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Insurgo Integrations

CRM (Customer Relationship Management)

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Integrate Mailparser with InsurgoIntegrate Mailparser with Insurgo

Mailparser

Email
Integrate Slack with InsurgoIntegrate Slack with Insurgo

Slack

Team Chat
Integrate HubSpot with InsurgoIntegrate HubSpot with Insurgo

HubSpot

Marketing Automation
Integrate Calendly with InsurgoIntegrate Calendly with Insurgo

Calendly

Scheduling & Booking
Integrate Google Contacts with InsurgoIntegrate Google Contacts with Insurgo

Google Contacts

Contact Management, Google
Integrate Microsoft Outlook with InsurgoIntegrate Microsoft Outlook with Insurgo

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Google Sheets with InsurgoIntegrate Google Sheets with Insurgo

Google Sheets

Google, Spreadsheets
Integrate Microsoft Office 365 with InsurgoIntegrate Microsoft Office 365 with Insurgo

Microsoft Office 365

Email, Microsoft
Integrate Facebook Lead Ads with InsurgoIntegrate Facebook Lead Ads with Insurgo

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Mailparser with InsurgoIntegrate Mailparser with Insurgo

Mailparser

Email
Integrate Slack with InsurgoIntegrate Slack with Insurgo

Slack

Team Chat
Integrate HubSpot with InsurgoIntegrate HubSpot with Insurgo

HubSpot

Marketing Automation
Integrate Calendly with InsurgoIntegrate Calendly with Insurgo

Calendly

Scheduling & Booking
Integrate Google Contacts with InsurgoIntegrate Google Contacts with Insurgo

Google Contacts

Contact Management, Google
Integrate Microsoft Outlook with InsurgoIntegrate Microsoft Outlook with Insurgo

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Mailparser with InsurgoIntegrate Mailparser with Insurgo

Mailparser

Email
Integrate Slack with InsurgoIntegrate Slack with Insurgo

Slack

Team Chat
Integrate HubSpot with InsurgoIntegrate HubSpot with Insurgo

HubSpot

Marketing Automation
Integrate Calendly with InsurgoIntegrate Calendly with Insurgo

Calendly

Scheduling & Booking
Integrate Google Contacts with InsurgoIntegrate Google Contacts with Insurgo

Google Contacts

Contact Management, Google
Integrate Microsoft Outlook with InsurgoIntegrate Microsoft Outlook with Insurgo

Microsoft Outlook

Calendar, Email, Microsoft
Integrate Google Sheets with InsurgoIntegrate Google Sheets with Insurgo

Google Sheets

Google, Spreadsheets
Integrate Microsoft Office 365 with InsurgoIntegrate Microsoft Office 365 with Insurgo

Microsoft Office 365

Email, Microsoft
Integrate Facebook Lead Ads with InsurgoIntegrate Facebook Lead Ads with Insurgo

Facebook Lead Ads

Ads & Conversion, Facebook

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Quickly automate Insurgo integrations with Zapier's templates

  • Create individual clients in Insurgo from new pushed messages in Slack

    Details
    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Create client tags in Insurgo for new Slack messages

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Update Insurgo company clients with new Slack pushed messages

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Create individual clients in Insurgo from new Gravity Forms submissions

    • Gravity Forms logo
    • Insurgo logo
    Gravity Forms + Insurgo
  • Create Insurgo clients from new Squarespace form submissions

    • Squarespace logo
    • Insurgo logo
    Squarespace + Insurgo
  • Create individual clients in Insurgo from new leads in Interact

    • Interact logo
    • Insurgo logo
    Interact + Insurgo

Create individual clients in Insurgo from new pushed messages in Slack

Try it
  • Slack logo
  • Insurgo logo
Slack + Insurgo

Create client tags in Insurgo for new Slack messages

  • Slack logo
  • Insurgo logo
Slack + Insurgo

Update Insurgo company clients with new Slack pushed messages

  • Slack logo
  • Insurgo logo
Slack + Insurgo

Create individual clients in Insurgo from new Gravity Forms submissions

  • Gravity Forms logo
  • Insurgo logo
Gravity Forms + Insurgo

Create Insurgo clients from new Squarespace form submissions

  • Squarespace logo
  • Insurgo logo
Squarespace + Insurgo

Create individual clients in Insurgo from new leads in Interact

  • Interact logo
  • Insurgo logo
Interact + Insurgo

Supported triggers and actions

What does this mean?
    • Trigger only if a certain attribute changes

    Trigger
    Instant
    Try It
    • TitleRequired

    Action
    Write
    • IdRequired

    • Salutation

    • First name

    • Last name

    • E-mail

    • Segment

    • Marital status

    • State

    • Title

    • Date of birth

    • Phone

    • Mobile

    • Business phone

    • Fax

    • Current proficiency

    • Learned proficiency

    • Position proficiency

    • Retirement age

    • Street

    • House number

    • Zip

    • City

    • Country

    • Mailing address enabled?

    • Mailing address name or company name

    • Mailing address c/o

    • Mailing address street

    • Mailing address house number

    • Mailing address zip

    • Mailing address city

    • Mailing address country

    • Tag ids

    Action
    Write
    • Query

    • State

    • Salutation

    • Segment

    • App user state

    • Include tag ids

    • Exclude tag ids

    Action
    Search
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About Insurgo

As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.

Related categories

  • CRM (Customer Relationship Management)

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