Skip to content
  • Salesforce logoSalesforce logo
  • thanks.io logothanks.io logo

Salesforce + thanks.io

"create new Salesforce leads from qr code scans in thanks.io"

Enhance your client management with this seamless workflow. When a QR Code is scanned in the thanks.io app, the associated details are instantly transferred into Salesforce as a new lead. This efficient process not only conserves time but also ensures no prospective customers are overlooked. Utilize this workflow to maintain an updated and prepared lead database within Salesforce, poised for business growth.

Enhance your client management with this seamless workflow. When a QR Code is scanned in the thanks.io app, the associated details are instantly transferred into Salesforce as a new lead. This efficient process not only conserves time but also ensures no prospective customers are overlooked. Utilize this workflow to maintain an updated and prepared lead database within Salesforce, poised for business growth.

  1. When this happens...
    thanks.iothanks.io
    QR Code Scan

    Triggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Mailing ListRequired

    • Recipient Full Name

    • Recipient First Name

    • Recipient Last Name

    • Recipient Company

    • Street or Complete Address

    • Address Line 2

    • City

    • State / Province

    • Postal Code

    • Country Code

    • Birthday

    • Email

    • Phone

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    Action
    Write
    • Recipient First Name

    • Recipient Last Name

    • Recipient Full Name

    • Full Address

    • Street Address

    • Unit or Apt (Address Line 2)

    • City

    • Postal Code

    • State / Province

    • Country Code

    • Recipient Email

    • Recipient Phone

    • Recipient Company Name

    • Message

    • Message Template

    • Message Handwriting Style

    • Image URL

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Additional Pages URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • QR Code URL

    • Sub Account

    Action
    Write
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Recipient First Name

    • Recipient Last Name

    • Recipient Full Name

    • Full Address

    • Street Address

    • Unit or Apt (Address Line 2)

    • City

    • Postal Code

    • State / Province

    • Country Code

    • Recipient Email

    • Recipient Phone

    • Recipient Company Name

    • Message

    • Message Template

    • Message Handwriting Style

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Image URL

    • Custom Background Image URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • Sub Account

    • Giftcard Amount in Cents

    • Giftcard Brand

    Action
    Write
    • Radius Search AddressRequired

    • Radius Search Record CountRequired

    • Record Types

    • Include Condos

    • Use Property Owner

    • Message

    • Message Template

    • Message Handwriting Style

    • Image URL

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Envelope

    • Additional Pages URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • Sub Account

    • Append Data

    Action
    Write
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
thanksio logo
thanksio logo

About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

Related categories