BackNine Insurance + LeadConnector
Create and track BackNine Insurance applications with insured, and add/update LeadConnector opportunities
Streamline your insurance application process with this powerful workflow. When a new application is created with an insured in the BackNine Insurance app, a corresponding opportunity is added or updated in the LeadConnector app. It’s a seamless way to ensure your sales pipeline reflects the latest information, reducing manual data entry and facilitating quicker follow-ups on insurance applications. This process simplifies lead management in the insurance industry.
Streamline your insurance application process with this powerful workflow. When a new application is created with an insured in the BackNine Insurance app, a corresponding opportunity is added or updated in the LeadConnector app. It’s a seamless way to ensure your sales pipeline reflects the latest information, reducing manual data entry and facilitating quicker follow-ups on insurance applications. This process simplifies lead management in the insurance industry.
- When this happens...Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Case Created or Updated
Triggers when a case is created or updated
Try ItQuote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
