Automated Postcard Sending via CentralStationCRM and EchtPost Integration

Overview

This workflow automates the process of sending physical postcards to contacts in CentralStationCRM using EchtPost. When a person's record is updated in CentralStationCRM, the workflow checks if the contact is tagged with 'EchtPost'. If so, it prepares the necessary data and triggers EchtPost to send a postcard.

Key Features

• Monitors updates to contacts in CentralStationCRM via webhook.
• Evaluates contact tags to identify those marked for postcard campaigns.
• Automatically sets and formats required fields for EchtPost integration.
• Seamlessly triggers EchtPost to dispatch personalized postcards.

Benefits

• Reduces manual effort in direct mail campaigns.
• Ensures timely, targeted communication with selected contacts.
• Minimizes errors by automating data transfer and postcard sending.
• Enhances CRM-driven marketing and customer engagement.

Use Cases

• Marketing teams running personalized direct mail campaigns.
• Sales teams sending follow-up postcards to high-value leads.
• Customer success teams delivering thank-you notes or event invitations.

Integrations & Automation

This workflow leverages CentralStationCRM for contact management and EchtPost for physical mail delivery, connected via webhook and conditional logic. The automation saves time, increases accuracy, and enables scalable, personalized outreach.