Automation workflows in Business App Pro
Outcomes
✓ Understand automation basics for local businesses
✓ Integrate Zapier with Business App Pro to automate workflows
✓ Leverage Reputation Management Premium for automated review requests
✓ Get started building automations in the Automations tab
Required Access
Partner Center admin access
Business App Pro activated
Reputation Management Premium (for review requests)
Related Docs
This lab covers how to automate review requests and client workflows in Business App Pro—using Zapier for integrations and Reputation Management Premium for automated review solicitation—so your clients get consistent engagement without manual effort.
Step 1: Understand automation for local businesses (3 min)
Read
Automation helps local businesses streamline operations, enhance customer relationships, and drive sales without constant manual effort. Workflows can connect disparate tools, trigger actions based on events, and keep customers engaged at the right moments.
Why automate?
Reduce repetitive tasks, ensure consistent follow-up, and scale customer engagement. Automation lets you focus on high-value work while the system handles routine touchpoints.
Step 2: Connect Zapier to Business App Pro (4 min)
Read
Zapier is a third-party tool that connects external systems with Business App Pro. It enables workflows that would otherwise require manual data entry or custom development.
How Zapier works
Zapier sends data—such as contact details—from your client's other software tools into the Business App Pro CRM. Instead of manually inputting customer details, data flows automatically when events occur in connected apps (e.g., a new booking, form submission, or sale).
Use cases
Sync leads from booking systems, forms, or e-commerce into Business App Pro. Trigger follow-up messages, add contacts to pipelines, or kick off review request sequences—all from a single automation.
Step 3: Set up automated review requests with Reputation Management Premium (3 min)
Read
To automate review requests in Business App Pro, Reputation Management Premium must be activated on the account.
"Send a review request" action
The "Send a review request" action in Business App Pro automations only works when Reputation Management Premium is active. Without it, the action will not function. This ensures clients receive the full value of automated review solicitation—getting the right requests to the right customers at the right time.
Enhancing client engagement
Automated review solicitation keeps your clients' reputation efforts consistent. Trigger review requests after completed jobs, purchases, or positive interactions—without manual follow-up.
A contractor uses Zapier to sync new job completions from their booking tool into Business App Pro. An automation triggers 24 hours after a job is marked complete: "Send a review request" fires because Reputation Management Premium is active. The customer receives a timely request and leaves a 5-star review. The contractor gets more reviews without lifting a finger.
Step 4: Get started with automations (2 min)
Do
Explore the Automations tab
Dive into the Automations tab in Business App Pro. Experiment with different triggers and actions. Customize workflows to fit the unique needs of each client—from review requests to lead nurture to appointment reminders.
Discover integrations
Beyond Zapier, explore other integrations and software tools available in the platform. Connect various platforms to work seamlessly together and build end-to-end workflows.
Share and iterate
Share automation ideas with other partners. Discuss what works, refine triggers, and iterate on workflows to maximize client engagement.
Key Resources
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