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.
- When this happens...
New Plan Request StartedTriggers when someone starts requesting a new personal plan through one of your accounts pages.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Find ContactFinds a contact by searching.
ActionSearchFind existing data in your app - then do this!Create Pre-Fill Information
This action imports data about a client that can be used to pre-fill applications and improve user experience.
ActionWriteCreate a new record or update an existing record in your app.
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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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Application Started
Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Email
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest ID (Optional)
Account User Email (Optional)
Client Email (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Email
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Application for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Email
Client Email
Lookback Period in Days
ActionThis is an event a Zap performs.SearchFind existing data in your appPersonal Plan ID (Optional)
Account User Email (Optional)
Client Email (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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About HubSpot
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