Facebook Conversions + White Swan

Facebook Conversions + White Swan integrations

Send lead events in Facebook Ads with new plan requests in White Swan

If you're using paid ads to drive leads to your business offerings, performance is generally improved by reporting conversions. This Zap helps you with that work by automatically creating lead event in Facebook Ads whenever a new personal plan request is started through your White Swan account. It can be adapted for different advertising platforms, and can also be used for White Swan triggers that cover events further down in the funnel, such as Finished Plan Request, Application for Plan Finished, or New Plan Delivered.

When this happens...
New Plan Request StartedTriggers when someone starts requesting a new personal plan through one of your accounts pages.
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More things you can do with White Swan and Facebook Conversions

Discover other triggers and actions you can use with White Swan and Facebook Conversions

New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
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New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
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Instant
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New Personal Plan
Triggers when one of your clients receive a personal plan.
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Instant
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New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
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New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
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- ID of Plan Request(s) to Associate Information With
- First Name
- Middle Name
- Last Name
- Gender
- Date of Birth
- Country of Birth
- State of Birth
- Personal Phone
- Workplace Phone
- Email
- Current Address
- Insured is US Citizen/Permanent Resident?
- Details on Citizenship (if not US citizen/resident)
- Marital Status
- Drivers License Number
- Drivers License State
- Drivers License Expiration Date
- Social Security Number/Tax ID Number
- Current Occupation
- Current Employer
- Number of Years at Current Job
- Workplace Zip Code
- Best Time to Call Intended Insured
- Split Death Benefit Equally
- Percentage of Death Benefit
- Relationship to Insured
- Type of Relationship (Other)
- Legal Entity or Individual?
- Name of Children/Grandchildren
- Individual/Contact Person Name
- Entity Name
- Beneficiary SSN/EIN/TIN
- Beneficiary Date of Birth
- Beneficiary Phone Number
- Same Address as Insured?
- Address
- Purpose of Insurance
- Owner Same as Insured?
- Is Owner Individual or Entity?
- Owner Relationship to Insured Person
- Owner Individual/Entity Name
- Owner EIN/TIN
- Owner Entity Contact Person
- Owner Address
- Owner Email
- Owner Phone
- Owner Date of Birth
- Will Owner Pay Premiums With Income?
- Source of Premium Payments
- Owner Estimated Annual Income
- Spouse of Owner Estimated Annual Income
- Household Estimated Total Assets
- Household Estimated Liquid Assets
- Household Estimated Total Liabilities
- Has Owner Declared Bankruptcy
- Bankruptcy Details
- Has Owner Been Discharged From Bankruptcy
- Is Owner Subject to Backup Withholding?
- Insurance Carrier
- Current Death Benefit
- Policy Type
- Policy Number
- Year Issued
- Reason for Replacement
- Plans to Terminate Existing Policies on Insured Person
- Plans to Use Existing Policies to Fund New Policy
- Opt for Temporary Insurance Coverage
- Accumulation Goal (Variable Life Application Only)
- Cash Access Timeline (Variable Life Application Only)
- Normal Conditions Investment Expectations (Variable Life Application Only)
- Poor Conditions Investment Expectations (Variable Life Application Only)
- 3 Year Investment Expectations (Variable Life Application Only)
- 3 Month Investment Expectations (Variable Life Application Only)
Action
Write
- Client Email
Action
Search

- Request ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
Action
Search
- User Email
Action
Search
Send Lead Event
Publish lead events to Conversions API
Action
Write
Send Purchase Event
Publish purchase events to Conversions API
Action
Write

New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
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Instant
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Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
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Instant
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New Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Trigger
Instant
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New Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy type
  Required
- Main Goal
  Required
- Pre-fill Application with Pre-Fill ID
- Case Associated Person (Email)
- Resident State
  Required
- Death Benefit Need
  Required
- Intended Insured Gender
  Required
- Second Insured Gender
- Intended Insured Date of Birth
  Required
- Second Insured Date of Birth
- Intended Insured Health Rating
  Required
- Second Insured Health Rating
- Intended Insured Heigh in Feet
  Required
- Intended Insured Heigh in Inches
  Required
- Second Insured Height in Feet
- Second Insured Height in Inches
- Intended Insured Weight in Pounds
  Required
- Second Insured Weight in Pounds
- Intended Insured Tobacco Usage
  Required
- Second Insured Tobacco Usage
- Intended Insured Marijuana/THC Usage
- Second Insured Marijuana/THC Usage
- Payment Schedule
  Required
- Premium Budget
- Paid Up Period
- Term Life Coverage Period
- Intended Owner Risk Profile
- Expedited Products Preference
- Term Life Convertability Preference
- Riders
- Room for Additional Future Premium
- One-Time Deposit Amount
- Account Type
- Allocation Percentage
- Custom Account Allocation
- Uncapped Accounts Preference (Indexed Universal Life Only)
- Fee Accounts Preference (Indexed Universal Life Only)
- Planning For Retirement Income
- Retirement Income Starting Age
- Retirement Income Length in Years
- Supplemental Term Amount
- Supplemental Term Coverage Length
- White Swan Follow Up
- Who Receives Communications for Case
- Plan Comment
Action
Write
- Name
- Email
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy type
- Main Goal
- Embed URL
- Turbo Request Mode (Skip Extras Section)
- Pre-fill Application Data ID
- Custom Success Page (URL)
- Case Associated Person (Email)
- Resident State
- Death Benefit Need
- Payment Schedule
- Paid Up Period
- Term Life Coverage Period
- Premium Budget
- Gender
- Second Insured Gender
- Health Rating
- Second Insured Health Rating
- Date of Birth
- Second Insured Date of Birth
- Insured Uses Tobacco/Nicotine
- Second Insured Uses Tobacco/Nicotine
- Insured Uses Marijuana/THC
- Second Insured Uses Marijuana/THC
- Insured Height in Feet
- Insured Height in Inches
- Second Insured Height in Feet
- Second Insured Height in Inches
- Insured Weight in Pounds
- Second Insured Weight in Pounds
- Risk Profile (Only Variable Universal Life)
- Expedited Product Preference
- Convertability Preference (Term life only)
- Riders for the Plan
- Supplemental Term Coverage Length
- Supplemental Term Amount
- Room for additional premium
- One-Time Deposit Amount
- Uncapped Account Preference (Only Indexed Universal Life)
- Fee Account Preference (Only Indexed Universal Life)
- Planned Retirement Income
- Starting Age of Retirement Income
- Years of Retirement Income
- Custom Allocation Mix
- Account Type
- Allocation Percentage
- White Swan Follow Up
- Who Receives Communications for Case
- Plan Comment
Action
Write
- User Email
- Client Email
- Lookback Period in Days
Action
Search
- Personal Plan ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
Action
Search
Send Funnel Event
Publish lead updates from your funnel.
Action
Write
Send Other Event
Publish other events to Conversions API
Action
Write

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

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Related categories

Ads & Conversion

Facebook

About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

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Related categories

Sales & CRM