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Automatically send personalized Thankster cards when deals reach specific stages in Pipedrive. Latenode lets you add custom logic with JavaScript and scales affordably, ensuring timely, personal outreach that boosts conversion rates.
Connect Pipedrive and Thankster in minutes with Latenode.
Create Pipedrive to Thankster workflow
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Create a New Scenario to Connect Pipedrive and Thankster
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or Thankster will be your first step. To do this, click "Choose an app," find Pipedrive or Thankster, and select the appropriate trigger to start the scenario.
Add the Pipedrive Node
Select the Pipedrive node from the app selection panel on the right.
Pipedrive
Configure the Pipedrive
Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Thankster Node
Next, click the plus (+) icon on the Pipedrive node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
Pipedrive
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Thankster
Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Pipedrive and Thankster Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Pipedrive and Thankster Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Thankster
Trigger on Webhook
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Pipedrive
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pipedrive, Thankster, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Pipedrive and Thankster integration works as expected. Depending on your setup, data should flow between Pipedrive and Thankster (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipedrive + Thankster + Slack: When a deal is won in Pipedrive, a Thankster card is sent to the customer. The sales team is then notified in a Slack channel about the successful deal and the sent card.
Thankster + Pipedrive + Gmail: After a card is sent via Thankster, the automation logs the action as a note in Pipedrive, associated with the relevant deal, and then sends an email notification to the deal owner via Gmail.
About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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About Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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How can I connect my Pipedrive account to Thankster using Latenode?
To connect your Pipedrive account to Thankster on Latenode, follow these steps:
Can I automate thank you notes for new Pipedrive deals?
Yes, you can! Latenode lets you trigger Thankster cards upon new Pipedrive deals. Personalized, automated gratitude fosters stronger client relationships and boosts retention.
What types of tasks can I perform by integrating Pipedrive with Thankster?
Integrating Pipedrive with Thankster allows you to perform various tasks, including:
How easily can I customize my Pipedrive data within Latenode workflows?
Latenode offers full data mapping, JavaScript blocks, and AI tools, making it simple to transform Pipedrive data for use in Thankster cards.
Are there any limitations to the Pipedrive and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: