Gmail + Insurgo

Create Gmail emails for new clients in Insurgo

Initiate an email via Gmail every time a new client is added in your Insurgo platform with this easy workflow. By streamlining communication processes, you not only save time but also ensure prompt and consistent communication. Ideal for insurance professionals, this workflow facilitates quick engagement, helping to enhance client experiences and maintain high service levels.

Initiate an email via Gmail every time a new client is added in your Insurgo platform with this easy workflow. By streamlining communication processes, you not only save time but also ensure prompt and consistent communication. Ideal for insurance professionals, this workflow facilitates quick engagement, helping to enhance client experiences and maintain high service levels.

  1. When this happens...
    InsurgoInsurgo
    Client Created

    Triggers when a new client was created in Insurgo

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

    • 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 nameRequired

    • Last nameRequired

    • 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
    • Company nameRequired

    • E-mail

    • State

    • Segment

    • Number of employees

    • Total salaries

    • Sector

    • Revenue

    • Tax number

    • VAT number

    • Foundation date

    • Business phone

    • Mobile

    • Fax

    • 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
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

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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.

Related categories

  • CRM (Customer Relationship Management)

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