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.
Similar apps
Databox A mobile dashboard for your business metrics.
Looker Looker is an enterprise platform for BI, data applications, and embedded analytics that helps yo…
OOPSpam OOPSpam - stop bots and manual spam from reaching you or your customer. All with high accuracy…
Instant Roofer Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Googl…
Starbridge Starbridge is a platform that analyzes RFPs, contract expirations, meeting minutes, and accurate…
OpenGov Enterprise Asset Management OpenGov Enterprise Asset Management is a solution that helps governments manage assets, automate…
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