Centre d'aide

How can I automate the sending of invitations to my customers to leave a video testimonial on YourCharlie?

To automate the sending of invitations to your customers to leave a testimonial on YourCharlie, connect YourCharlie to your project management or CRM tools via Make or Zapier. Set up a trigger that automatically sends a testimonial request as soon as a service or project is marked as completed. This automation ensures that every customer receives an invitation without any manual effort on your part, optimizing your testimonial collection.