Integrate Scribeless with your CRM platform to send handwritten mailers programmatically based on triggers and workflows in your customer relationship management system.

Supported CRM Platforms

A supported platform is one in which our team has domain expertise, the integration path has been thoroughly tested, and active customers are using the integration. Any CRM platforms not listed below can likely still be integrated, but may require additional research from our team.

HubSpot
Zoho CRM
Salesforce
Attio
Copper

Prerequisites

Before setting up your CRM integration:

Scribeless Account Access: Ensure you have access to set up recurring campaigns (contact your commercial team if needed)
Template Creation: Create a template for your handwritten sends in the Scribeless platform
Recurring Campaign: Set up a recurring campaign that will receive recipients from your CRM (initially in "Pending" status)
API Key: Generate an API key in Settings > API Keys section of your Scribeless account

Typical Triggers and Use Cases

Deal closed: Send thank you notes to new customers
Contact property updated: Welcome new prospects with personalized outreach
Birthday or renewal date approaching: Send timely personalized greetings
Meeting booked: Follow up after important sales conversations
Form submitted: Respond to high-value leads with premium outreach

Creating Your Integration

1. Sign up to the Scribeless platform and create your campaign

Create a template with your desired design, handwriting style, and variable placeholders
Set up a recurring campaign using this template (it will start in "Pending" status)

2. Create your sequence/workflow in your CRM

Navigate to the automation or workflow section in your CRM
Create a new workflow or edit an existing one
Select the trigger event (contacts, companies, or deals)
Add any filters or time delays as needed

3. Configure the HTTP request

Click "Send HTTP request" or equivalent action in your CRM
Configure the request with:
- Method: POST
- URL: https://platform.scribeless.co/api/recipients
- Headers: Add header X-API-Key with your API key value
- Content Type: Set to application/json

4. Include recipient data in the request body

Format your request body like this:

{
    "campaignId": "CAMPAIGN_ID",
    "data": [
        {
            "title": "",
            "firstName": "{{firstName}}",
            "lastName": "{{lastName}}",
            "company": "{{company}}",
            "address": {
                "address1": "{{address1}}",
                "address2": "{{address2}}",
                "address3": "",
                "city": "{{city}}",
                "state": "{{state}}",
                "postalCode": "{{postalCode}}",
                "country": "{{country}}"
            },
            "variables": {
                "custom_field_1": "{{customValue1}}",
                "custom_field_2": "{{customValue2}}"
            }
        }
    ]
}

Replace CAMPAIGN_ID with the ID of your recurring campaign. This is the last segment in the URL when viewing your campaign in the platform.

Replace the {{placeholders}} with the appropriate field mappings from your CRM.

5. Send a test request

Verify your integration is working correctly by triggering a test workflow.

Campaign Status and Workflow

When integrating Scribeless with your CRM, understanding the correct campaign workflow is essential:

Pending Status for Testing

New recurring campaigns start in "Pending" status. This is specifically designed for testing your integration:

You can upload recipients against pending campaigns via your CRM
Recipients added to pending campaigns will generate previews
These recipients will NOT be processed for printing or mailing
No charges will be incurred for recipients in pending campaigns

Use this pending status to verify your data mapping, variable replacement, and overall integration setup.

Activating Your Campaign

Once your testing is complete and you're satisfied with the integration:

Navigate to your campaign in the Scribeless platform
Activate the campaign to change its status from "Pending" to "Ready"
After activation, any new recipients added via your CRM will:
- Be processed for production
- Be printed and mailed according to campaign settings
- Be charged to your account

Important: There is no separate "testing mode" - the campaign status (Pending vs. Ready) determines whether recipients are processed or not.

Platform-Specific Integration Guides

For detailed integration steps specific to your CRM platform, please refer to our dedicated integration guides:

Best Practices

Always Test with Pending Campaigns: Use the pending status for all testing before activation
Verify Address Formatting: Ensure addresses are properly formatted for the destination country
Check Variable Mapping: Preview test recipients to confirm variables are replacing correctly
Monitor Your Workflow: Regularly check for any errors or issues in your CRM workflow
Create New Pending Campaigns: For testing new integrations, create new pending campaigns rather than using active ones

Troubleshooting

Recipients not appearing: Verify your API key is valid and the X-API-Key header is correctly configured
401 Unauthorized error: Check that your API key is correctly entered
HTTP error responses: Check your JSON formatting and required fields
503 Service Unavailable: This indicates a temporary spike in API traffic; retry your request after a few minutes
Address validation errors: Ensure complete address information is being passed from your trigger
Campaign not available: Confirm you have Admin access and that the campaign exists

Need Support?

Any issues, concerns, or difficulties you run into - reach out to us through our live chat. We'll hop on a quick call with you to implement and will have you up and running in no time.

For additional help, contact our support team at [email protected]

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