AgencyZoom + thanks.io integrations
Send postcards from thanks.io for new AgencyZoom policies sold
Want to create a WOW experience for your new customers but don't have the time? This integration will automatically trigger thanks.io to send your new customers a handwritten postcards as a thank you whenever a new AgencyZoom policy is sold.
- When this happens...New Policy SoldTriggers when a new policy is sold.
- automatically do this!Send PostcardImmediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with AgencyZoom and thanks.io
Discover other triggers and actions you can use with AgencyZoom and thanks.io
- Lead Created
Triggers when a new Lead is added.
Try ItTriggerInstant - New Policy Sold
Triggers when a new policy is sold.
Try ItTriggerInstant - Service Request Status Change
Triggers when the status of a Service Request changes.
Try ItTriggerInstant - Business NameRequired
- Contact Name
ActionWrite
- Lead Status Change
Triggers when the status of a Lead changes.
Try ItTriggerInstant - Service Request Created
Triggers when a new Service Request is created.
Try ItTriggerInstant - TitleRequired
- Lead contact emailRequired
- Activity noteRequired
ActionWrite- NameRequired
ActionWrite
Related categories
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
Related categories




