Canopy Connect Integrations
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Google, SpreadsheetsAgencyZoom
CRM (Customer Relationship Management)EZLynx
CRM (Customer Relationship Management)Filter by Zapier
Developer Tools, ZapierPaths by Zapier
Developer Tools, ZapierFormatter by Zapier
Documents, ZapierGoogle Sheets
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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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