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Triggered cards salesforce zapier instructions

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Triggered cards salesforce zapier instructions

  1. 1. Start by Clicking “Make a Zap!” Click here
  2. 2. Step 1a - Connect Salesforce with Thankster You must have accounts for both Choose from the dropdowns
  3. 3. Step 1b - Choose Salesforce as the Trigger App Pick Salesforce as the trigger app
  4. 4. Step 1c - Choose Thankster as the Action App Pick Thankster as the action app. NOTE: TriggeredCards and Thankster are the same.
  5. 5. 1d - Choose a Specific Trigger and Action Pick Thankster as the action app. NOTE: TriggeredCards and Thankster are the same.
  6. 6. Step 1e - Choose a Specific Trigger, Such as New Lead Pick “New Lead”, or “New Account” - whatever you want to generate the handwritten card
  7. 7. Step 1f - Choose the Specific Action Pick “Send Cards”
  8. 8. Now you have a specific trigger and action... ...So click “Continue”
  9. 9. Step 2 - Connect Your Salesforce Account Click here Name your salesforce account for use in Zapier Leave this as “production”
  10. 10. Step 3 - Connect Your Thankster Account Select your Thankster account
  11. 11. Step 4 - Filter Your Trigger (Optional) You can skip this step, unless you want to be more specific about which New Leads are mailed.
  12. 12. Step 5 - Match Up Fields Pick a Thankster project from your account. The font and message styles (such as font color and line angle) will be taken from this project. Click “insert fields” to insert each receiver field. Do not type them in. Each field you insert indicates which Salesforce field to grab this data from. These will populate the recipient addresses on your envelopes, and will appear in the same handwriting font as they are in your selected Thankster message. Fill in the sender fields. These will be used for the return address in your envelopes, and will appear in the same handwriting font as your message.
  13. 13. Step 5 - Write Message Put the cursor after “Dear “, and click “Insert fields”. Then Select the Salesforce field corresponding to first name. The lead’s first name will be grabbed from Salesforce. Then type your main message. If you need to write more, you can write on the other inside page (Thankster cards are folder cards). IMPORTANT - Don’t type more than 150 characters on either page unless you check to be sure your message fits using the Thankster project selected at the beginning of Step 5.
  14. 14. Steps 6 and 7 - Test, Name, and Turn on Your Zap

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