Create integrations between Insurance Website Builder and ShareBuilders to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- New Lead
Triggers when a form is filled on you insurance website builder website.
Try It - New Company Lead
Triggers when a new company lead is created.
Try It - Type
- SubjectRequired
- Activity Notes
- Activity DateRequired
- Activity Start TimeRequired
- Activity DurationRequired
- Activity Location
- Assigned To
- Related Contact
- Source
- Contact Identification
- First Name
- Last Name
- Title
- Email Address
- Business Phone
- Mobile Phone
- Source
- Address One
- Address Two
- City
- State
- Postal Code
- Private Contact
- eMarketing Opt-In
- Company Name
- Category
- Contact Notes
- New Company Account
Triggers when a new company account is created.
Try It - New Contact
Triggers when a new contact is created.
Try It - Company NameRequired
- Lead OwnerRequired
- Lead SourceRequired
- Company Website
- Product Category
- Related Contact First Name
- Related Contact Last Name
- Related Contact Email
- Related Contact Business Phone
- Related Contact Mobile Phone
- Related Contact Title
- Related Contact Category
- Id
- Value
- SubjectRequired
- Activity DateRequired
