Finaeo Integrations

Name: Zapier
Availability: InStock

Put Finaeo to work with AI and enterprise-grade automation

Automate smarter with Finaeo and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Contacts

Contact Management, Google

HubSpot

Marketing Automation

LeadConnector

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Maximizer CRM

CRM (Customer Relationship Management)

Airwallex

Payment Processing

CRM (Customer Relationship Management)

Kommo

CRM (Customer Relationship Management)

OneNote

Microsoft, Notes

Google Contacts

Contact Management, Google

HubSpot

Marketing Automation

LeadConnector

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Maximizer CRM

CRM (Customer Relationship Management)

Airwallex

Payment Processing

Google Contacts

Contact Management, Google

HubSpot

Marketing Automation

LeadConnector

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Maximizer CRM

CRM (Customer Relationship Management)

Airwallex

Payment Processing

CRM (Customer Relationship Management)

Kommo

CRM (Customer Relationship Management)

OneNote

Microsoft, Notes

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Finaeo contacts from recently created or updated HubSpot companies
Details
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HubSpot + Finaeo
Create Finaeo contacts from new Pipedrive activities
Details
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Pipedrive + Finaeo
Create new Finaeo contacts for new Zoho CRM contacts
Premium
Details
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Zoho CRM + Finaeo
Create new contacts in Finaeo for each added contact in Close
Details
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Close + Finaeo
Create new Finaeo contacts from fresh Close leads
Details
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Close + Finaeo
Create new Finaeo contacts as Keap contacts are added
Details
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Keap + Finaeo

Create Finaeo contacts from recently created or updated HubSpot companies

Details

Try it

HubSpot + Finaeo

Create Finaeo contacts from new Pipedrive activities

Details

Try it

Pipedrive + Finaeo

Create new Finaeo contacts for new Zoho CRM contacts

Details

Try it

Zoho CRM + Finaeo

Create new contacts in Finaeo for each added contact in Close

Details

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Close + Finaeo

Create new Finaeo contacts from fresh Close leads

Details

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Close + Finaeo

Create new Finaeo contacts as Keap contacts are added

Details

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Keap + Finaeo

Create Finaeo contacts for new Clio activities

Details

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Clio + Finaeo

Create contacts in Finaeo for new leads in Copper

Details

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Copper + Finaeo

Add new Microsoft Dynamics 365 CRM contacts to Finaeo as contacts

Details

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Microsoft Dynamics 365 CRM + Finaeo

Create contacts in Finaeo from new leads in Microsoft Dynamics 365 CRM

Details

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Microsoft Dynamics 365 CRM + Finaeo

Create new Finaeo contacts when 17hats contacts are added

Details

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17hats + Finaeo

Create Finaeo contacts for new Kommo companies

Details

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Kommo + Finaeo

Create Finaeo contacts for new Clio activities
Details
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Clio + Finaeo
Create contacts in Finaeo for new leads in Copper
Details
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Copper + Finaeo
Add new Microsoft Dynamics 365 CRM contacts to Finaeo as contacts
Premium
Details
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Microsoft Dynamics 365 CRM + Finaeo
Create contacts in Finaeo from new leads in Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + Finaeo
Create new Finaeo contacts when 17hats contacts are added
Details
Try it
17hats + Finaeo
Create Finaeo contacts for new Kommo companies
Details
Try it
Kommo + Finaeo

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Team Contact Note
Triggers when a new contact note is created for your team.
Trigger
Instant
Try It
Updated Team Contact
Triggers when a contact is updated in your team.
Trigger
Instant
Try It
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
Action
Write
- Title
  Required
- Description
  Required
- Event Date
  Required
- Type
  Required
- Contact ID
  Required
- Team ID
  Required
Action
Write

- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
- Team ID
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
Action
Search

- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
- Team ID
  Required
Action
Search

New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
  Required
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Team ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Sex
- Email
- Occupation
- Phone Number
- Date of Birth
- State/Province
- Smoking Status
- Contact ID
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Maiden Name
- Email
Action
Search
- First Name
  Required
- Middle Name
- Last Name
  Required
- Maiden Name
- Email
- Team ID
  Required
Action
Search

Finaeo Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Finaeo

Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Finaeo Integrations

Put Finaeo to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Finaeo contacts from recently created or updated HubSpot companies

Create Finaeo contacts from new Pipedrive activities

Create new Finaeo contacts for new Zoho CRM contacts

Create new contacts in Finaeo for each added contact in Close

Create new Finaeo contacts from fresh Close leads

Create new Finaeo contacts as Keap contacts are added

Create Finaeo contacts from recently created or updated HubSpot companies

Create Finaeo contacts from new Pipedrive activities

Create new Finaeo contacts for new Zoho CRM contacts

Create new contacts in Finaeo for each added contact in Close

Create new Finaeo contacts from fresh Close leads

Create new Finaeo contacts as Keap contacts are added

Create Finaeo contacts for new Clio activities

Create contacts in Finaeo for new leads in Copper

Add new Microsoft Dynamics 365 CRM contacts to Finaeo as contacts

Create contacts in Finaeo from new leads in Microsoft Dynamics 365 CRM

Create new Finaeo contacts when 17hats contacts are added

Create Finaeo contacts for new Kommo companies

Create Finaeo contacts for new Clio activities

Create contacts in Finaeo for new leads in Copper

Add new Microsoft Dynamics 365 CRM contacts to Finaeo as contacts

Create contacts in Finaeo from new leads in Microsoft Dynamics 365 CRM

Create new Finaeo contacts when 17hats contacts are added

Create Finaeo contacts for new Kommo companies

Supported triggers and actions