Salesflare Salesflare Integrations

InsurGrid and Salesflare

Business Intelligence insurgrid.com ↗

How to connect InsurGrid

What you can automate

  • When new Client in InsurGrid, find or create account, then find or create contact, then add contact to account in Salesflare.

About InsurGrid

InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.

InsurGrid operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Client — Triggers when a client is created.
  • New Declaration Page — Triggers when a new client declaration page is created.

Similar apps

Databox

A mobile dashboard for your business metrics.

Zapier Make
Looker
Zapier
OOPSpam
Zapier
Instant Roofer
Zapier
InsuranceXDate
Zapier
Starbridge
Zapier

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