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Compass + thanks.io

Compass + thanks.io

Compass + thanks.io integrations

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.

  1. When this happens...
    New Recipient Added
    New Recipient Added
    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.
  2. automatically do this!
    Create a New Lead
    Create a New Lead
    Create a New LeadCreate a new lead in your Compass CRM.
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More things you can do with thanks.io and Compass

Discover other triggers and actions you can use with thanks.io and Compass

    • Order ID
      Required
    Trigger
    Polling
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)
    Trigger
    Instant
    Try It
    • Mailing List
      Required
    • 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
    • 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 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
    • 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
    • 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
    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
    • PDF URL Only
    • 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
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About Compass
Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
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Zapier Forms integrationsZapier Forms integrations
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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

Related Zap Templates

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

 

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