Canopy Connect Integrations
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Google, SpreadsheetsAgencyZoom
CRM (Customer Relationship Management)EZLynx
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Documents, ZapierGoogle Sheets
Google, SpreadsheetsSlack
Team ChatBetter Agency
MarketingSalesforce
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
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About Canopy Connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
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