Send notecards in thanks.io for updated pipeline stages in LeadConnector
Effortlessly stay on top of your customer outreach with this LeadConnector and thanks.io automation. When a pipeline stage changes in LeadConnector, a notecard will be sent through thanks.io, ensuring timely and personalized engagement with your leads. Save time and maintain consistent communication throughout your sales process with this seamless workflow.
Effortlessly stay on top of your customer outreach with this LeadConnector and thanks.io automation. When a pipeline stage changes in LeadConnector, a notecard will be sent through thanks.io, ensuring timely and personalized engagement with your leads. Save time and maintain consistent communication throughout your sales process with this seamless workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Notecard
Sends a notecard to a customer using the provided template ID or a body, as well as contact and address information.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Order IDRequired
Try It