Grade.us connector
Automate Review Management and Reputation Workflows with Grade.us
Connect Grade.us to your CRM, helpdesk, and marketing tools to turn customer feedback into something your team can actually act on.
What can you do with the Grade.us connector?
Grade.us is a review management platform that helps businesses collect, monitor, and respond to customer reviews across dozens of sites including Google, Yelp, and Facebook. Integrating Grade.us with your existing tech stack lets you automate review requests, route negative feedback to support teams in real time, and pull reputation data into your CRM without manual effort. For agencies managing multiple client accounts, tray.ai makes it possible to orchestrate review campaigns and reporting at scale.
Automate & integrate Grade.us
Automating Grade.us business process or integrating Grade.us data is made easy with tray.ai
Use case
Automated Post-Transaction Review Request Campaigns
Trigger review request emails or SMS messages in Grade.us automatically when a deal closes in your CRM or an order is fulfilled in your e-commerce platform. Instead of manually uploading customer lists, tray.ai passes contact data and campaign parameters directly to Grade.us the moment a transaction completes. This shortens the window between purchase and review request, which improves response rates.
Use case
Negative Review Alerting and Escalation Workflows
When Grade.us detects a new low-star review on Google, Yelp, or any monitored platform, tray.ai can instantly route an alert to Slack, create a ticket in Zendesk or Freshdesk, and log the incident in your CRM. Your customer success team can respond publicly within minutes rather than discovering negative reviews days later. Escalation rules can be customized based on star rating, review site, or business location.
Use case
Review Data Sync to CRM for Customer Health Scoring
Push review sentiment, star ratings, and review counts from Grade.us into customer records in Salesforce or HubSpot to enrich customer health scores and segment accounts. A customer who left a five-star review is a strong candidate for upsell or referral campaigns, while a two-star reviewer may need immediate outreach from customer success. Having this data in your CRM makes it usable across your entire go-to-market team.
Use case
Multi-Location Review Performance Reporting
For franchises and multi-location businesses, tray.ai can pull review metrics from Grade.us across all locations and consolidate them into a single Google Sheets dashboard, Looker Studio report, or data warehouse like BigQuery or Snowflake. Location managers can see their star rating trends, review velocity, and response rates without logging into Grade.us directly. Automated weekly digest emails can be sent to stakeholders via SendGrid or Gmail.
Use case
Agency White-Label Client Reporting Automation
Marketing agencies using Grade.us to manage client reputations can automate monthly review performance reports by pulling data from the Grade.us API and formatting it into branded PDFs or Google Slides. tray.ai handles data extraction, transformation, and delivery on a schedule, cutting hours of manual reporting work each month. Reports can be emailed directly to clients or uploaded to a shared Dropbox or Google Drive folder.
Use case
Review-Triggered Loyalty and Referral Program Enrollment
When a customer leaves a four or five-star review, tray.ai can automatically enroll them in a loyalty program, send a thank-you coupon via your email platform, or trigger a referral program invite in tools like ReferralHero or Friendbuy. Happy reviewers become advocates without anyone on your team lifting a finger. The whole workflow runs in the background.
Use case
Competitive Review Monitoring and Sales Intelligence
Grade.us can monitor competitor review activity, and tray.ai can funnel those insights into your sales and marketing tools. When a competitor receives a spike in negative reviews, your sales team can get an alert in Slack with a suggested outreach template — a timely, data-backed reason to reach out to shared prospects. Reputation data becomes a live competitive intelligence signal.
Build Grade.us Agents
Give agents secure and governed access to Grade.us through Agent Builder and Agent Gateway for MCP.
Data Source
Fetch Review Campaign Performance
An agent can retrieve metrics and performance data from active review campaigns, letting it assess which campaigns are generating the most reviews and adjust outreach strategies accordingly.
Data Source
Look Up Customer Reviews
An agent can pull individual customer reviews across connected platforms like Google, Yelp, and Facebook to analyze sentiment, spot trends, and surface critical feedback for business teams.
