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Connect Instapage and Insurgo to power AI-driven automation

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Zapier makes it easy to integrate Instapage with Insurgo - no code necessary. See how you can get setup in minutes.

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Instapage
Instapage logo
Instapage
1. Choose trigger event
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Insurgo
Insurgo logo
Insurgo
2. Choose action
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1. Select the event
Setup
Test
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Instapage
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submission" from Instapage.

Add your action

An action happens after the trigger—such as "Create Individual Client" in Insurgo.

You’re connected!

Zapier seamlessly connects Instapage and Insurgo, automating your workflow.

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.

    • Page
      Required
    • HelpText
    Trigger
    Instant
    Try It
    • Trigger only if a certain attribute changes
    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search
    Contract Created by Client

    Triggers when a new contract was created in Insurgo by a Client

    Trigger
    Instant
    Try It
    • Salutation
    • First name
      Required
    • Last name
      Required
    • E-mail
    • Segment
    • Marital status
    • State
    • Title
    • Date of birth
    • Phone
    • Mobile
    • Business phone
    • Fax
    • Current proficiency
    • Learned proficiency
    • Position proficiency
    • Retirement age
    • Street
    • House number
    • Zip
    • City
    • Country
    • Mailing address enabled?
    • Mailing address name or company name
    • Mailing address c/o
    • Mailing address street
    • Mailing address house number
    • Mailing address zip
    • Mailing address city
    • Mailing address country
    • Tag ids
    Action
    Write
  • Insurgo triggers, actions, and search
    Client Created

    Triggers when a new client was created in Insurgo

    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search
    Contract Created

    Triggers when a new contract was created in Insurgo

    Trigger
    Instant
    Try It
    • Trigger only if a certain attribute changes
    Trigger
    Instant
    Try It
    • Title
      Required
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Instapage and Insurgo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Instapage to Insurgo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Instapage
Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
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About Insurgo
As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.
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