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Compass + thanks.io
Compass + thanks.io
Create new leads in Compass when new recipients are added in thanks.io
Streamline your lead management process with this efficient workflow. Whenever a new recipient is added in the thanks.io platform, it immediately creates a new lead in the Compass app for you. This automatic transfer eliminates tedious manual data entry, saving you valuable time. With the seamless cooperation of thanks.io and Compass, enhance your real estate activity and transform connections into strong customer relationships.
- When this happens...New Recipient AddedTriggers when a Recipient is added to one of your mailing lists via the API, Zapier, landing pages, retargeting, or card builder manual add.
- automatically do this!Create a New LeadCreate a new lead in your Compass CRM.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with thanks.io and Compass
Discover other triggers and actions you can use with thanks.io and Compass
- Order IDRequired
Try ItTriggerPolling- Mailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerInstant- 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
- Anniversary
- Email
- Phone
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
ActionWrite- 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
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
ActionWrite
- Mailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerInstant- Mailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerInstant- 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
- Image URL
- Custom Background Image URL
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
ActionWrite- Radius Search AddressRequired
- Radius Search Record CountRequired
- Record Types
- Include Condos
- Use Property Owner
- Message
- Message Template
- Message Handwriting Style
- Image Template
- Image URL
- Custom Background Image
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Return Name
- Custom Return Street
- Custom Return Unit or Apt
- Custom Return City
- Custom Return State
- Custom Return Postal Code
- QR Code URL
- Sub Account
- Append Data
ActionWrite
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About thanks.io
thanks.io is a direct-mail automation platform sending handwritten-style postcards, letters, notecards, and gift cards with QR tracking from less than a stamp.
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