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How Zapier works
Zapier makes it easy to integrate Insurance Website Builder with ShareBuilders - 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 Activity" in ShareBuilders.
You’re connected!
Zapier seamlessly connects Insurance Website Builder and ShareBuilders, automating your workflow.
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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 - New Company Lead
Triggers when a new company lead is created.
Try ItTriggerInstant - Type
- SubjectRequired
- Activity Notes
- Activity DateRequired
- Activity Start TimeRequired
- Activity DurationRequired
- Activity Location
- Assigned To
- Related Contact
- Source
ActionWrite- Contact Identification
- First Name
- Last Name
- Title
- Email Address
- Business Phone
- Mobile Phone
- Source
- Address One
- Address Two
- City
- State
- Postal Code
- Private Contact
- eMarketing Opt-In
- Company Name
- Category
- Contact Notes
ActionWrite
- New Company Account
Triggers when a new company account is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Company NameRequired
- Lead OwnerRequired
- Lead SourceRequired
- Company Website
- Product Category
- Related Contact First Name
- Related Contact Last Name
- Related Contact Email
- Related Contact Business Phone
- Related Contact Mobile Phone
- Related Contact Title
- Related Contact Category
- Id
- Value
ActionWrite- SubjectRequired
- Activity DateRequired
ActionSearch