Loading
Loading
  • Home

  • Automation with Zapier

  • Automation inspiration

Automation inspiration

3 min read

5 ways to automatically thank your customers and clients

By Krystina Martinez · July 1, 2022
thank-customers primary img

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. 

You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.

Skip ahead

  • 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.

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add updated Salesforce records to a Mailchimp tag

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

Send emails via Gmail when Google Sheets rows are updated

Send emails via Gmail when Google Sheets rows are updated
  • Google Sheets logo
  • Gmail logo
Google Sheets + Gmail

Thank Stripe customers with a Gmail email

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

Send Twilio texts for new HubSpot contact property changes

Send Twilio texts for new HubSpot contact property changes
  • HubSpot logo
  • Twilio logo
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.

Read more: 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
  • HubSpot logo
  • Thankster logo
HubSpot + Thankster

Send Thankster cards for new rows on Google Sheets

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

Send Handwrytten cards for updated Salesforce records

Send Handwrytten cards for updated Salesforce records
  • Salesforce logo
  • Handwrytten logo
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
  • Google Forms logo
  • Printfection logo
  • Gmail logo
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
  • HubSpot logo
  • Printfection logo
  • HubSpot logo
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 logo
  • Printfection logo
  • Email by Zapier logo
Google Sheets + Printfection + Email by Zapier

Add Printfection gift URL to updated Salesforce records

Add Printfection gift URL to updated Salesforce records
  • Salesforce logo
  • Printfection logo
  • Salesforce logo
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 logo
  • Tango logo
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 logo
  • Tango logo
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
  • Stripe logo
  • ActiveCampaign logo
Stripe + ActiveCampaign

Send Microsoft Outlook emails for updated Microsoft Dynamics CRM opportunities

Send Microsoft Outlook emails for updated Microsoft Dynamics CRM opportunities
  • Microsoft Dynamics 365 CRM logo
  • Microsoft Outlook logo
Microsoft Dynamics 365 CRM + Microsoft Outlook

Send Gmail emails for updated Salesforce records

Send Gmail emails for updated Salesforce records
  • Salesforce logo
  • Gmail logo
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.

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

tags

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'