Send Thanks.io birthday wishes to HubSpot CRM contacts
Send Thanks.io birthday wishes to HubSpot CRM contacts
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Use this template to automatically send a Thanks.io postcard to a HubSpot CRM contact who celebrates a birthday.
If you have birthdays stored in the HubSpot 'Date of birth' text property, the dates have to be in the same format. We recommend creating a custom date property.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Adds a recipient to a mailing list.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
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