Generate 4-6 ready-to-post testimonials per month without any extra effort from your team.
~1 hr
Saved / wk
Medium
Setup
No AI
AI
When a customer sends a glowing reply in Help Scout and your team tags it as a testimonial, this workflow sends the quote to Loomly (a social media scheduling tool) as a draft post. Your marketing team reviews it and schedules it with one click. You turn happy customer emails into social proof without any extra work.
~1 hr
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Create a 'testimonial' tag in Help Scout for standout customer replies
Step 2: Connect Help Scout to Make and trigger the workflow when that tag is applied
Step 3: Connect Loomly to Make
Step 4: Map the customer quote and name to a Loomly draft post with a placeholder caption
Step 5: Assign the draft to your marketing team in Loomly for review
Step 6: Test by tagging a real conversation and confirming the Loomly draft appears
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See PlansHelp Scout is best for small teams that handle a lot of customer emails and want to stay organized without a complicated setup. It gives your team a shared inbox so everyone can see, reply to, and track customer conversations in one place. You also get a built-in knowledge base so customers can find answers on their own before reaching out. It works well for teams of 2 to 50 people who want to look professional and respond quickly without a steep learning curve.
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