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.
- When this happens...New Personal Plan
Triggers when one of your clients receive a personal plan.
- automatically do this!Create Note
Creates a new note.
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New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try ItNew Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItNew Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItNew Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try It
New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
Try ItApplication for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItNew Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try ItNew Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try It