Data Source
Retrieve Location Listings
An agent can fetch details about all business location listings managed in Grade.us. This is handy for multi-location businesses that need to monitor review activity and reputation scores per location.
Data Source
Monitor Review Ratings Over Time
An agent can query aggregate rating data and review volumes over specified time periods, letting it detect drops in customer satisfaction or spikes in negative feedback before they get out of hand.
Data Source
Retrieve Funnel Contact Lists
An agent can access review funnel contact lists to see which customers have been invited to leave reviews, check follow-up status, and identify contacts who haven't responded yet.
Agent Tool
Create Review Campaign
An agent can create new review generation campaigns in Grade.us, automatically targeting the right customer segments based on purchase history or service completion data from connected tools.
Agent Tool
Add Contact to Review Funnel
An agent can add a new customer contact to a review request funnel, kicking off automated outreach sequences that nudge satisfied customers to leave reviews on the platforms that matter most.
Agent Tool
Send Review Request
An agent can send a review request to a specific customer via email or SMS through Grade.us — useful for reaching out right after a support ticket closes or a transaction wraps up.
Agent Tool
Update Contact Information
An agent can update contact details within Grade.us funnels to make sure review requests actually reach customers at the right email or phone number, cutting down on bounces and missed messages.
Agent Tool
Flag Negative Review for Follow-Up
An agent can tag a negative review within Grade.us and trigger downstream workflows — like alerting a customer success manager — so the team can address the issue before it gets worse.
Agent Tool
Generate Review Performance Report
An agent can compile and export review performance reports from Grade.us, summarizing ratings, volume, and sentiment across locations or campaigns, then share them via Slack, email, or other connected tools.
Agent Tool
Pause or Resume Campaign
An agent can pause or reactivate a review generation campaign based on business conditions — for example, stopping outreach during a service disruption and picking it back up once things are running normally again.
Get started with our Grade.us connector today
If you would like to get started with the tray.ai Grade.us connector today then speak to one of our team.
Grade.us Challenges
What challenges are there when working with Grade.us and how will using Tray.ai help?
Challenge
Fragmented Review Data Across Dozens of Platforms
Grade.us monitors reviews on Google, Yelp, Facebook, Healthgrades, TripAdvisor, and many more platforms at once. Without integration, that data stays siloed inside Grade.us and can't be correlated with CRM records, support history, or purchase data to build a complete picture of customer sentiment.
How Tray.ai Can Help:
tray.ai connects the Grade.us API to your CRM, data warehouse, and BI tools, automatically pushing review data into the systems where your teams already work so sentiment insights are part of every customer interaction.
Challenge
Manual Review Request List Uploads Causing Delays
Many teams manually export customer lists from their CRM or e-commerce platform and upload them to Grade.us on a weekly or monthly basis. By then, the positive experience has often faded and conversion rates drop significantly.
How Tray.ai Can Help:
tray.ai automates real-time contact sync from Salesforce, HubSpot, Shopify, and other platforms directly into Grade.us campaigns, so every eligible customer gets a review request at the right moment without any manual work.
Challenge
Slow Response Times to Negative Reviews
Customer experience teams often discover negative reviews hours or even days after they're posted because there's no automated escalation path from Grade.us into the tools they actually monitor throughout the day, like Slack, Zendesk, or email. Every hour of delayed response makes the reputational damage worse.
How Tray.ai Can Help:
tray.ai listens for Grade.us webhooks on new review events and instantly routes alerts and tickets to the right systems and team members within seconds of a negative review being posted, making sub-hour response times realistic.
Challenge
Scaling Reporting Across Multi-Location and Agency Accounts
Agencies and multi-location brands need to aggregate review performance data across tens or hundreds of Grade.us accounts or locations and produce consistent reports for clients or executives. Doing this manually through the Grade.us interface is slow and error-prone once you're past a handful of accounts.
