Canopy Connect Integrations
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AgencyZoom
CRM (Customer Relationship Management)
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EZLynx
CRM (Customer Relationship Management)
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Developer Tools, Zapier
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Documents, Zapier
Google Sheets
Google, Spreadsheets
Email by Zapier
Email, Zapier
Salesforce
CRM (Customer Relationship Management)
Delay by Zapier
Developer Tools, ZapierAgencyZoom
CRM (Customer Relationship Management)Paths by Zapier
Developer Tools, ZapierEZLynx
CRM (Customer Relationship Management)Filter by Zapier
Developer Tools, ZapierFormatter by Zapier
Documents, ZapierGoogle Sheets
Google, SpreadsheetsAgencyZoom
CRM (Customer Relationship Management)Paths by Zapier
Developer Tools, ZapierEZLynx
CRM (Customer Relationship Management)Filter by Zapier
Developer Tools, ZapierFormatter by Zapier
Documents, ZapierGoogle Sheets
Google, SpreadsheetsEmail by Zapier
Email, ZapierSalesforce
CRM (Customer Relationship Management)Delay by Zapier
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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.