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.

When this happens!
New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
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Supported triggers and actions

What does this mean?

New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
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New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
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Instant
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New Personal Plan
Triggers when one of your clients receive a personal plan.
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Instant
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New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
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Instant
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New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
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Instant
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- ID of Plan Request(s) to Associate Information With
- First Name
- Middle Name
- Last Name
- Gender
- Date of Birth
- Country of Birth
- State of Birth
- Personal Phone
- Workplace Phone
- Email
- Current Address
- Insured is US Citizen/Permanent Resident?
- Details on Citizenship (if not US citizen/resident)
- Marital Status
- Drivers License Number
- Drivers License State
- Drivers License Expiration Date
- Social Security Number/Tax ID Number
- Current Occupation
- Current Employer
- Number of Years at Current Job
- Workplace Zip Code
- Best Time to Call Intended Insured
- Split Death Benefit Equally
- Percentage of Death Benefit
- Relationship to Insured
- Type of Relationship (Other)
- Legal Entity or Individual?
- Name of Children/Grandchildren
- Individual/Contact Person Name
- Entity Name
- Beneficiary SSN/EIN/TIN
- Beneficiary Date of Birth
- Beneficiary Phone Number
- Same Address as Insured?
- Address
- Purpose of Insurance
- Owner Same as Insured?
- Is Owner Individual or Entity?
- Owner Relationship to Insured Person
- Owner Individual/Entity Name
- Owner EIN/TIN
- Owner Entity Contact Person
- Owner Address
- Owner Email
- Owner Phone
- Owner Date of Birth
- Will Owner Pay Premiums With Income?
- Source of Premium Payments
- Owner Estimated Annual Income
- Spouse of Owner Estimated Annual Income
- Household Estimated Total Assets
- Household Estimated Liquid Assets
- Household Estimated Total Liabilities
- Has Owner Declared Bankruptcy
- Bankruptcy Details
- Has Owner Been Discharged From Bankruptcy
- Is Owner Subject to Backup Withholding?
- Insurance Carrier
- Current Death Benefit
- Policy Type
- Policy Number
- Year Issued
- Reason for Replacement
- Plans to Terminate Existing Policies on Insured Person
- Plans to Use Existing Policies to Fund New Policy
- Opt for Temporary Insurance Coverage
- Accumulation Goal (Variable Life Application Only)
- Cash Access Timeline (Variable Life Application Only)
- Normal Conditions Investment Expectations (Variable Life Application Only)
- Poor Conditions Investment Expectations (Variable Life Application Only)
- 3 Year Investment Expectations (Variable Life Application Only)
- 3 Month Investment Expectations (Variable Life Application Only)
Action
Write
- Client Email
Action
Search

