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White Swan + HubSpot

Create pre-fill information in White Swan for HubSpot contacts when new White Swan plan requests start

This Zap triggers with each new plan request being started by a White Swan client, automatically finding information about that client in HubSpot, and then using those details to create pre-fill information which will populate when the user fills out an application for a plan. With this integration in place, you can easily improve the end-user experience, which can help you improve your business results.

This Zap triggers with each new plan request being started by a White Swan client, automatically finding information about that client in HubSpot, and then using those details to create pre-fill information which will populate when the user fills out an application for a plan. With this integration in place, you can easily improve the end-user experience, which can help you improve your business results.

  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
  2. automatically do this...
    HubSpotHubSpot
    Find Contact

    Finds a contact by searching.

    ActionSearch
  3. then do this!
    White SwanWhite Swan
    Create Pre-Fill Information

    This action imports data about a client that can be used to pre-fill applications and improve user experience.

    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 White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

Related categories

  • Sales & CRM
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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