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Compass + thanks.io

"create new Compass leads from thanks.io qr code scans"

Convert your QR Code scans in Thanks.io into new leads in Compass effectively using this seamless workflow. With each scan, the process starts working instantly, creating a potential lead within Compass. It not only saves your time but also ensures no valuable lead is missed in your sales pipeline. Manage your leads efficiently and increase your productivity with this user-friendly automation.

Convert your QR Code scans in Thanks.io into new leads in Compass effectively using this seamless workflow. With each scan, the process starts working instantly, creating a potential lead within Compass. It not only saves your time but also ensures no valuable lead is missed in your sales pipeline. Manage your leads efficiently and increase your productivity with this user-friendly automation.

  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!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Order IDRequired

    Trigger
    Scheduled
    Try It
    • 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 AddressRequired

    • 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

    • 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
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About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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