Canopy Connect + Google Contacts

Add to Google Contacts group when a new pull is completed in Canopy Connect

Manage your contacts efficiently when information changes in Canopy Connect. This handy workflow is set in motion whenever a Pull is completed in the Canopy Connect app. The outcome? The corresponding contact in your Google Contacts gets seamlessly added to a specific group. By eliminating redundant manual work, this setup streamlines your contact management, allowing you to stay organized and responsive.

Manage your contacts efficiently when information changes in Canopy Connect. This handy workflow is set in motion whenever a Pull is completed in the Canopy Connect app. The outcome? The corresponding contact in your Google Contacts gets seamlessly added to a specific group. By eliminating redundant manual work, this setup streamlines your contact management, allowing you to stay organized and responsive.

  1. When this happens...
    Canopy ConnectCanopy Connect
    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.

    TriggerInstant
  2. automatically do this!
    Google ContactsGoogle Contacts
    Add Contact to Groups

    Adds an existing contact to a group(s).

    ActionWrite
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Supported triggers and actions

  • Google Contacts triggers, actions, and search

    Create Contact

    Creates a new contact.

    Action
    Write
    • NameRequired

    Action
    Write
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About Canopy Connect

Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
Learn more

Related categories

  • Website & App Building
google-contacts logo
google-contacts logo

About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Learn more

Related categories

  • Contact Management
  • Google

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