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CRM Integrations

Attach CRM identifiers to your ReviewPanel data so downstream tools can route webhook payloads into your CRM.

How it works

ReviewPanel is not a direct CRM integration. Instead, you attach CRM metadata (company IDs, account IDs, or custom fields) to a business account. When its post-sync metrics webhook is sent, enabled metadata is included so your receiver can route the event.

ReviewPanel sends webhooks with your CRM identifiers. You configure and maintain the webhook-capable receiver or automation that sends the metrics into your CRM.

Supported fields

hubspotCompanyId — your HubSpot company record ID.
salesforceAccountId — your Salesforce account record ID.
Custom key-value pairs — up to 20 custom fields per location for any CRM or system.

Example workflow

1 ReviewPanel syncs a location and detects a new review.
2 Webhook fires with metrics + your hubspotCompanyId.
3 Zapier receives the webhook, extracts the company ID.
4 Zapier updates the HubSpot company record with the new rating/review count.

Payload example

{ "event": "business_account.metrics.updated", "data": { "locationId": "loc_abc123", "rating": 4.7, "reviewCount": 284, "crm": { "hubspotCompanyId": "12345678", "custom": { "region": "northeast", "accountManager": "jane@company.com" } } } }