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Pipedrive + White Swan

Create Pipedrive notes for new personal plans in White Swan

This Zap helps you easily stay on top of client activity through their White Swan powered insurance experience. It automatically creates a note in Pipedrive as soon as a new personal plan is generated in White Swan.

This Zap helps you easily stay on top of client activity through their White Swan powered insurance experience. It automatically creates a note in Pipedrive as soon as a new personal plan is generated in White Swan.

  1. When this happens...
    White SwanWhite Swan
    New Personal Plan

    Triggers when one of your clients receive a personal plan.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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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
    Try It
  • 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
    Try It
  • White Swan triggers, actions, and search

    New Personal Plan

    Triggers when one of your clients receive a personal plan.

    Trigger
    Instant
    Try It
  • 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
    Try It
  • 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
    Try It
  • 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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  • 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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