Do you integrate with any CRM’s or Marketing Automation platforms?
We have the ability to connect Thnks to Salesforce, as part of our business plans
Enterprise Plans can be customized to include additional technology integrations
Does Thnks integrate with Salesforce?
Teams using Thnks are able to connect to their salesforce account in order to automatically import information about gifts sent though Thnks into Salesforce.
For each gift sent, a note is added to the contact with the recipient’s email address, and a new contact is created if one doesn’t exist.
We can work with team managers to connect your salesforce account to Thnks, and enable this integration for each user under the team.
Once the sender has connected their Salesforce account successfully, the information about a sent gift will be imported to salesforce at the moment of gift delivery, as a past task related to the contact.
The following integration is in Beta currently;
Thnks also has the capability to enable automated gifting based on pre-defined triggers in Salesforce.
We can work with your team to set up automated gifts based on key state changes in Salesforce e.g. ‘Prospect to Qualification’ or ‘Negotiation to Closed Won’.
These gifts can also be tracked within your Salesforce, to report on their ROI.