Canopy Connect and Salesflare
How to connect Canopy Connect
- Via Zapier — 1 operations available. Set it up ↗
About Canopy Connect
Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.
Canopy Connect operations on Zapier
Triggers (1)
Start a workflow when this happens
- Pull Completed — Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free