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Microsoft Dynamics 365 CRM + thanks.io

Microsoft Dynamics 365 CRM + thanks.io

Microsoft Dynamics 365 CRM + thanks.io integrations

Create recipients in thanks.io for new leads in Microsoft Dynamics 365 CRM

Efficiently nurture your new leads from Microsoft Dynamics 365 CRM by sending personalized, handwritten notes through thanks.io. With this workflow, as soon as a new lead is added to your CRM, a recipient will be automatically added in thanks.io, ensuring a unique and memorable touchpoint to help your business stand out and build stronger relationships with your prospects.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add Recipient
    Add Recipient
    Add RecipientAdds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
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More things you can do with Microsoft Dynamics 365 CRM and thanks.io

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and thanks.io

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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.
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