- Request ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
Action
Search
- User Email
Action
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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Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
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Instant
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New Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
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Instant
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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
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- NameRequired
- EmailRequired
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy typeRequired
- Main GoalRequired
- Pre-fill Application with Pre-Fill ID
- Case Associated Person (Email)
- Resident StateRequired
- Death Benefit NeedRequired
- Intended Insured GenderRequired
- Second Insured Gender
- Intended Insured Date of BirthRequired
- Second Insured Date of Birth
- Intended Insured Health RatingRequired
- Second Insured Health Rating
- Intended Insured Heigh in FeetRequired
- Intended Insured Heigh in InchesRequired
- Second Insured Height in Feet
- Second Insured Height in Inches
- Intended Insured Weight in PoundsRequired
- Second Insured Weight in Pounds
- Intended Insured Tobacco UsageRequired
- Second Insured Tobacco Usage
- Intended Insured Marijuana/THC Usage
- Second Insured Marijuana/THC Usage
- Payment ScheduleRequired
- Premium Budget
- Paid Up Period
- Term Life Coverage Period
- Intended Owner Risk Profile
- Expedited Products Preference
- Term Life Convertability Preference
- Riders
- Room for Additional Future Premium
- One-Time Deposit Amount
- Account Type
- Allocation Percentage
- Custom Account Allocation
- Uncapped Accounts Preference (Indexed Universal Life Only)
- Fee Accounts Preference (Indexed Universal Life Only)
- Planning For Retirement Income
- Retirement Income Starting Age
- Retirement Income Length in Years
- Supplemental Term Amount
- Supplemental Term Coverage Length
- White Swan Follow Up
- Who Receives Communications for Case
- Plan Comment
Action
Write
- Name
- Email
- Phone Number
- Intended Insured Name
- Second Insured Name
- Policy type
- Main Goal
- Embed URL
- Turbo Request Mode (Skip Extras Section)
- Pre-fill Application Data ID
- Custom Success Page (URL)
- Case Associated Person (Email)
- Resident State
- Death Benefit Need
- Payment Schedule
- Paid Up Period
- Term Life Coverage Period
- Premium Budget
- Gender
- Second Insured Gender
- Health Rating
- Second Insured Health Rating
- Date of Birth
- Second Insured Date of Birth
- Insured Uses Tobacco/Nicotine
- Second Insured Uses Tobacco/Nicotine
- Insured Uses Marijuana/THC
- Second Insured Uses Marijuana/THC
- Insured Height in Feet
- Insured Height in Inches
- Second Insured Height in Feet
- Second Insured Height in Inches
- Insured Weight in Pounds
- Second Insured Weight in Pounds
- Risk Profile (Only Variable Universal Life)
- Expedited Product Preference
- Convertability Preference (Term life only)
- Riders for the Plan
- Supplemental Term Coverage Length
- Supplemental Term Amount
- Room for additional premium
- One-Time Deposit Amount
- Uncapped Account Preference (Only Indexed Universal Life)
- Fee Account Preference (Only Indexed Universal Life)
- Planned Retirement Income
- Starting Age of Retirement Income
- Years of Retirement Income
- Custom Allocation Mix
- Account Type
- Allocation Percentage
- White Swan Follow Up
- Who Receives Communications for Case
- Plan Comment
Action
Write
- User Email
- Client Email
- Lookback Period in Days
Action
Search
- Personal Plan ID (Optional)
- Account User Email (Optional)
- Client Email (Optional)
Action
Search

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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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.

Help

Related categories

Sales & CRM

PRODUCTS

CAPABILITIES

By team

Pipedrive + White Swan

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

New Plan Change Request

New Plan Request Finished

New Personal Plan

New Plan Request Started

New Application Started

Create Pre-Fill Information

ID of Plan Request(s) to Associate Information With

First Name

Middle Name

Last Name

Gender

Date of Birth

Country of Birth

State of Birth

Personal Phone

Workplace Phone

Email

Current Address

Insured is US Citizen/Permanent Resident?

Details on Citizenship (if not US citizen/resident)

Marital Status

Drivers License Number

Drivers License State

Drivers License Expiration Date

Social Security Number/Tax ID Number

Current Occupation

Current Employer

Number of Years at Current Job

Workplace Zip Code

Best Time to Call Intended Insured

Split Death Benefit Equally

Percentage of Death Benefit

Relationship to Insured

Type of Relationship (Other)

Legal Entity or Individual?

Name of Children/Grandchildren

Individual/Contact Person Name

Entity Name

Beneficiary SSN/EIN/TIN

Beneficiary Date of Birth

Beneficiary Phone Number

Same Address as Insured?

Address

Purpose of Insurance

Owner Same as Insured?

Is Owner Individual or Entity?

Owner Relationship to Insured Person

Owner Individual/Entity Name

Owner EIN/TIN

Owner Entity Contact Person

Owner Address

Owner Email

Owner Phone

Owner Date of Birth

Will Owner Pay Premiums With Income?

Source of Premium Payments

Owner Estimated Annual Income

Spouse of Owner Estimated Annual Income

Household Estimated Total Assets

Household Estimated Liquid Assets

Household Estimated Total Liabilities

Has Owner Declared Bankruptcy

Bankruptcy Details

Has Owner Been Discharged From Bankruptcy

Is Owner Subject to Backup Withholding?

Insurance Carrier

Current Death Benefit

Policy Type

Policy Number

Year Issued

Reason for Replacement

Plans to Terminate Existing Policies on Insured Person

Plans to Use Existing Policies to Fund New Policy

Opt for Temporary Insurance Coverage

Accumulation Goal (Variable Life Application Only)