ClaimWizard Integrations
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Google Sheets
Google, SpreadsheetsGoogle Contacts
Contact Management, GoogleDropbox
File Management & StorageGoogle Drive
File Management & Storage, GoogleWebhooks by Zapier
Developer Tools, ZapierHubSpot
Marketing AutomationGoogle Sheets
Google, SpreadsheetsGoogle Contacts
Contact Management, GoogleDropbox
File Management & StorageGoogle Drive
File Management & Storage, GoogleWebhooks by Zapier
Developer Tools, ZapierHubSpot
Marketing AutomationJoin millions worldwide who automate their work using Zapier
New Client Added
Triggers when a new client is added.
Try ItClient Contact Updated
Triggers when a client contact is updated.
Try ItHonorific
First NameRequired
Middle Initial
Last NameRequired
Full Name
Organization Name
Attention
Email
Email 2
Phone Type
Phone Number
Phone Type 2
Phone Number 2
Phone Type 3
Phone Number 3
Mailing Address - Street
Mailing Address - Street 2
Mailing Address - City
Mailing Address - State
Mailing Address - Postal Code
Mailing Address - Country
Loss Address - Street
Loss Address - Street 2
Loss Address - City
Loss Address - State
Loss Address - Postal Code
Loss Address - Country
Date of Loss (MM/DD/YYYY)
Description of Loss
Insurance Carrier
Claim Number
Policy Number
Note
Note 2
Note 3