Canopy Connect + Levitate
Update Levitate contacts when completed pulls occur in Canopy Connect
Manage your contacts more efficiently with this workflow. When a pull is completed in Canopy Connect, it initiates the creation or update of a contact in Levitate. This process helps streamline your data management, ensuring your business contacts are always current and accurate. Save time and increase productivity with this simplified automatic contact management process.
Manage your contacts more efficiently with this workflow. When a pull is completed in Canopy Connect, it initiates the creation or update of a contact in Levitate. This process helps streamline your data management, ensuring your business contacts are always current and accurate. Save time and increase productivity with this simplified automatic contact management process.
- 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!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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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 ItDonor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
Contact ID in Source SystemRequired
Last Name
First Name
Full Name
Email Addresses
Phone Numbers
Address Line 1
Address Line 2
Address City
Address State / Province
Address Postal Code
Address Country
Birthday
Tags
Note
Policy NumberRequired
Carrier NameRequired
PremiumRequired
Renewal DateRequired
Effective DateRequired
Policy Holder IDRequired
Cancellation DateRequired
Line of BusinessRequired
Policy ID in the Source SystemRequired
Origination Date
Policy Holder First Name
Policy Holder Last Name
Policy Holder Email