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.