Capsule CRM + Thankster
Send cards in Thankster for new or updated opportunities in Capsule CRM
Keep your customer relationships strong by sending personalized cards whenever there's a new or updated opportunity in Capsule CRM. This workflow connects Capsule CRM to Thankster, ensuring that every time an opportunity is created or modified, a custom card is sent to your contact. Simply set up your card design in Thankster and let this automation take care of the rest, saving you time while maintaining a personal touch with your clients.
Keep your customer relationships strong by sending personalized cards whenever there's a new or updated opportunity in Capsule CRM. This workflow connects Capsule CRM to Thankster, ensuring that every time an opportunity is created or modified, a custom card is sent to your contact. Simply set up your card design in Thankster and let this automation take care of the rest, saving you time while maintaining a personal touch with your clients.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Send Cards
Automatically send handwritten cards.
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