Encircle + Ontraport
Create property claims in Encircle for new Ontraport contacts
Efficiently manage your insurance claims process by connecting Ontraport with Encircle. With this workflow, whenever you add a new contact in Ontraport, a property claim will be created in Encircle, streamlining your claims management efforts and ensuring valuable information is consistently and accurately recorded. Save time and improve organization by automating this crucial step in handling insurance claims.
Efficiently manage your insurance claims process by connecting Ontraport with Encircle. With this workflow, whenever you add a new contact in Ontraport, a property claim will be created in Encircle, streamlining your claims management efforts and ensuring valuable information is consistently and accurately recorded. Save time and improve organization by automating this crucial step in handling insurance claims.
- When this happens...New Contact
Triggers when a new contact is added to Ontraport.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
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Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
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