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InsuredMine CRM Integration

Native integration​

InsuredMine offers a built-in integration with thanks.io. You can set it up directly from your InsuredMine account:

insuredmine.com/integrations/thanks-io/

Advanced configuration with Zapier​

For use cases not covered by the native integration, you can use Zapier to connect InsuredMine with thanks.io. Make sure to use contact-based triggers when setting up your Zaps:

insuredmine.com/knowledge-base/zapier-integration/

note

Physical mailing addresses are not included on certain types of triggers in InsuredMine, such as deal card triggers. Use contact-based triggers to ensure address data is available.