Want to impress your customers? With Zapier can personalized cards automatically to every one: Set up this automation, and Zapier will automatically send a handwritten Thankster card each time a new person is added in Capsule CRM.
Note: Before you set up the Zap, you can create a custom card in Thankster (including cover design and handwriting style), or choose a generic card template.
How this Thankster-Capsule CRM integration works
- Add a new person in Capsule CRM
- Zapier sends a Thankster card to that new person
What you need
- Capsule CRM account
- Thankster account
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when a new address is created.
Automatically send handwritten cards.
Triggers when a given action is performed on a Task.
Creates a new Task.