Insurgo + involve.me
Create new Insurgo clients from completed involve.me submissions
Effortlessly manage your client onboarding process by connecting involve.me and Insurgo. With this seamless workflow, every time a new submission is marked as complete in the involve.me app, a new individual client will be created in the Insurgo app. Save time, reduce manual data entry, and streamline your client setup with this efficient automation.
Effortlessly manage your client onboarding process by connecting involve.me and Insurgo. With this seamless workflow, every time a new submission is marked as complete in the involve.me app, a new individual client will be created in the Insurgo app. Save time, reduce manual data entry, and streamline your client setup with this efficient automation.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Individual Client
Creates a new individual client
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItTrigger only if a certain attribute changes
Try ItContract Created by Client
Triggers when a new contract was created in Insurgo by a Client
Try ItSalutation
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
