InsuranceXDate and Salesflare
How to connect InsuranceXDate
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When new Company Flags in InsuranceXDate, find or create account in Salesflare.
About InsuranceXDate
Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.
InsuranceXDate operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Company Flags — Triggers when a new company flag is created.
Searches (3)
Look up existing records
- Find Company — Finds a company based on uid.
- Find Company Contacts — Finds a company contacts based on uid.
- Matches Company — Matches a company based on name, address and state.
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