Encircle + Marketo

Create property claims in Encircle for new Marketo leads

Effortlessly manage your leads and property claims with this seamless Marketo and Encircle automation. Whenever a new lead is created in Marketo, a property claim will be generated in Encircle, helping you stay organized and streamline your sales process. Keep your focus on closing deals and let this workflow handle the rest.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Property Claim
Creates a new Property Claim.
ActionWrite

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Supported triggers and actions

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company IDRequired
Action
Write
- FolderRequired
- NameRequired
- Program Description
- Program typeRequired
- ChannelRequired
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search

- Company NameRequired
- External Company IDRequired
Action
Search or write
New Property Claim
Triggers when a new Property Claim is created.
Trigger
Instant
Try It
New Property Claim Note
Triggers when a new General Note is created in a Property Claim.
Trigger
Instant
Try It
Updated Property Claim
Triggers when a Property Claim is updated.
Trigger
Instant
Try It
- Organization IDRequired
- Organization Brand IDRequired
- Contractor IdentifierRequired
- Adjuster Name
- Assignment Identifier
- Broker or Agent Name
- CAT Code
- Contents Estimate
- Date Claim Created
- Date of Loss
- Default Depreciation
- Emergency Estimate
- Full Address
- Insurance Company Name
- Insurer/Carrier Identifier
- Locale
- Loss Details
- Max Depreciation
- Policy Number
- Policyholder Email Address
- Policyholder Name
- Policyholder Phone Number
- Project Manager Name
- Repair Estimate
- Sales Tax
- Type of Loss
- Default Rooms
Action
Write
- Property Claim IDRequired
Action
Search
- Property Claim IDRequired
Action
Search
- Property Claim IDRequired
- Structure IDRequired
- Room IDRequired
- Note IDRequired
Action
Search

- List
- Additional Fields
Trigger
Polling
Try It
- Zap Id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Trigger
Instant
Try It
- ListRequired
- LeadRequired
Action
Write
- Partition
Action
Write
- ProgramRequired
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company NameRequired
Action
Search
- Field to searchRequired
- Search valueRequired
- Additional fields to retrieve
Action
Search
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write
New Property Claim Media
Triggers when new Media (Photos, Videos, Reports) are added to a Property Claim, and when a new revision of a Report is made.
Trigger
Instant
Try It
New Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Trigger
Instant
Try It
- Property Claim IDRequired
- User Email AddressRequired
Action
Write
- Property Claim IDRequired
- TitleRequired
- Text
Action
Write
- External Assignment Identifier
- Contractor Identifier
- Insurer Identifier
- Policyholder Name
- Order
- Limit
- After
Action
Search
- Property Claim IDRequired
- Note IDRequired
Action
Search
- Assignment Identifier
- Contractor IdentifierRequired
- Insurer/Carrier Identifier
- Policyholder Name
- Order
- Limit
- After
- Organization IDRequired
- Organization Brand IDRequired
- Adjuster Name
- Broker or Agent Name
- CAT Code
- Contents Estimate
- Date Claim Created
- Date of Loss
- Default Depreciation
- Emergency Estimate
- Full Address
- Insurance Company Name
- Locale
- Loss Details
- Max Depreciation
- Policy Number
- Policyholder Email Address
- Policyholder Phone Number
- Project Manager Name
- Repair Estimate
- Sales Tax
- Type of Loss
- Default Rooms
Action
Search or write

About Encircle

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.

Learn more

Related categories

Content & Files

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn more

Related categories

Marketing Automation

Similar apps

Encircle + Marketo

Create property claims in Encircle for new Marketo leads

New Form Submission

New Program

Updated Lead

Create or Update Company

Create Program

API Request (Beta)

Find Lead

Find or Create Company

New Property Claim

New Property Claim Note

Updated Property Claim

Create Property Claim

Find Property Claim

Find Users Assigned to Property Claim

Find Property Claim Room Note

New Lead

New Self-Service Flow Action (SSFS)

Add Lead to List

Create or Update Lead

Update Program

Find Company

Find Lead by Field

Find or Create Lead

New Property Claim Media

New Property Claim Room Note

Assign User to Property Claim

Create Property Claim Note

Find All Property Claims

Find Property Claim Note

Find or Create Property Claim

About Encircle

Related categories

About Marketo

Related categories

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