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5 ways to automatically thank your customers and clients

By Krystina Martinez · July 1, 2022
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It's tough to retain customers, but a memorable experience keeps them coming back. One way to do that: Thank your customers. 

Why? Showing gratitude helps keep your customers happy, feel valued, and more likely to keep doing business with you. 

With Zapier, you can automate post-purchase thank yous for a more personal customer experience—and you don't have to panic about forgotten follow-ups. Here are a few ways you can use Zaps—what we call our automated workflows—to show your appreciation. 

You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.

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Send a thank you email or text

You just closed a deal and earned a new customer. Good job! But you're not done yet.

Before you move on to the next sale, thank your new customer for choosing to do business with you. You can use Zapier to set up automatic thank-yous whenever there's a new purchase or closed deal. 

Send your message through your email marketing platform, a text service, or straight from your work email with one of these Zaps.

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add updated Salesforce records to a Mailchimp tag

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Salesforce + Mailchimp
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    When you need to send one-off emails to customers through Mailchimp, this integration makes it easy. Here's how it works: when there's an update to a specific field in a Salesforce record, Zapier will add or update the subscriber in a Mailchimp audience and give it a specific tag.

    Send emails via Gmail when Google Sheets rows are updated

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      This integration makes it easy to trigger an email via Gmail for updates in a Google Spreadsheet. You can trigger an email based on any update or specific updates to a certain column. Get step-by-step directions in our

      Thank Stripe customers with a Gmail email

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      Stripe + Gmail
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        Sometimes, all it takes to start a relationship between you and a new customer is a personalized email. Use this Zap to send an email from your Gmail account whenever you receive a new payment in Stripe.

        Send Twilio texts for new HubSpot contact property changes

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        HubSpot + Twilio
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          A quick follow-up call to a sales prospect can be the difference between a won and lost opportunity. This HubSpot -Twilio integration helps you get the wins by automatically texting your team when you change a contact property, such as calling a person a "lead."

          Want to make your message to be more human? Customize your message text when you're setting up your Zap. You can map data from the apps used in your Zaps to add your customer's name, the product they purchased, or other personalized details.

          You can also adjust the timing of your message with Delay. Available on our paid plans, delay steps allow you to control the timing of your Zap's actions. 

          For example, you could automatically message a new customer 15 minutes after marking a deal closed and won in your CRM (Customer Relationship Management) tool. That way, it's not super obvious it's an automated message.

          Send a handwritten card

          Handwritten notes are a pleasant surprise. They add an extra level of personalization, but it can be time-consuming to do yourself. 

          If you don't have the time (or you're worried about your handwriting), services like Handwrytten and Thankster will send handwritten cards for you. Pair them with Zapier, and you can make handwritten cards a regular part of the customer experience, no stamp-licking necessary. 

          To get started, try these Zaps, which will automatically create and send new handwritten notes from your CRM or spreadsheet contacts. 

          Mail Thankster handwritten cards with new contact changes in Hubspot

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          HubSpot + Thankster
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            Need to take your outreach to the next level with customers or prospects? How about using handwritten cards? Zapier can help you do this automatically by connecting Hubspot with Thankster. With this automation, a handwritten card will be created and mailed whenever a contact property change occurs.

            Send Thankster cards for new rows on Google Sheets

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            Google Sheets + Thankster
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              Getting ready to mail out some cards to your contacts? Before you go doing it yourself, consider using Zapier automation to simplify your life, making the process as easy as adding a row to a spreadsheet. This Zap will trigger with every new row added to Google Sheets, automatically passing the details along to Thankster so your personalized card can be sent out immediately.

              Send Handwrytten cards for updated Salesforce records

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              Salesforce + Handwrytten
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                Surprise and delight your new customers with this integration. Whenever there's an updated Salesforce record, this Zap will automatically send a Handwrytten card to the recipient.

                Send swag and gifts

                Everyone loves swag, but managing orders and fulfillment is stressful. If you use a swag management platform like Printfection, you can use a Zap to automatically create new orders from contacts in your CRM, a spreadsheet, or a form. 

