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Insurgo Integrations

CRM (Customer Relationship Management)

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Integrate Mailparser with InsurgoIntegrate Mailparser with Insurgo
Mailparser
Email
Integrate Microsoft Outlook with InsurgoIntegrate Microsoft Outlook with Insurgo
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Slack with InsurgoIntegrate Slack with Insurgo
Slack
Team Chat
Integrate HubSpot with InsurgoIntegrate HubSpot with Insurgo
HubSpot
Marketing Automation
Integrate Close with InsurgoIntegrate Close with Insurgo
Close
CRM (Customer Relationship Management)
Integrate Facebook Custom Audiences with InsurgoIntegrate Facebook Custom Audiences with Insurgo
Facebook Custom Audiences
Ads & Conversion, Facebook
Integrate Calendly with InsurgoIntegrate Calendly with Insurgo
Calendly
Scheduling & Booking
Integrate Onepage with InsurgoIntegrate Onepage with Insurgo
Onepage
App Builder
Integrate Notion with InsurgoIntegrate Notion with Insurgo
Notion
Task Management
Integrate Mailparser with InsurgoIntegrate Mailparser with Insurgo
Mailparser
Email
Integrate Microsoft Outlook with InsurgoIntegrate Microsoft Outlook with Insurgo
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Slack with InsurgoIntegrate Slack with Insurgo
Slack
Team Chat
Integrate HubSpot with InsurgoIntegrate HubSpot with Insurgo
HubSpot
Marketing Automation
Integrate Close with InsurgoIntegrate Close with Insurgo
Close
CRM (Customer Relationship Management)
Integrate Facebook Custom Audiences with InsurgoIntegrate Facebook Custom Audiences with Insurgo
Facebook Custom Audiences
Ads & Conversion, Facebook
Integrate Mailparser with InsurgoIntegrate Mailparser with Insurgo
Mailparser
Email
Integrate Microsoft Outlook with InsurgoIntegrate Microsoft Outlook with Insurgo
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Slack with InsurgoIntegrate Slack with Insurgo
Slack
Team Chat
Integrate HubSpot with InsurgoIntegrate HubSpot with Insurgo
HubSpot
Marketing Automation
Integrate Close with InsurgoIntegrate Close with Insurgo
Close
CRM (Customer Relationship Management)
Integrate Facebook Custom Audiences with InsurgoIntegrate Facebook Custom Audiences with Insurgo
Facebook Custom Audiences
Ads & Conversion, Facebook
Integrate Calendly with InsurgoIntegrate Calendly with Insurgo
Calendly
Scheduling & Booking
Integrate Onepage with InsurgoIntegrate Onepage with Insurgo
Onepage
App Builder
Integrate Notion with InsurgoIntegrate Notion with Insurgo
Notion
Task Management

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Quickly automate Insurgo integrations with Zapier's templates

  • Create individual clients in Insurgo from new pushed messages in Slack

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Create client tags in Insurgo for new Slack messages

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Update Insurgo company clients with new Slack pushed messages

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Create individual clients in Insurgo from new Gravity Forms submissions

    • Gravity Forms logo
    • Insurgo logo
    Gravity Forms + Insurgo
  • Create Insurgo clients from new Squarespace Forms form submissions

    • Squarespace Forms logo
    • Insurgo logo
    Squarespace Forms + Insurgo
  • Create individual clients in Insurgo from new leads in Interact

    • Interact logo
    • Insurgo logo
    Interact + Insurgo
  • Create individual clients in Insurgo from new pushed messages in Slack

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Create client tags in Insurgo for new Slack messages

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Update Insurgo company clients with new Slack pushed messages

    • Slack logo
    • Insurgo logo
    Slack + Insurgo
  • Create individual clients in Insurgo from new Gravity Forms submissions

    • Gravity Forms logo
    • Insurgo logo
    Gravity Forms + Insurgo
  • Create Insurgo clients from new Squarespace Forms form submissions

    • Squarespace Forms logo
    • Insurgo logo
    Squarespace Forms + Insurgo
  • Create individual clients in Insurgo from new leads in Interact

    • Interact logo
    • Insurgo logo
    Interact + Insurgo
  • Create individual clients in Insurgo for new Instapage form submissions

    • Instapage logo
    • Insurgo logo
    Instapage + Insurgo
  • Add new OptinMonster leads as individual clients in Insurgo

    • OptinMonster logo
    • Insurgo logo
    OptinMonster + Insurgo
  • Create new Insurgo clients from Qualtrics survey responses

    • Qualtrics logo
    • Insurgo logo
    Qualtrics + Insurgo
  • Create new Insurgo clients from completed involve.me submissions

    • involve.me logo
    • Insurgo logo
    involve.me + Insurgo
  • Create new tasks in MeisterTask for each new client created in Insurgo

    • Insurgo logo
    • MeisterTask logo
    Insurgo + MeisterTask
  • Create new Insurgo clients from Thrive Themes form subscriptions

    • Thrive Themes logo
    • Insurgo logo
    Thrive Themes + Insurgo
    • Create individual clients in Insurgo for new Instapage form submissions

      • Instapage logo
      • Insurgo logo
      Instapage + Insurgo
    • Add new OptinMonster leads as individual clients in Insurgo

      • OptinMonster logo
      • Insurgo logo
      OptinMonster + Insurgo
    • Create new Insurgo clients from Qualtrics survey responses

      • Qualtrics logo
      • Insurgo logo
      Qualtrics + Insurgo
    • Create new Insurgo clients from completed involve.me submissions

      • involve.me logo
      • Insurgo logo
      involve.me + Insurgo
    • Create new tasks in MeisterTask for each new client created in Insurgo

      • Insurgo logo
      • MeisterTask logo
      Insurgo + MeisterTask
    • Create new Insurgo clients from Thrive Themes form subscriptions

      • Thrive Themes logo
      • Insurgo logo
      Thrive Themes + Insurgo

    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.

    • 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
      • 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
      • Company name
        Required
      • 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

    Insurgo Help & Support

    Common questions

    insurgo logo
    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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