Announcements
Reviews.io Announces Slack Integration - Receive Review Notifications
January 29, 2018
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3 min read
Salesforce is a powerful CRM trusted by thousands of businesses to manage their customer relationships - and when combined with REVIEWS.io, it becomes a hub for collecting, managing, and responding to customer feedback at scale.
Whether you’re focused on eCommerce, service delivery, or B2B engagement, our integration allows you to seamlessly build customer trust, improve operational insight, and boost marketing effectiveness from within your existing workflows.
Here’s a deep dive into everything our Salesforce integration has to offer.
Once the REVIEWS.io app is installed and configured in your Salesforce org, it becomes your central command for all things review-related.
You can collect company, product, and location reviews directly from Salesforce, assign tags or branches, respond to feedback, and even forward customer comments for action. Reviews are automatically linked to contacts using the reviewer's email address, and the system builds a rich timeline of review activity - complete with filters by rating, type, reply status, and more.
You’ll also gain access to powerful reporting via the integrated dashboard, including NPS tracking, review sentiment analysis, and breakdowns of reviewer behaviour. And because it’s fully Lightning-compatible, the app functions seamlessly across desktop and mobile environments.
Salesforce’s Process Builder opens the door to automation that fits your exact business needs. From triggering review invitations when an opportunity is marked as closed-won, to creating cases for negative feedback, the possibilities are almost endless.
You can set up email alerts, send company or product invitations via Apex classes, and choose whether reviews are sent to primary contacts, all roles, or only those explicitly selected for feedback.
This is particularly useful for service-oriented businesses looking to drive follow-up activity from poor experiences, or eCommerce brands that want to align review requests with order or fulfillment milestones. It’s a low-effort way to turn everyday CRM actions into reputation-building moments.
Not every review invitation needs to come from an automated system. With Dynamic Link functionality, you can generate custom URLs to include in your own Salesforce Classic or Pardot email templates. These links can be embedded in anything from standard follow-up sequences to seasonal campaigns, giving you full control over how and when feedback is requested.
The same Dynamic Link feature also plays a role in other parts of the Salesforce ecosystem - including Field Service Lightning and Live Chat - which we’ll cover next.
For businesses operating on the go, think in-home service providers, repair technicians, or delivery teams, the Field Service Lightning integration enables review collection at the point of service.
By embedding a custom Dynamic Link directly into the Field Service Mobile App, staff can prompt customers to leave a review immediately after completing a job. This ensures higher response rates and captures impressions while the experience is fresh.
The app extension can be configured to appear wherever it makes sense in your workflow - such as under Work Orders or Service Appointments - and supports both Android and iOS.
Another powerful customer touchpoint is live chat. With REVIEWS.io’s optional configuration for Service Cloud, you can ask customers for a review as part of your post-chat sequence.
Simply embed a Dynamic Link into the Chat Button’s post-chat URL, and the customer will be prompted to leave a review once the conversation ends. It’s a great way to capitalise on positive interactions with support teams or gather feedback about resolutions in real time.
REVIEWS.io integrates with Salesforce Pardot to support personalised review invitation campaigns. If you're running B2B nurture sequences or post-purchase engagement flows, reviews can be incorporated to add social proof and collect valuable sentiment. Review invitations can be triggered based on contact activities, opportunity status changes, or any custom field logic you configure in Pardot.
Whether you're inviting feedback following a product demo, onboarding milestone, or service ticket closure, it's easy to align your review strategy with broader marketing efforts.
Getting started with the REVIEWS.io app in Salesforce is straightforward, but there are a few things to be aware of. The app is built using Lightning Components, so you’ll need to ensure your Salesforce org has a My Domain set. Once that’s configured, connect your Salesforce account to REVIEWS.io via the App Launcher, input your API credentials, and assign the appropriate permissions to your team.
Multi-domain support is also available for those managing reviews across multiple websites or brands from a single Salesforce environment. You can specify the company or domain at both the review and template level, so that every invitation and reply is aligned with the correct identity.
REVIEWS.io’s Salesforce integration is much more than a basic connector - it’s a robust, flexible system that brings review collection and management into the heart of your CRM. From field teams and live chat agents to marketers and customer success reps, everyone can play a part in building your brand’s reputation, all without leaving Salesforce.
And because it’s fully configurable, it scales with your needs - whether you’re just starting with company reviews or looking to build a multi-domain, multi-touchpoint feedback ecosystem.
Visit our Salesforce page for more information.
Ready to take control of your customer feedback? Get started with REVIEWS.io’s Salesforce integration today.
