LeadConnector + thanks.io
Send postcards via thanks.io when pipeline stages change in LeadConnector
Improve your customer relations with this convenient workflow. When a lead moves to a different stage in the LeadConnector app, it prompts thanks.io to send a personalized postcard. This seamless process not only nurtures your relationships, but also enhances efficiency, saving you precious time and effort. Enjoy a streamlined customer experience with this simple but effective automation.
Improve your customer relations with this convenient workflow. When a lead moves to a different stage in the LeadConnector app, it prompts thanks.io to send a personalized postcard. This seamless process not only nurtures your relationships, but also enhances efficiency, saving you precious time and effort. Enjoy a streamlined customer experience with this simple but effective automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Postcard
Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Order IDRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Mailing List (if not selected, trigger will apply to all recipients)
Try It
