Use Case

CRMs and Lead Gen

Thankster can be used effectively with CRM software in a number of ways. We integrate with some directly, like Infusionsoft, and with thousands of others indirectly via our Zapier, Make, and Integrately integrations.

And while Thankster is known for automating the mailing of personalized thank you cards, it can also be utilized effectively for lead generation.

Some ways Thankster can be used effectively with CRMs


Automated Thank You Card Sending

With Thankster integrated into a CRM system, businesses can automatically trigger the sending of personalized thank you cards based on specific events or actions recorded in the CRM. For example, when a customer makes a purchase or reaches a milestone, the CRM can automatically send the necessary information to Thankster, which then generates and mails a handwritten thank you card to the customer.


Personalization based on CRM Data

Thankster can utilize the customer data stored in a CRM to personalize the content of the thank you cards. By leveraging CRM information such as customer names, purchase history, or preferences, Thankster can generate handwritten cards that include specific details relevant to each recipient, creating a more meaningful and personalized experience.


Integration with CRM Workflows

Thankster can be integrated into existing CRM workflows, allowing businesses to seamlessly incorporate the sending of thank you cards into their customer engagement processes. For instance, after a customer completes a support ticket, the CRM can automatically trigger a workflow that includes sending a thank you card to express appreciation for their patience and cooperation.


Tracking and Analytics

When Thankster is integrated with a CRM, businesses can track and analyze the impact of their thank you card campaigns. The CRM can capture data on customer responses, interactions, and subsequent behavior to measure the effectiveness of sending personalized thank you cards. This data can then be used to refine strategies and improve customer retention efforts.


Salesforce Triggers

Here are some triggers that can be used in the Salesforce integration, via Zapier:

New Outbound Message
New Record
Updated Field on Record
Updated Record


Some CRMs on Zapier

Some of the CRMs on Zapier, Make, and Integrately that we can connect with are Salesforce, Pipedrive, Wix Automations, Zoho CRM, Dubsado, Follow Up Boss, Close, kvCORE, Keap, Circle, NetHuntCRM, HoneyBook, Streak, Bark, Copper, Clio, Chime, Microsoft Dynamics 365 CRM, Zendesk Sell, Insightly, 17hats, Kommo

And some examples of how Thankster can be used to increase lead generation:

  • Sending a personalized thank you card to leads is the most basic use case – it shows them that you appreciate their interest in your business and that you’re excited to have them as a lead.
  • Lead Magnet Thank You Cards: When a potential lead signs up for a newsletter, downloads a free resource, or takes any other action to access a lead magnet, Thankster can automatically send a personalized thank you card expressing appreciation for their interest. The card can include a special offer, exclusive content, or a call-to-action to further engage the lead and encourage them to take the next step in the sales funnel.
  • Referral Thank You Cards: When a current customer or lead refers a new prospect to the business, Thankster can automatically send a personalized thank you card to acknowledge the referral. This gesture not only shows gratitude but also incentivizes the referrer by offering a reward or exclusive benefits for successful referrals. This encourages customers and leads to actively refer others, thereby increasing lead generation.
  • Event Follow-Up Thank You Cards: After attending a trade show, conference, or networking event, Thankster can be used to send personalized thank you cards to potential leads or contacts made during the event. These cards can express appreciation for their time and engagement and can include a reminder of the business’s offerings or an invitation for a follow-up meeting or demo.
  • Webinar or Online Event Thank You Cards: When a lead registers and attends a webinar or online event hosted by the business, Thankster can automatically send a personalized thank you card afterward. The card can include a summary of key takeaways, additional resources, or an offer for a consultation or product demo. This helps nurture the lead’s interest and encourages them to further engage with the business.

More Lead Gen Uses

Thank You Cards for Completed Surveys or Feedback: If a lead completes a survey or provides feedback on the business’s website or platform, Thankster can be used to send a personalized thank you card expressing appreciation for their input. The card can include a discount code, an invitation to a demo, or an offer to join a loyalty program, enticing the lead to explore the business’s offerings further.

Personalized Outreach to Qualified Leads: Thankster can integrate with lead scoring or CRM systems (see above) to identify highly qualified leads based on predefined criteria. Once a lead meets the qualification threshold, Thankster can automatically generate and send a personalized thank you card to initiate a one-on-one conversation or offer a customized solution. This personalized approach helps establish a connection and increases the chances of converting the lead into a customer.

Partner or Influencer Thank You Cards: Thankster can be used to send personalized thank you cards to partners or influencers who have supported the business or collaborated on a project. These cards can express gratitude for their contribution and can include a call-to-action for further collaboration or joint marketing efforts. This fosters goodwill and can lead to increased lead generation through partner referrals or influencer endorsements.

Sending cards to keep leads updated on your work:  Send leads regular updates about your business, such as new products or services, upcoming events, or blog posts. This will help them to stay informed about your business and feel like they’re part of the community.

Some examples:

  • A SaaS company sends a thank you card to leads who sign up for a free trial. The card includes a personalized message and a link to a blog post about the benefits of using the company’s software.
  • An e-commerce store sends a thank you card to leads who sign up for the company’s newsletter. The card includes a personalized message and a coupon for a future purchase.

If you use one of the lead gen apps on Zapier, Make, or Integrately, you can automate with Thankster in almost limitless ways (including with tools such as Facebook Lead Ads).  Plus we have our own built in automation tools.