How Tray.ai Can Help:
tray.ai runs scheduled API calls across all Grade.us locations or client accounts, consolidates the data into Google Sheets, Looker Studio, or a data warehouse, and delivers automated digest reports so stakeholders always have current reputation metrics without manual aggregation.
Challenge
Disconnected Review Activity and Revenue Attribution
Most businesses can't answer whether customers who leave positive reviews have higher lifetime value or lower churn. Review data and revenue data live in completely separate systems with no automated bridge between them.
How Tray.ai Can Help:
tray.ai creates a two-way link between Grade.us and your CRM or data warehouse, tagging contact and account records with review history so revenue operations and customer success teams can actually measure the relationship between review behavior and business outcomes.
Talk to our team to learn how to connect Grade.us with your stack
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Integrate Grade.us With Your Stack
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Start using our pre-built Grade.us templates today
Start from scratch or use one of our pre-built Grade.us templates to quickly solve your most common use cases.
Template
CRM Deal Closed to Grade.us Review Request
Automatically sends a Grade.us review campaign invite to a contact when a deal is marked Closed Won in Salesforce or HubSpot, so every happy customer gets a review request while the win is still fresh.
Steps:
- Trigger fires when a deal stage is updated to Closed Won in Salesforce or HubSpot
- tray.ai extracts contact name, email, and phone from the CRM record
- Contact is added to a specified Grade.us review campaign via the API
Connectors Used: Grade.us, Salesforce, HubSpot
Template
New Negative Review to Zendesk Ticket and Slack Alert
Monitors Grade.us for new reviews below a configurable star threshold, creates a Zendesk support ticket pre-populated with review details, and posts an alert to a designated Slack channel at the same time.
Steps:
- Grade.us webhook fires when a new review is received with a rating of 1-3 stars
- tray.ai creates a new Zendesk ticket with reviewer name, star rating, review text, and source URL
- A formatted Slack message is posted to the reputation-alerts channel tagging the location manager
Connectors Used: Grade.us, Zendesk, Slack
Template
Weekly Review Performance Digest to Google Sheets and Email
Pulls weekly review metrics from Grade.us for all monitored locations, appends them to a master Google Sheet for trend tracking, and emails a summary report to stakeholders every Monday morning.
Steps:
- tray.ai scheduler triggers every Monday at 8 AM
- Grade.us API is queried for each location to retrieve new reviews, average rating, and response rate for the prior week
- Data is appended to a Google Sheet and a summary email is generated and sent via Gmail to the distribution list
Connectors Used: Grade.us, Google Sheets, Gmail
Template
Five-Star Review to HubSpot Enrollment in Referral Workflow
When a Grade.us review of four stars or higher comes in, the matching HubSpot contact is enrolled in a referral program sequence and a task is created for the account owner to send a personal thank-you.
Steps:
- Grade.us webhook fires on receipt of a new review rated 4 or 5 stars
- tray.ai looks up the reviewer's email in HubSpot to find the matching contact record
- Contact is enrolled in the referral nurture sequence and a follow-up task is assigned to the contact owner
Connectors Used: Grade.us, HubSpot
Template
Shopify Order Fulfilled to Grade.us Review Request with Delay
Sends a timed review request through Grade.us seven days after a Shopify order is marked as fulfilled, giving customers time to actually use the product before you ask for their opinion.
Steps:
- Trigger fires when a Shopify order status changes to Fulfilled
- tray.ai schedules a seven-day delay using a wait step before proceeding
- Customer name, email, and order details are passed to Grade.us to create a personalized review request
Connectors Used: Grade.us, Shopify
Template
Grade.us Review Data Sync to Salesforce Contact Records
Periodically fetches new reviews from Grade.us and updates the associated Salesforce contact with the latest star rating, review source, and review date to keep customer health data current.
Steps:
- tray.ai scheduler triggers daily to fetch all new reviews from Grade.us since the last sync
- For each review, tray.ai searches Salesforce for a matching contact by email address
- Matched contact records are updated with review rating, source platform, review date, and a link to the review
Connectors Used: Grade.us, Salesforce