This Mailroom strategy session shows how to connect thanks.io to a CRM using muse.ai, Facebook’s AI agent platform, so new contacts flow into a thanks.io mailing list automatically. The same workflow works with any agent-capable assistant, and the CRM side can be GoHighLevel, HubSpot, Ontraport, Salesforce, Pipedrive, or another system.
The connection is built through plain conversation: authorize the two apps, pick a sub-account, name the mailing list in natural language, and set a check frequency. Once the bridge is in place, an automated thanks.io campaign sends a letter or postcard to each new lead days after it lands, turning CRM activity into direct mail with about three minutes of setup.
What we cover
- Connecting thanks.io to GoHighLevel through muse.ai’s agent platform
- Why the same flow works with other agent-capable tools and CRMs
- Authorizing accounts and linking a sub-account in a few clicks
- Targeting an existing thanks.io mailing list without needing a list ID
- Setting the sync schedule, from hourly checks to a daily run
- Testing the bridge with a manual lead and confirming it lands in thanks.io
- Building the follow-up letter or postcard automation and send delay
- Use cases beyond leads: post-purchase coupons, review requests, and BOGO offers
Chapters
- [0:00] Intro: connecting thanks.io with muse.ai
- [0:28] The goal: pushing GoHighLevel contacts to a mailing list
- [0:52] Connecting and authorizing the CRM
- [1:22] Choosing a sub-account and mailing list
- [1:56] Scheduling the sync frequency
- [2:07] Testing the bridge with a sample lead
- [2:30] Setting up the automated mail campaign
- [3:15] Other use cases: coupons, reviews, and follow-ups
- [3:37] Getting started with free credits
Browse the full replay archive at go.thanks.io/category/replays.
