We’ll help you troubleshoot or set up the integration if you need it.
🎉 You’re Ready!
Now your CRM or booking software will automatically send customer data to Review Harvest, allowing you to consistently collect new reviews without lifting a finger!
Would you also like me to bundle all four onboarding guides you've asked for so far into a single PDF or client-facing document? 📄✨
It could be super handy if you're building a Help Center or onboarding library!