Connect Insurance Website Builder and Rocket Referrals to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Insurance Website Builder and Rocket Referrals together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Insurance Website Builder with Rocket Referrals - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Insurance Website Builder.
Add your action
An action happens after the trigger—such as "Create/Update Contact" in Rocket Referrals.
You’re connected!
Zapier seamlessly connects Insurance Website Builder and Rocket Referrals, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a form is filled on you insurance website builder website.
Try ItTriggerInstant - Trigger onRequired
Try ItTriggerInstant- Trigger onRequired
Try ItTriggerInstant
- Trigger onRequired
Try ItTriggerInstant- Trigger onRequired
Try ItTriggerInstant- Search for existing contacts byRequired
- Update onlyRequired
- Contact ID
- Contact type
- Full name
- First name
- Middle name
- Last name
- Nickname
- Primary nickname
- Gender
- Birthday
- Spouse first name
- Spouse last name
- Spouse nickname
- Spouse full name
- Spouse birthday
- Language
- Address line 1
- Address line 2
- City
- State
- Zip
- Phone
- Email
- Email Unsubscribe
- Account number
- Primary employee (Employee ID)
- Customer since date
- Last purchase date
- Customer end date
- Contact status
- Organization name
- Key contact (Yes/No)
- Referred by (name or account number)
- Referred on date
- Active product count
- Total revenue/value
- Add to list
- Remove from list
ActionWrite
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Connect Insurance Website Builder and Rocket Referrals to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