                Create and send Printfection giveaway links from Google Form responses

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                Google Forms + Printfection + Gmail
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                  Go the extra mile for your customers with this Zap. Whenever you receive a new response in a Google Form, this Zap will automatically create a Printfection giveaway link and include it in a Gmail email.

                  Add Printfection gift URL to new contacts on a list in HubSpot

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                  HubSpot + Printfection
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                    Want to send gifts to your contacts in your CRM? Easily add a unique Printfection giveaway gift URL to new contacts within a specific list in HubSpot. This is the perfect way to excite contacts in your sales or marketing workflow.

                    Send Printfection gift URL to new contact from a Google Sheet

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                    Google Sheets + Email by Zapier
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                      Maintain a list of swag recipients in a Google Sheet, and when a row is updated with the proper value, an email with the Printfection giveaway URL will be sent to that contact.

                      Add Printfection gift URL to updated Salesforce records

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                      • Printfection logo
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                      Salesforce + Printfection
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                        Want to send gifts to your new customers? Easily add a unique Printfection giveaway gift URL to an updated record in Salesforce. This is the perfect way to excite new leads in your sales workflow, and you can easily go the extra mile.

                        Note: Some of these Zaps are multi-step Zaps, which are available on paid plans or the first two weeks of a paid trial. 

                        Prefer sending digital gift cards? These Zaps will automatically send e-gift cards to customers, so you don't have to remember to do it yourself. 

                        Send e-gift cards via Tango Card when contact properties change in HubSpot

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                          Did someone do something awesome to help your business out? Us marketers need our friends and it's easy to say thanks with an e-gift card. This automation lets you specify a contact property for Zapier to keep an eye on in the background, and then trigger the delivery of a digital gift card when it changes.

                          Order Tango Card e-gift cards for new custom objects in Salesforce

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                          Salesforce + Tango
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                            Send gifts, process rebates, reward referrals, and much more with e-gift cards. Deliver e-gift cards automatically by triggering off a new custom object in Salesforce. With this handy automation, the hard work will be done for you.

                            Send content

                            Depending on the products or services you offer, consider sending your customers a useful piece of content as a thank you. It can be a great way to follow up on customer interactions, address their needs, and increase customer retention. 

                            Depending on the apps you use to communicate with customers, you may need to upload your content somewhere first, such as a cloud storage app or CRM. 

                            Then, set up a Zap that sends an email when there's a new purchase or an updated record in your CRM. When customizing your message, be sure to include the link to the file you want to send. You can either hyperlink it within text or send it as an attachment, depending on the app you're using. 

                            A thank you message for a customer with a link embedded in the message to a Dropbox file.

                            These Zaps are a good place to start: 

                            Add customers to ActiveCampaign automations when they are charged on Stripe

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                            Stripe + ActiveCampaign
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                              Use this automation to reach new customers with the right messages at the right times. When active, it adds contacts to ActiveCampaign automations whenever their credit cards have been charged on Stripe. You'll be able to add them to automated workflows that result in them getting targeted messages designed to help you achieve your business goals.

                              Send Microsoft Outlook emails for updated Microsoft Dynamics CRM opportunities

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                              Microsoft Dynamics 365 CRM + Microsoft Outlook
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                                Keep your sales pipeline moving with this integration. Whenever there's an updated opportunity in Microsoft Dynamics CRM, this Zap will automatically send an email through Microsoft Outlook. Follow-ups have never been more effortless!

                                Send Gmail emails for updated Salesforce records

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                                • Gmail logo
                                Salesforce + Gmail
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                                  Keep your sales pipeline moving with this integration. Whenever there's an updated Salesforce record, this Zap will automatically send an email through Gmail. Follow-ups have never been more effortless!

                                  Show a little (automated) appreciation

                                  When your customers feel valued and taken care of, they're more likely to stick around. Automation with Zapier can help you include personal touches throughout the customer experience. 

                                  A previous version of this article was published in 2019 by Jasmine Williams. It was updated in June 2022 by Krystina Martinez.

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