This guide will show you how to link your Google Business Profile (formerly Google My Business) to your PulseHub platform. Once connected, you can use PulseHub's workflow tool to automatically request reviews from your happy clients, saving you time and boosting your online star rating.

This process is straightforward and does not require advanced technical skills.

Section 1: Connecting Your Google Business Profile

This step links your Google account to PulseHub, allowing the platform to manage your reviews.

Step 1: Navigate to Integrations

1. In the main PulseHub dashboard menu (on the left), click on Settings.

2. From the Settings menu, select Integrations.

Step 2: Connect Your Google Account

1. On the Integrations page, look for the section titled Google Business Profile.

2. Click the blue Connect button. A pop-up window from Google will appear.

3. Sign in to the Google Account that is the owner or manager of your Google Business Profile.

   • Note: If you manage multiple businesses, ensure you log in with the correct email address.

4. Google will ask for permission for PulseHub to access your business data. Review the permissions and click Allow or Continue.

5. After accepting permissions, you will be taken back to PulseHub. You will see a list of the Google Business Profiles associated with that email.

6. Select the correct business you want to link to your current PulseHub account.

Step 3: Confirmation

1. Once selected, the Integrations page will refresh.

2. The Google Business Profile section should now show your business name and a Connected status.

Section 2: Setting Up the Automated Review Request Workflow

Now that your business is connected, you can set up a simple automation to send a review link to a client as soon as they become a paying customer.

• This process uses the pre-built 'Send Review Request' action within the Workflows tool.

Step 1: Go to Workflows

1. In the main PulseHub dashboard menu, click on Automation.

2. Select Workflows from the top menu.

3. Click the Create Workflow button in the top right, then choose Start from Scratch.

Step 2: Define the Trigger (When to Send the Request)

The trigger is the action that starts the automation. For review requests, the best triggers are actions that confirm a successful transaction or service completion.

1. Click Add New Workflow Trigger.

2. In the pop-up, search for and select a trigger that suits your business:

   • If a client pays you: Select 'Invoice Status' or 'Stripe/PayPal Payment Received'.

   • If a job is finished: Select 'Opportunity Status Changed' and set the Pipeline to your sales pipeline and the Stage to 'Client/Job Complete' or 'Won'.

   • For this example, let us use the 'Opportunity Status Changed' trigger and set the filter to 'New Stage is Won'.

Step 3: Add the 'Send Review Request' Action

1. Under the Trigger block, click the Plus (+) icon to add a new action.

2. Scroll down to the 'Messaging' section or search for 'Send Review Request'. Select this action.

3. Configure the action settings:

   • Type: Choose SMS (recommended for high open rates) or Email.

   • Template: Customise the message that will be sent.

     • Recommended SMS Template: "Hi [Contact Name], thanks for choosing us! We hope you loved our service. Could you spare a minute to leave us a quick review here? [Review Link] - The [Your Business Name] Team."

4. PulseHub will automatically insert the correct review link, which splits the client between Google and Facebook, or just sends the Google link if only Google is connected.

Step 4: Save and Publish

1. In the top right corner of the Workflow builder, ensure the workflow is set to Publish.

2. Click Save in the top right.

Your PulseHub is now set up to automatically ask for a review when a client completes your 'Won' stage. This consistency will significantly improve your online rating.