Send Thanks.io birthday wishes to HubSpot CRM contacts
Apps used in template
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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.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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