LeadConnector + Thankster
Send cards in Thankster when pipeline stages are updated in LeadConnector
Accelerate your sales process with an efficient workflow that connects LeadConnector and Thankster. When a phase in your LeadConnector sales pipeline changes, this automation instantly sends a personalized card through Thankster. It's a perfect way to ensure consistent customer interaction and update them promptly about their stage in your sales process.
Accelerate your sales process with an efficient workflow that connects LeadConnector and Thankster. When a phase in your LeadConnector sales pipeline changes, this automation instantly sends a personalized card through Thankster. It's a perfect way to ensure consistent customer interaction and update them promptly about their stage in your sales process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Cards
Automatically send handwritten cards.
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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
Get Address Book
Triggers when a new address is created.
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
Select a Thankster TemplateRequired
Sender FirstnameRequired
Sender Lastname
Sender Company Name
Sender Address1Required
Sender Address2
Sender CityRequired
Sender State
Sender ZipRequired
Sender Country
Receiver FirstnameRequired
Receiver Lastname
Receiver Company
Receiver Address1Required
Receiver Address2
Receiver CityRequired
Receiver State
Receiver ZipRequired
Receiver Country
Text One
Text Two
Text Three
Text Four
Image One (URL)
Image Two (URL)
Image Three (URL)
Image Four (URL)
Sender Image
Recipient Image
