1.Monitors policy updated
Integrate AgencyBloc and CRM tools to watch for policy updated events and start the contact update workflow.
Update client records when policies move to active
Automatically monitor policy updated events across AgencyBloc and HubSpot. Create and update when policies move to active, carrier criteria match, or contacts lack a matchβso you can normalize contact fields, find the right contact, and update CRM records without manual CRM updates.
How this automation keeps client records current
When policy updates arrive, stale CRM records can disrupt service and billing. This automation filters eligible policies and formats contact fields, then finds and creates or updates HubSpot contacts with notes and tagsβso your team can stay accurate.
AgencyBlocor swap with your favorite app
2.Filters for active policies
Integrate Filter by Zapier and carrier criteria checks to continue only for policies that are now Active and match your criteria.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data formatting tools to normalize phone numbers or email formats when present.
Formatter by Zapieror swap with your favorite app
4.Finds matching contact
Integrate HubSpot and identity matching to find a contact by email or policyholder identifier using the first match.
HubSpotor swap with your favorite app
5.Creates or updates contact
Integrate HubSpot and CRM tagging tools to create or update the contact, add a policy-in-force note, and apply an internal tag.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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