Figuro Engage and Salesflare
How to connect Figuro Engage
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — 8 modules available. Set it up ↗
What you can automate
- When new Quote Request in Figuro Engage, create opportunity in Salesflare.
- When quote Request Status Changed in Figuro Engage, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Quote in Figuro Engage.
About Figuro Engage
Figuro Engage is a platform that helps LatAm insurance agents capture leads, send personalized quotes, and manage clients from their own microsite.
Figuro Engage operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Quote Request — Triggers when a new quote request (lead) is received on a microsite.
- Quote Accepted — Triggers when a client accepts a quote (the request reaches status "accepted").
- Quote Request Status Changed — Triggers when a quote request changes status (pending, contacted, accepted, rejected, in_progress). Fires once per transition.
Actions (1)
Things Salesflare can make it do
- Create Quote — Creates a personalized quote for a quote request.
Searches (2)
Look up existing records
- Find Insurance Line — Finds your activated insurance lines and their shareable links. Leave the code blank to return all of them, or pass a code to get just one.
- Find Quote Request — Finds a quote request by ID, or searches by client email, status, or creation date.
Figuro Engage operations on Make
Triggers (3)
Start a workflow when this happens
- Observar cotizaciones aceptadas — Se activa cuando un cliente acepta una cotización.
- Seguir los cambios de estado — Se activa cada vez que una solicitud de cotización cambia de estado. Se ejecuta una vez por transición.
- Ver solicitudes de cotización — Se activa cuando se recibe una nueva solicitud de cotización (cliente potencial) en un micrositio.
Actions (3)
Things Salesflare can make it do
- Crear una cotización — Crea una cotización personalizada para una solicitud de cotización.
- Obtener una solicitud de cotización — Devuelve una solicitud de cotización con sus cotizaciones, la cotización aceptada y el enlace para compartir.
- Realizar una llamada a la API — Llama a uno de los métodos de la API de Figuro.
Searches (2)
Look up existing records
- Buscar solicitudes de cotización/prospectos — Busca solicitudes de cotización por email del cliente, estado o fecha de creación (las más recientes primero).
- Listar ramos — Lista los ramos activados del equipo y sus enlaces compartibles del microsite.
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