An automated workflow using zapier
Connects G2 + Endorsal
Add new G2 Crowd reviews as Endorsal testimonials
About this workflow template
This automation scenario allows you to connect G2 and Endorsal
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
G2 and Endorsal can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in G2
New Review in G2
Triggers when new review created.
Then this action happens in Endorsal
Submit a New Testimonial in Endorsal
Automatically submit a new testimonial to Endorsal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new G2 Crowd reviews as Endorsal testimonials.
Part I
Configure Applications
First, we need to connect G2 and Endorsal to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect G2 to Zapier.
Give Zapier access to your G2 account, using G2 credentials.
Connect Endorsal to Zapier.
Give Zapier access to your Endorsal account, using Endorsal credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for G2
Choose the following trigger: New Review (Triggers when new review created.).
Then set up an Action for Endorsal
Choose this action: Submit a New Testimonial (Automatically submit a new testimonial to Endorsal.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between G2 and Endorsal.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new G2 Crowd reviews as Endorsal testimonials!
Related Automation Templates
Supported triggers and actions
New review
Triggers when new review created.
triggerbyzapierNew lead
Triggers when a lead is generated on your product listing.
triggerbyzapierNew visit event
Triggers each time a researcher views your profile, your category, your sponsored content, or comparisons that feature your product.
triggerbyzapierTracked prospect
Triggers when a visitor moves from your profile to a page tracked by Prospect Tracking, or vice versa.
triggerbyzapierCurrent api user
Shows info for currently logged in User; test trigger.
triggerbyzapierNew visitor
Triggers the first time a new researcher views your profile, your category, your sponsored content, or a comparison featuring your product.
triggerbyzapier
Create a new contact
Creates a new contact to send a testimonial request to.
actionbyzapieralbatoCreate a contact
Creates a new contact.
actionbyintegromatSubmit a new testimonial
Automatically submit a new testimonial to Endorsal.
actionbyzapierpabbly-connectCreate a superlink
Create a unique SuperLink based customer data of your choice.
actionbyzapierArchive a contact
Archives a contact.
actionbyintegromatCreate a testimonial
Creates a testimonial.
actionbyintegromatalbato
Apps you need
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