LeadConnector + RiskAdvisor

LeadConnector + RiskAdvisor integrations

Create and update LeadConnector contacts when new risk profiles emerge in RiskAdvisor

Stay on top of your risk management tasks with this workflow. Whenever a new risk profile is created in RiskAdvisor, it seamlessly adds or updates the corresponding contact in LeadConnector. This ensures your contact information is always up to date, giving you more time to focus on evaluating potential risks and strategizing.

When this happens...
New Risk ProfileTriggers when a new Risk Profile is created in RiskAdvisor.
TriggerPolling
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with RiskAdvisor and LeadConnector

Discover other triggers and actions you can use with RiskAdvisor and LeadConnector

Call-In Quote Submitted
Triggers when a Call-In Quote is submitted.
Trigger
Polling
Try It
Updated Client
Triggers when a client was updated in RiskAdvisor.
Trigger
Polling
Try It
QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Email
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Write
- Risk Profile ID
  Required
- Notes
Action
Write

- Risk Profile ID
  Required
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- How do you use this vehicle
- Comprehensive Deductible
- Collision Deductible
- Towing & Labor Coverage
- Rental Expense
Action
Write
- Client Email
  Required
Action
Search

- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Date of birth
- Phone Number
  Required
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Search or write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Client
Triggers when a client is created in RiskAdvisor.
Trigger
Polling
Try It
New Policy
Triggers when a policy is created in RiskAdvisor.
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Risk Profile ID
  Required
- First Name
- Middle Name
- Last Name
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
Action
Write
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Write
- Email
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
Action
Search
- Client Email
  Required
- Risk Profile Status
  Required
- Client
  Required
- Co Client
- Insurance Type
  Required
- Type of Business
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About RiskAdvisor

RiskAdvisor helps agents connect their clients with the right insurance

HelpHelp

Related categories

CRM (Customer Relationship Management)