Connectors / Marketing · 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 processes 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.
- Eliminate manual CSV uploads by syncing contacts from Salesforce, HubSpot, or Shopify in real time
- Send review requests immediately after a positive customer interaction, not days later
- Increase review volume without adding headcount to your marketing or customer success team
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.
- Respond to negative reviews within minutes instead of days to protect your brand
- Automatically create support tickets with full review context so agents can act immediately
- Route alerts to the right regional team or location manager based on review metadata
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.
- Enrich CRM contact and account records with live review sentiment data
- Build smarter segments for upsell, referral, and winback campaigns
- Give customer success managers full context on customer sentiment before every renewal call
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.
- Consolidate review performance data across hundreds of locations into one reporting layer
- Automate weekly reputation scorecards delivered to regional managers and executives
- Spot underperforming locations quickly so you can intervene before ratings slip further
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.
- Save 2-4 hours per client per month on manual reputation reporting
- Deliver consistent, on-time reports that strengthen client retention
- Scale reporting workflows across dozens of client accounts without additional staff
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.
- Automatically reward customers who leave positive reviews to reinforce the behavior
- Convert satisfied reviewers into referral sources without manual follow-up
- Increase customer lifetime value by connecting review activity to loyalty program triggers
Build Grade.us Agents
Give agents secure and governed access to Grade.us through Agent Builder and Agent Gateway for MCP.
Fetch Review Campaign Performance
Data SourceAn 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.
Look Up Customer Reviews
Data SourceAn 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.
Retrieve Location Listings
Data SourceAn 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.
Monitor Review Ratings Over Time
Data SourceAn 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.
Retrieve Funnel Contact Lists
Data SourceAn 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.
Create Review Campaign
Agent ToolAn 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.
Add Contact to Review Funnel
Agent ToolAn 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.
Send Review Request
Agent ToolAn 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.
Update Contact Information
Agent ToolAn 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.
Flag Negative Review for Follow-Up
Agent ToolAn 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.
Generate Review Performance Report
Agent ToolAn 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.
Pause or Resume Campaign
Agent ToolAn 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.
Ready to solve your Grade.us integration challenges?
See how Tray.ai makes it easy to connect, automate, and scale your workflows.
Challenges Tray.ai solves
Common obstacles when integrating Grade.us — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
CRM Deal Closed to Grade.us Review Request
Grade.us 
Salesforce 
HubSpot 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.
New Negative Review to Zendesk Ticket and Slack Alert
Grade.us 
Zendesk 
Slack 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.
Weekly Review Performance Digest to Google Sheets and Email
Grade.us 
Google Sheets 
Gmail 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.
Five-Star Review to HubSpot Enrollment in Referral Workflow
Grade.us HubSpot 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.
Shopify Order Fulfilled to Grade.us Review Request with Delay
Grade.us 
Shopify 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.
Grade.us Review Data Sync to Salesforce Contact Records
Grade.us Salesforce 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.
How Tray.ai makes this work
Grade.us plugs into the whole Tray.ai platform
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