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Inspiración en automatización

3 min de lectura

5 formas de agradecer automáticamente a sus clientes

Por Krystina Martinez · Julio 1, 2022
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It's tough to retain customers, but a memorable experience keeps them coming back. One way to do that: Thank your customers. 

Why? Showing gratitude helps keep your customers happy, feel valued, and more likely to keep doing business with you. 

With Zapier, you can automate post-purchase thank yous for a more personal customer experience—and you don't have to panic about forgotten follow-ups. Here are a few ways you can use Zaps—what we call our automated workflows—to show your appreciation. 

Necesitará una cuenta Zapier para utilizar los flujos de trabajo de esta pieza. Si aún no tienes una cuenta, comenzar es gratis.

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  • Send a thank you message

  • Send a handwritten card

  • Send swag

  • Send useful content

Send a thank you email or text

You just closed a deal and earned a new customer. Good job! But you're not done yet.

Before you move on to the next sale, thank your new customer for choosing to do business with you. You can use Zapier to set up automatic thank-yous whenever there's a new purchase or closed deal. 

Send your message through your email marketing platform, a text service, or straight from your work email with one of these Zaps.

Para comenzar con una plantilla Zap (lo que llamamos nuestros flujos de trabajo predefinidos), simplemente haz clic en el botón. Solo te llevará unos minutos configurarlo. Puedes leer más sobre cómo configurar Zaps aquí.

Add updated Salesforce records to a Mailchimp tag

Add updated Salesforce records to a Mailchimp tag
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  • Mailchimp logotipo
Salesforce + Mailchimp

Enviar correos electrónicos a través de Gmail cuando se actualicen las filas de Hojas de cálculo de Google

Enviar correos electrónicos a través de Gmail cuando se actualicen las filas de Hojas de cálculo de Google
  • Google Sheets logotipo
  • Gmail logotipo
Google Sheets + Gmail

Thank Stripe customers with a Gmail email

Thank Stripe customers with a Gmail email
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  • Gmail logotipo
Stripe + Gmail

Enviar mensajes de texto de Twilio para nuevos cambios en las propiedades de contacto de HubSpot

Enviar mensajes de texto de Twilio para nuevos cambios en las propiedades de contacto de HubSpot
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  • Twilio logotipo
HubSpot + Twilio

Want to make your message to be more human? Customize your message text when you're setting up your Zap. You can map data from the apps used in your Zaps to add your customer's name, the product they purchased, or other personalized details.

You can also adjust the timing of your message with Delay. Available on our paid plans, delay steps allow you to control the timing of your Zap's actions. 

For example, you could automatically message a new customer 15 minutes after marking a deal closed and won in your CRM (Customer Relationship Management) tool. That way, it's not super obvious it's an automated message.

Leer más: Automatically follow up with customers for new reviews

Send a handwritten card

Handwritten notes are a pleasant surprise. They add an extra level of personalization, but it can be time-consuming to do yourself. 

If you don't have the time (or you're worried about your handwriting), services like Handwrytten and Thankster will send handwritten cards for you. Pair them with Zapier, and you can make handwritten cards a regular part of the customer experience, no stamp-licking necessary. 

To get started, try these Zaps, which will automatically create and send new handwritten notes from your CRM or spreadsheet contacts. 

Mail Thankster handwritten cards with new contact changes in Hubspot

Mail Thankster handwritten cards with new contact changes in Hubspot
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  • Thankster logotipo
HubSpot + Thankster

Send Thankster cards for new rows on Google Sheets

Send Thankster cards for new rows on Google Sheets
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  • Thankster logotipo
Google Sheets + Thankster

Send Handwrytten cards for updated Salesforce records

Send Handwrytten cards for updated Salesforce records
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  • Handwrytten logotipo
Salesforce + Handwrytten

Send swag and gifts

Everyone loves swag, but managing orders and fulfillment is stressful. If you use a swag management platform like Printfection, you can use a Zap to automatically create new orders from contacts in your CRM, a spreadsheet, or a form. 

Create and send Printfection giveaway links from Google Form responses

Create and send Printfection giveaway links from Google Form responses
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  • Printfection logotipo
  • Gmail logotipo
Google Forms + Printfection + Gmail

Add Printfection gift URL to new contacts on a list in HubSpot

Add Printfection gift URL to new contacts on a list in HubSpot
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  • Printfection logotipo
  • HubSpot logotipo
HubSpot + Printfection

Send Printfection gift URL to new contact from a Google Sheet

Send Printfection gift URL to new contact from a Google Sheet
  • Google Sheets logotipo
  • Email by Zapier logotipo
Google Sheets + Email by Zapier

Add Printfection gift URL to updated Salesforce records

Add Printfection gift URL to updated Salesforce records
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  • Printfection logotipo
  • Salesforce logotipo
Salesforce + Printfection

Note: Some of these Zaps are multi-step Zaps, which are available on paid plans or the first two weeks of a paid trial. 

Prefer sending digital gift cards? These Zaps will automatically send e-gift cards to customers, so you don't have to remember to do it yourself. 

Send e-gift cards via Tango Card when contact properties change in HubSpot

Send e-gift cards via Tango Card when contact properties change in HubSpot
  • HubSpot logotipo
  • Tango logotipo
HubSpot + Tango

Order Tango Card e-gift cards for new custom objects in Salesforce

Order Tango Card e-gift cards for new custom objects in Salesforce
  • Salesforce logotipo
  • Tango logotipo
Salesforce + Tango

Send content

Depending on the products or services you offer, consider sending your customers a useful piece of content as a thank you. It can be a great way to follow up on customer interactions, address their needs, and increase customer retention. 

Depending on the apps you use to communicate with customers, you may need to upload your content somewhere first, such as a cloud storage app or CRM. 

Then, set up a Zap that sends an email when there's a new purchase or an updated record in your CRM. When customizing your message, be sure to include the link to the file you want to send. You can either hyperlink it within text or send it as an attachment, depending on the app you're using. 

A thank you message for a customer with a link embedded in the message to a Dropbox file.

Learn more about how file attachments work in Zaps.

These Zaps are a good place to start: 

Add customers to ActiveCampaign automations when they are charged on Stripe

Add customers to ActiveCampaign automations when they are charged on Stripe
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  • ActiveCampaign logotipo
Stripe + ActiveCampaign

Envíe correos electrónicos de Microsoft Outlook para obtener oportunidades actualizadas de Microsoft Dynamics 365

Envíe correos electrónicos de Microsoft Outlook para obtener oportunidades actualizadas de Microsoft Dynamics 365
  • Microsoft Dynamics 365 CRM logotipo
  • Logotipo de Microsoft Outlook
Microsoft Dynamics 365 CRM + Microsoft Outlook

Send Gmail emails for updated Salesforce records

Send Gmail emails for updated Salesforce records
  • Salesforce logotipo
  • Gmail logotipo
Salesforce + Gmail

Show a little (automated) appreciation

When your customers feel valued and taken care of, they're more likely to stick around. Automation with Zapier can help you include personal touches throughout the customer experience. 

A previous version of this article was published in 2019 by Jasmine Williams. It was updated in June 2022 by Krystina Martinez.

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