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Pipedrive + White Swan

Add persons in Pipedrive when they start new plan requests in White Swan

Sometimes, people who are not already your client may start requesting a new plan through one of your White Swan pages. While adding these people to your CRM may help you serve them additional products or services, adding them manually may be time consuming. With this Zap in place, though, you're able to automatically create a person in Pipedrive whenever they start a new plan request in White Swan.

Sometimes, people who are not already your client may start requesting a new plan through one of your White Swan pages. While adding these people to your CRM may help you serve them additional products or services, adding them manually may be time consuming. With this Zap in place, though, you're able to automatically create a person in Pipedrive whenever they start a new plan request in White Swan.

  1. When this happens!
    White SwanWhite Swan
    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    TriggerInstant
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Supported triggers and actions

What does this mean?
  • White Swan triggers, actions, and search

    New Plan Change Request

    Triggers when one of your referred clients submits a change request for a personal plan they've received.

    Trigger
    Instant
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  • White Swan triggers, actions, and search

    New Plan Request Finished

    Triggers when someone finishes requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
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  • White Swan triggers, actions, and search

    New Personal Plan

    Triggers when one of your clients receive a personal plan.

    Trigger
    Instant
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  • White Swan triggers, actions, and search

    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Earnings Event

    Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).

    Trigger
    Instant
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  • White Swan triggers, actions, and search

    Application for Plan Finished

    Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.

    Trigger
    Instant
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  • White Swan triggers, actions, and search

    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
    Try It
  • White Swan triggers, actions, and search

    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
    Try It
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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Related categories

  • CRM (Customer Relationship Management)

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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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