JenesisNow + LeadConnector

Update LeadConnector contacts when policies are updated in JenesisNow

Stay updated with your policy changes in JenesisNow by seamlessly transferring the details to LeadConnector. This workflow activates when there's a policy update in JenesisNow, swiftly adding or modifying the corresponding contact in LeadConnector. It's an effective approach to ensure all your policy changes are mirrored accurately in your contact information, without manually handling the data transfer. It offers a valuable solution to maintaining consistency while managing policy updates.

When this happens...
Policy UpdatedTriggers when an existing policy is updated.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with JenesisNow and LeadConnector

Discover other triggers and actions you can use with JenesisNow and LeadConnector

- Trigger When Users at These Locations Add a New Client (Optional)
Trigger
Instant
Try It
- Trigger When Status Becomes
- Trigger When Users at These Locations Update a Policy (Optional)
Trigger
Instant
Try It
- Agency Location
  Required
- External Source
- First Name
  Required
- Middle Name
- Last Name
- Full Name
- Email
  Required
- Phone
- Date of Birth
- Mailing Street
- Mailing City
- Mailing State
- Mailing ZIP / Postal Code
- Client Status
  Required
- Lead Source
- Customer Type
- Business Name
- Person Tags
Action
Write
- Client Agency Location
  Required
- External Source
- Client Email
  Required
- Policy Type
  Required
- Policy Status
  Required
- Effective Date
- Expiration Date
  Required
- Carrier Name
- Policy Number
- Written Premium
- Internal Notes
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Trigger When Users at These Locations Create a New Policy (Optional)
Trigger
Instant
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- Trigger For
- Trigger When Users at These Locations Add a Tag (Optional)
- Trigger Only for These Tag Names (Optional)
Trigger
Instant
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- Agency Location
  Required
- Client
- Policy Type
  Required
- Policy Status
  Required
- Effective Date:
- Expiration Date:
- Carrier Name
- Policy Number:
- Written Premium
- Internal Notes
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About JenesisNow

JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations

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Related categories

CRM (Customer Relationship Management)

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Add new clients in JenesisNow to update contacts in LeadConnector

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Add new clients in JenesisNow to update contacts in LeadConnector