HubSpot + ReviewWheel

How it works

A deal in HubSpot moves to the stage you designated

For service businesses that scaled past field-management tools, HubSpot is usually where deal-stage truth lives. The closed-won move is the most natural review trigger for most operators — but HubSpot’s flexible enough that we can also fire on a custom stage like “Job Complete” or “Final Inspection Passed” if you’ve structured your pipeline that way. In the wizard, you pick the right stage for your operation.

ReviewWheel reads the deal-stage event and pulls contact + deal data

The moment the deal moves into the trigger stage, ReviewWheel sees it through HubSpot’s webhook. Contact name, phone, email, deal value, and the deal stage all flow into the request queue. The deal value is the part that unlocks a useful behavior: high-value deals can be routed through a different timing or message template than smaller deals, because a $25K HVAC install warrants a different cadence than a $300 maintenance call.

A request goes out personalized to the contact and the work

Branded SMS or email lands the same business day. Contact’s name, your logo, one-tap link to Google. For multi-location service companies running HubSpot — where the office is centralized but the work happens across territories — this is often the cleanest way to keep review velocity consistent: the trigger lives in the system the office already maintains, and the field teams don’t have to touch anything. Reviews compound across all locations without each manager having to manage a separate review process.