BackNine Insurance + LeadConnector
BackNine Insurance + LeadConnector
BackNine Insurance + LeadConnector integrations
Create and track BackNine Insurance applications with insured, and add/update LeadConnector opportunities
Streamline your insurance application process with this powerful workflow. When a new application is created with an insured in the BackNine Insurance app, a corresponding opportunity is added or updated in the LeadConnector app. It’s a seamless way to ensure your sales pipeline reflects the latest information, reducing manual data entry and facilitating quicker follow-ups on insurance applications. This process simplifies lead management in the insurance industry.
- When this happens...Quote and Apply Application Created With InsuredTriggers when a Quote and Apply Application obtains contact information for the insured.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with BackNine Insurance and LeadConnector
Discover other triggers and actions you can use with BackNine Insurance and LeadConnector
- Case Created or Updated
Triggers when a case is created or updated
Try ItTriggerInstant - Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Try ItTriggerInstant - First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite
- Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier