Send Thanks.io birthday wishes to HubSpot CRM contacts
Make.com2 modulesv1.0HubSpot
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.
About this workflow
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.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
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