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Connecting InsuredMine CRM & thanks.io

Native Integration

InsuredMine offers a natve integration with thanks.io to connect with your CRM:

https://www.insuredmine.com/integrations/thanks-io/

Advanced Configuration

Zapier can be used for use cases outside of the native integration - make sure to use them on contact based triggers:

https://www.insuredmine.com/knowledge-base/zapier-integration/

Note that physical addresses are not sent on certain types of triggers, such as deal cards.