Connect Thanks.io and OneHash CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thanks.io
Choose an Action
Automatically do this!
Create new lead
Update lead details
Create a record
Ready to use Thanks.io and OneHash CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
Do thisActions
Action is the task that follows automatically within your Thanks.io integrations.
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.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
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Frequently Asked Questions
To start, connect both your Thanks.io and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Thanks.io triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how Thanks.io data is recorded in OneHash CRM. This includes choosing which data fields go into which fields of OneHash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Thanks.io and OneHash 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 OneHash 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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
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