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.
Create a 'testimonial' tag in Help Scout for standout customer replies
Connect Help Scout to Make and trigger the workflow when that tag is applied
Connect Loomly to Make
Map the customer quote and name to a Loomly draft post with a placeholder caption
Assign the draft to your marketing team in Loomly for review
Test by tagging a real conversation and confirming the Loomly draft appears
Create a free account to get the steps written out for your tools, click by click.
Create a free accountGenerate 4-6 ready-to-post testimonials per month without any extra effort from your team.
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