BackNine Insurance + HubSpot

Create HubSpot contacts from new BackNine Insurance insured applications

Effortlessly streamline your sales process with this time-saving workflow. Whenever a new application is created with an insured party in the BackNine Insurance app, a new contact will be added to your HubSpot account. Keep your customer information organized and up-to-date, making it easier to close deals and nurture leads.

When this happens...
Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact in HubSpot.
ActionWrite

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Supported triggers and actions

What does this mean?

Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Trigger
Instant
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Type of Custom ObjectRequired
Trigger
Scheduled
Try It

- Event Type
Trigger
Scheduled
Try It
- Type
Trigger
Scheduled
Try It

- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog UrlRequired
- Article StateRequired
Trigger
Scheduled
Try It
- ChannelRequired
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Trigger
Instant
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It
- FormRequired
Trigger
Instant
Try It
- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Property NameRequired
- Properties to retrieveRequired
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About BackNine Insurance

BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.

Help

Related categories

CRM (Customer Relationship Management)

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About HubSpot

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BackNine Insurance + HubSpot

Create HubSpot contacts from new BackNine Insurance insured applications

Quote and Apply Application Updated

New Company

Note

Additional properties to retrieve

Company Recently Created or Updated

Note

Additional properties to retrieve

Line_item Recently Created or Updated

Note

Additional properties to retrieve

New Custom Object

New Email Event

Event Type

New Engagement

Type

New Line_item

Note

Additional properties to retrieve

New COS Blog Article

Blog UrlRequired

Article StateRequired

New Social Media Message

ChannelRequired

Status

New Product

Note

Additional properties to retrieve

New Company Property Change

Property NameRequired

Updated Deal Stage

Note

Note

Additional properties to retrieve

Create Company Deprecated

Note

NameRequired

Create Contact

Create Engagement

Note

Halt task if any associations error occurred

Engagement TypeRequired

Assigned To

Create Custom Object

Type of Custom ObjectRequired

Create Deal

Get Company

Company IDRequired

Note

Additional properties to retrieve

Get Custom Object

Type of Custom ObjectRequired

Get File Public URL

Note

Get Product

Product IDRequired

Note

Additional properties to retrieve

Create Line_item

Create Enterprise Event

Note

Contact Email AddressRequired

Event IDRequired

Contact Value

Remove Associations

Create Form Submission

Note

FormRequired

Note

HubSpot usertoken

IP address

Page name

Page URI

Page ID

SFDC campaign ID

GoToWebinar key/ID