TrustFinance SMS Integration

A client just finished paying off a loan or wrapping up a big piece of work with your firm, and the experience is still fresh in their mind right now. That's the moment a review carries the most weight, but by the time someone remembers to send the request, the client has often moved on. TrustFinance exists to hold financial companies to a higher standard, giving customers a straightforward place to leave feedback on how they were treated.

Connect TrustFinance to Mobile Message through Zapier and the invitation can go out without anyone having to remember it. Once Mobile Message confirms that a text to a client has been delivered, a Zap can trigger TrustFinance's Create Invitation action, sending that client an invite to review your company while the interaction is still front of mind. Nobody on your team has to track down who was texted and when, or follow up manually days later. The request reaches the client right after the conversation that prompted it, at the point they're most likely to respond.