Pipedrive and Thankster Integration

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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.

Swap Apps

Pipedrive

Thankster

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Thankster

Create a New Scenario to Connect Pipedrive and Thankster

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – 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.

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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.

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Connect Pipedrive

Sign In
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Run node once

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.

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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.

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Run node once

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.

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Connect Thankster

Thankster Oauth 2.0

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The action ID

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Run node once

Set Up the Pipedrive and Thankster Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Pipedrive, Thankster, and any additional nodes, don’t 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 β€œRun once” 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.

Most powerful ways to connect Pipedrive and Thankster

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.

Pipedrive and Thankster integration alternatives

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.

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.

See how Latenode works

FAQ Pipedrive and Thankster

How can I connect my Pipedrive account to Thankster using Latenode?

To connect your Pipedrive account to Thankster on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Pipedrive and click on "Connect".
  • Authenticate your Pipedrive and Thankster accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically sending a thank you card when a deal reaches a specific stage.
  • Creating personalized cards based on Pipedrive contact information.
  • Triggering card sends for high-value deals to show appreciation.
  • Updating Pipedrive notes with Thankster card delivery confirmations.
  • Sending birthday cards to Pipedrive contacts automatically.

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:

  • Rate limits on Pipedrive and Thankster APIs may affect high-volume workflows.
  • Complex card designs may require Thankster's design tools directly.
  • Custom Pipedrive fields may need specific mapping configurations.

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