LeadConnector + RiskAdvisor

Create and update LeadConnector contacts when new risk profiles emerge in RiskAdvisor

Stay on top of your risk management tasks with this workflow. Whenever a new risk profile is created in RiskAdvisor, it seamlessly adds or updates the corresponding contact in LeadConnector. This ensures your contact information is always up to date, giving you more time to focus on evaluating potential risks and strategizing.

When this happens...
New Risk Profile
Triggers when a new Risk Profile is created in RiskAdvisor.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a client is created in RiskAdvisor.
Trigger
Polling
Try It
New Policy
Triggers when a policy is created in RiskAdvisor.
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Risk Profile IDRequired
- First Name
- Middle Name
- Last Name
- Date of birth
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- License Status
- Licensed State
- License Number
- Licensed Age
- Rated
- SR22 Required
- Discounts
Action
Write
- ClientRequired
- Co Client
- Insurance TypeRequired
- Type of Business
Action
Write

- EmailRequired
Action
Search
- Client EmailRequired
- Risk Profile StatusRequired
Action
Search

- Client EmailRequired
- Risk Profile StatusRequired
- ClientRequired
- Co Client
- Insurance TypeRequired
- Type of Business
Action
Search or 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 LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- 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)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- 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

Updated Client
Triggers when a client was updated in RiskAdvisor.
Trigger
Polling
Try It
QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Trigger
Polling
Try It
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Date of birth
- Phone NumberRequired
- EmailRequired
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Write
- Risk Profile IDRequired
- Notes
Action
Write
- Risk Profile IDRequired
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- How do you use this vehicle
- Comprehensive Deductible
- Collision Deductible
- Towing & Labor Coverage
- Rental Expense
Action
Write
- Client EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Date of birth
- Phone NumberRequired
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Search or write
- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write