For Customer Success Teams

See who's happy.
Act before it's too late.

Every contact in HubSpot shows their review history. A low rating surfaces the signal immediately. A happy customer gets a review request at exactly the right moment. All without leaving HubSpot.

Try ProofFlow See all features

Three things that happen without ProofFlow

CS teams are often the last to know when something is wrong, and the first to be blamed for churn.

A 2-star review comes in. You find out three weeks later when the damage is already done.

Review data sits in a separate tool nobody opens. Someone has to stumble across it. By then it's already a churn conversation.

A customer renews and says it's been great. Nobody asks for a review. The moment passes.

The best window is right after a milestone or renewal. It closes fast. If you're not asking at that moment, you're missing most of them.

You open a contact before a QBR. No sign of whether they're happy or quietly frustrated.

Review data should be in HubSpot with everything else, not scattered across tools your team never opens.

What changes when you use ProofFlow

01

Review history on every contact record

Open any contact in HubSpot and you see their review history right there in the sidebar. How many reviews, what rating, what they said last. You can also send them a review request without leaving the record.

  • 7 review properties synced to every contact in real time
  • Contact timeline shows when they were asked and when they responded
  • Send a review request from the contact record without leaving HubSpot
HubSpot ProofFlow Reviews Jane Doe
4
Reviews
1
Pending
3
Published
4.9
Rating
Latest: "Saved us 8 hours a week" Published
Submitted 2 weeks ago
02

React to low ratings before they become churn

Every review is synced to the contact in HubSpot the moment it comes in. That means you can build a simple workflow to trigger on a low rating: create a ticket, assign it to the account owner, set a response deadline. ProofFlow surfaces the signal; your team decides how to act.

  • Rating synced to the contact record the moment a review is submitted
  • Trigger a HubSpot workflow on rating score, e.g. create a ticket when rating is 1 or 2
  • The Insights Dashboard flags recurring complaints across your full book of business
Workflow: Low rating received Active
1
Trigger: Review rating is 1 or 2
immediately
2
Create ticket and assign to contact owner
then
3
Set SLA: respond within 1 hour
03

Collect reviews when customers are happiest

The best reviews come right after a milestone. Renewal just completed. NPS above 8. A successful QBR. Set up a HubSpot workflow to send a review request at that exact moment, or send one manually from the contact record in two clicks.

  • Trigger on: renewal, NPS above 8, QBR completed, or any custom property
  • Or send manually from the contact record in two clicks, no other tool needed
  • A 5-star review can trigger a referral request workflow, 3 weeks later
← Automation Request review after renewal ON
Trigger enrollment for contacts
Contract renewal date is in the past 7 days
OR
Latest NPS rating is greater than 8
+
Send Review Request
Send review request to {{ email }}
End
04

Protect revenue. Spot opportunities. Act before it's too late.

The Review Insights Dashboard reads across all your reviews and surfaces what matters for CS: accounts with recurring complaints, customers who mentioned expansion or referrals, and satisfaction trends by segment. Each insight links directly to a HubSpot list or workflow so you can act immediately.

  • Spot at-risk accounts before churn: recurring complaints flagged in red
  • Identify upsell and expansion candidates: customers who mention growing or needing more
  • Find referral-ready customers: those who said they would recommend you
Review Insights
Powered by ProofFlow
75
Reviews
4.48
Avg Rating
86%
Rating ≥ 4
67%
Five-Star
"Onboarding delays" flagged in 5 low-rated reviews this month. Create a workflow to assign a recovery task when rating ≤ 2.
7 customers mentioned they'd like to expand usage or add team members. Good upsell candidates.
12 reviewers explicitly say they'd recommend you. Enroll them in a referral sequence.

What CS gets out of ProofFlow

Contact CRM Card

Review history on every contact. Send a request in two clicks without leaving the record.

React to Low Ratings Fast

Rating synced to HubSpot the moment it's submitted. Build a workflow to trigger on low scores: create a ticket, assign it, set a deadline.

Milestone Triggers

Ask for a review when a customer renews, hits a high NPS, or completes a QBR. Set it once in HubSpot workflows.

Insights Dashboard

See if the same complaint keeps showing up. Spot accounts that haven't been asked in a while. All from inside HubSpot.

Stop finding out about problems too late

Connect ProofFlow to HubSpot in minutes and start getting the full picture on every customer.

HubSpot Connect Your HubSpot

Free during beta · No credit card required · GDPR-compliant, EU-hosted