Canopy Connect + Google Contacts
Add to Google Contacts group when a new pull is completed in Canopy Connect
Manage your contacts efficiently when information changes in Canopy Connect. This handy workflow is set in motion whenever a Pull is completed in the Canopy Connect app. The outcome? The corresponding contact in your Google Contacts gets seamlessly added to a specific group. By eliminating redundant manual work, this setup streamlines your contact management, allowing you to stay organized and responsive.
Manage your contacts efficiently when information changes in Canopy Connect. This handy workflow is set in motion whenever a Pull is completed in the Canopy Connect app. The outcome? The corresponding contact in your Google Contacts gets seamlessly added to a specific group. By eliminating redundant manual work, this setup streamlines your contact management, allowing you to stay organized and responsive.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Add Contact to Groups
Adds an existing contact to a group(s).
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItNew Group
Triggers when a group is created.
Try ItContactRequired
GroupRequired
ContactRequired
Phone Number
Additional Phone Numbers
