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Pathway Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

Do more with Pathway integrations

Zapier lets you connect Pathway with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Or pick an app to pair with
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Integrate Google Sheets with PathwayIntegrate Google Sheets with Pathway
Google Sheets
Google, Spreadsheets
Integrate Gmail with PathwayIntegrate Gmail with Pathway
Gmail
Email, Google
Integrate Slack with PathwayIntegrate Slack with Pathway
Slack
Team Chat
Integrate Google Calendar with PathwayIntegrate Google Calendar with Pathway
Google Calendar
Calendar, Google
Integrate Google Drive with PathwayIntegrate Google Drive with Pathway
Google Drive
File Management & Storage, Google
Integrate HubSpot with PathwayIntegrate HubSpot with Pathway
HubSpot
Marketing Automation
Integrate Google Forms with PathwayIntegrate Google Forms with Pathway
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with PathwayIntegrate Facebook Lead Ads with Pathway
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with PathwayIntegrate Mailchimp with Pathway
Mailchimp
Marketing Automation
Integrate Google Sheets with PathwayIntegrate Google Sheets with Pathway
Google Sheets
Google, Spreadsheets
Integrate Gmail with PathwayIntegrate Gmail with Pathway
Gmail
Email, Google
Integrate Slack with PathwayIntegrate Slack with Pathway
Slack
Team Chat
Integrate Google Calendar with PathwayIntegrate Google Calendar with Pathway
Google Calendar
Calendar, Google
Integrate Google Drive with PathwayIntegrate Google Drive with Pathway
Google Drive
File Management & Storage, Google
Integrate HubSpot with PathwayIntegrate HubSpot with Pathway
HubSpot
Marketing Automation
Integrate Google Sheets with PathwayIntegrate Google Sheets with Pathway
Google Sheets
Google, Spreadsheets
Integrate Gmail with PathwayIntegrate Gmail with Pathway
Gmail
Email, Google
Integrate Slack with PathwayIntegrate Slack with Pathway
Slack
Team Chat
Integrate Google Calendar with PathwayIntegrate Google Calendar with Pathway
Google Calendar
Calendar, Google
Integrate Google Drive with PathwayIntegrate Google Drive with Pathway
Google Drive
File Management & Storage, Google
Integrate HubSpot with PathwayIntegrate HubSpot with Pathway
HubSpot
Marketing Automation
Integrate Google Forms with PathwayIntegrate Google Forms with Pathway
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with PathwayIntegrate Facebook Lead Ads with Pathway
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Mailchimp with PathwayIntegrate Mailchimp with Pathway
Mailchimp
Marketing Automation

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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.

    • Created From:
      Required
    Trigger
    Polling
    Try It
    • Created From
      Required
    Trigger
    Polling
    Try It
    • First name
      Required
    • Last Name
      Required
    • Date of Birth
    • First Name 2
    • Last Name2
    • Date of Birth 2
    • Account Type
    • Email Address
      Required
    • Agency Code
      Required
    • Branch Code
      Required
    • Type Of Business
      Required
    • Phone Number
      Required
    • Account Name
    • Broker Code
      Required
    • Business Name
    • Bill Broker Net
      Required
    • is Personal
      Required
    • Mailing Address City
    • Mailing Address Country Code
    • Mailing Address County
    • Mailing Address State or Province Code
    • Mailing Address Street 1
    • Mailing Address Street 2
    • Mailing Address Street 3
    • Mailing Address Zip Or Postal Code
    Action
    Write
    • Effective Date
      Required
    • Expiration Date
      Required
    • Insurer Code
    • Status Code
    • Premium
    • Buscode
      Required
    • Description
      Required
    • Agency Code
      Required
    • Branch Code
      Required
    • Department Code
      Required
    • Line Type Code
      Required
    • Profit Center Code
      Required
    • Issuing Location Code
      Required
    • Policy Number
    • ccode
    • Client First Name
      Required
    • Client Last Name
      Required
    • Client Date of Birth
    • Client First Name 2
    • Client Last Name 2
    • Client Date of Birth 2
    • Client Account Type
      Required
    • Client Email Address
      Required
    • Client Agency Code
      Required
    • Client Branch Code
      Required
    • Client Type Of Business
      Required
    • Client Phone Number
      Required
    • Client Account Name
    • Client Broker Code
      Required
    • Client Business Name
    • Client Bill Broker Net
    • Client is Personal
      Required
    • Client Mailing Address city
    • Client Mailing Address Country Code
    • Client Mailing Address County
    • Client Mailing Address State/Province Code
    • Client Mailing Address Street 1
    • Client Mailing Address Street 2
    • Client Mailing Address Street 3
    • Client Mailing Address ZIP/Postal Code
    • Additional Interests City
    • Additional Interests Country Code
    • Additional Interests County
    • Additional Interests State/Province Code
    • Additional Interests Street 1
    • Additional Interests Street 2
    • Additional Interests Street 3
    • Additional Interests ZIP/Postal Code
    • Additional Interests Name
    Action
    Write
    • Days ahead:
      Required
    Trigger
    Polling
    Try It
    • ccode
      Required
    • Activity Title
    • Status
    • Activity Owner
      Required
    • Time
      Required
    • Agency Code
      Required
    • Branch Code
      Required
    • Policy Number
    • Attachment Content
    • Attachment Url
    • Attachment Filename
    • Attachment Folder
    • Activity Code
    • Activity Category
    • Client Accessible
    • Follow Up Start Date
    • Follow Up End Date
    Action
    Write
    • Flow ID
      Required
    • Contact ccode
      Required
    Action
    Write

Pathway Help & Support

Common questions

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About Pathway
Pathway creates insurance marketing automation solutions for any insurance agency or brokerage
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Related categories
CRM (Customer Relationship Management)

Popular Pathway Integrations

Popular Pathway Integrations

 

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