Connect Thanks.io and Method CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thanks.io
Choose an Action
Automatically do this!
- Request a new Action for Method CRM
Enable Integrations or automations with these events of Thanks.io and Method CRM
Enable Integrations or automations with these events of Thanks.io and Method CRM
Actions
Delete Recipient
Deletes a Recipient from Mailing List.
Add Recipient
Adds 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.
Create Sub Account
Create Sub Account in thanks.io.
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Frequently Asked Questions
To start, connect both your Thanks.io and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Thanks.io triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Thanks.io data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Thanks.io and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Thanks.io and Method CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
Learn MoreAbout Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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