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How to connect Markate to Review Harvest

This step-by-step guide shows you how to automate your review requests by connecting Markate with Review Harvest using Zapier

Clay Lawrence avatar
Written by Clay Lawrence
Updated over a month ago

🔧 What You’ll Need

  • A Review Harvest account

  • A Markate account with Zapier integration enabled (More → Connectors)

  • A Zapier (free) account – Sign up here

  • About 10 minutes


🔁 Overview

MarkateZapierReview Harvest

Whenever a work order is marked complete in Markate, that customer’s info will automatically be sent to Review Harvest, which will send them a personalized review request and follow-up sequence.


🚀 Step 1: Create or Log In to Your Review Harvest Account

  1. Go to onboarding.re.com and create your account.

  2. Once inside your dashboard, go to Integrations.

  3. Click Add Integration, then choose Zapier.

  4. Click "I have required consent" and then "Create Zapier Integration" to receive your Review Harvest API Key. Keep this handy.


🔌 Step 2: Enable Zapier in Markate

  1. Log into your Markate dashboard.

  2. Go to MoreConnectors.

  3. Scroll down and Enable Zapier (Markate charges $10/month for this).

  4. Click Manage, then:

    • Accept the Zapier invite link

    • Copy your Markate API key


⚙️ Step 3: Build the Zap in Zapier

  1. Go to Zapier.com and log in.

  2. Click Create Zap

  3. Set up your Trigger:

    • App: Markate (Invite-only; should appear once you've accepted the invite)

    • Event: Work Order Completed (recommended) or Invoice Paid

    • Account: Connect your Markate account using the API key from earlier

  4. Pull in test data (or skip if you’re new)


💬 Step 4: Set the Action – Send Review Request via Review Harvest

  1. For the Action App, search and select Review Harvest

  2. Event: Send Review Request

  3. Connect your Review Harvest account using your API Key

  4. Map the following fields:

    • Mobile PhoneBusiness Customer Phone

    • First NameBusiness Customer First Name

    • Last NameBusiness Customer Last Name

    • EmailBusiness Customer Email (optional, if available)

⚠️ These fields are dynamic – they’ll update automatically for each new job.

  1. Test your Zap.

  2. Name your Zap (e.g., Markate to Review Harvest) and Publish It.


🔁 Optional: Upload Past Customers (Review Reactivation)

If you have a list of past customers in Markate:

  1. Go to Markate → Sales → Customers

  2. Export the customer list as a CSV

  3. Go to Review Harvest → Contacts → Add Contacts

  4. Upload your CSV and map the columns:

    • First Name

    • Last Name

    • Mobile Phone

    • Email

✅ Confirm consent when uploading.
🚫 Use the Do Not Contact List for customers you don’t want to reach out to.


🧠 Smart Messaging Setup

  1. Go to Messaging tab

  2. Upload a personalized image (your face, crew, wrapped truck, etc.)

  3. Confirm your:

    • Owner First Name

    • Business Name (use your actual business name—not keyword stuffed)

  4. Keep Smart Messaging Optimization turned ON
    → Gives the best review conversion rates based on proven timing & follow-up sequences


⏱️ Request Scheduling

  • Go to Request Scheduling in Review Harvest

  • Set how long after a job is completed to send the review request

    • Right away = best conversion rate

    • Or delay 1–2 days if your customer needs time to experience the finished work

  • Default follow-up cadence is 3 messages (recommended sweet spot)


💬 Review Responses & Social Proof Widgets

✅ Auto-Responses

  • Review Harvest will respond to all 4- and 5-star reviews on your behalf

    • Toggle this ON in the Reviews tab

💻 Review Widgets

  • Floating Pop-up Widget: Displays real-time reviews across your website

  • Carousel Widget: Embed reviews in a specific section of your site

  • Use the Installation Guide to:

    • Send the snippet to your web developer

    • Or install it yourself in your site builder header


📲 (Coming Soon) Social Media Posting

Automatically post your 5-star reviews to Facebook & Instagram with design templates. You’ll be able to:

  • Customize layout like Canva

  • Upload your logo and job photos

  • Automate weekly posts


🧾 Bonus: Going Beyond 100 Zapier Tasks

The free Zapier plan allows 100 tasks/month. If you go over, just let the Review Harvest team know—they can add you to their plan.


🎉 That’s It!

You’re now fully integrated and ready to start collecting more reviews, automatically.


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