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How Zapier works
Zapier makes it easy to integrate Salespanel with Thankster - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Visiting Company Qualified for a Segment" from Salespanel.
Add your action
An action happens after the trigger—such as "Send Cards" in Thankster.
You’re connected!
Zapier seamlessly connects Salespanel and Thankster, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SegmentRequired
Try ItTriggerInstant- SegmentRequired
Try ItTriggerInstant- Lead Score Updated
Triggers when lead score of a lead is updated.
Try ItTriggerInstant - Visitor IdentifierRequired
- CategoryRequired
- LabelRequired
- Activity Identifier
- Metadata
- Create a New Lead Automatically
ActionWrite
- Lead Identified
Triggers when a lead is identified.
Try ItTriggerInstant - Export Visitor
Triggers when you click the "Push to Zapier" button for a person or a visiting company lead in Salespanel.
Try ItTriggerInstant - Visiting Company Identified
Triggers when a new opportunity is identified.
Try ItTriggerInstant - Visitor IdentifierRequired
- Visitor AttributesRequired
- Create a New Lead Automatically
ActionWrite