LeadConnector + thanks.io
Send windowed letters in thanks.io whenever pipeline stages change in LeadConnector
Streamline your workflow and save time with this automation. Whenever a lead's stage changes in LeadConnector, a letter will be promptly sent using thanks.io. This process not only enhances your communication response time with leads but also makes sure none of them slips through the cracks. Utilize this efficient workflow and increase productivity while maintaining high levels of customer engagement.
Streamline your workflow and save time with this automation. Whenever a lead's stage changes in LeadConnector, a letter will be promptly sent using thanks.io. This process not only enhances your communication response time with leads but also makes sure none of them slips through the cracks. Utilize this efficient workflow and increase productivity while maintaining high levels of customer engagement.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Windowed Letter
Immediately sends a Windowed Letter. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.
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- 14 day trial for premium features & apps
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
Order IDRequired
Try It
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
Date of Birth
Workflow IDRequired
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
Mailing List (if not selected, trigger will apply to all recipients)
Try It
