Insurgo + OptinMonster
Add new OptinMonster leads as individual clients in Insurgo
Effortlessly manage your leads by connecting OptinMonster with Insurgo. With this workflow, each time a new lead is added in OptinMonster, it will create an individual client in the Insurgo app. This seamless automation saves time and ensures that your client database stays up-to-date, allowing you to focus on growing your insurance business.
Effortlessly manage your leads by connecting OptinMonster with Insurgo. With this workflow, each time a new lead is added in OptinMonster, it will create an individual client in the Insurgo app. This seamless automation saves time and ensures that your client database stays up-to-date, allowing you to focus on growing your insurance business.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create Individual Client
Creates a new individual client
- Free forever for core features
- 14 day trial for premium features & apps
CampaignRequired
Integration Display Name
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
