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Webhook-Based CRM Integration

What it is​

Any CRM that can send an outbound HTTP POST - Salesforce, Pipedrive, ActiveCampaign, Keap, Monday.com, and others - can trigger a thanks.io mail send. This guide covers the general pattern.

For platform-specific steps, see HighLevel or Bold Trail / kvCORE.

General setup steps​

  1. Get your API token - go to Settings → API Tokens and create a Personal Access Token.
  2. Note your template IDs - open your Image Templates and Message Templates and note the IDs.
  3. Create the webhook in your CRM - fire on the event you want to trigger mail (deal stage change, tag added, contact created, etc.).
  4. Configure the HTTP request:
    • Method: POST
    • URL: https://api.thanks.io/api/v2/send/{mailer-type} (replace {mailer-type} with postcard, letter, windowlessletter, notecard, magnacard, or giftcard)
    • Headers: Authorization: Bearer YOUR_API_TOKEN and Content-Type: application/json
    • Body: JSON with recipient and template fields (see docs.thanks.io for the full schema)
  5. Map CRM fields to the thanks.io recipient schema (name, street, city, state, ZIP).
  6. Enable API Testing Mode in Account Settings and test with a single record.
  7. Check the Audit Log at Settings → Audit Log to confirm the request was received.
  8. Disable Testing Mode and go live.

Tips & best practices​

  • Always test with API Testing Mode before going live.
  • Use the Audit Log to diagnose failed API calls - it shows requests received, responses returned, and validation errors.
  • Validate address fields in your CRM before sending; missing addresses cause 422 errors.
  • Implement exponential backoff for 429 (rate limit) responses.