Pathway and Salesflare
How to connect Pathway
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Client in Pathway, find or create account, then find or create contact, then add contact to account in Salesflare.
About Pathway
Pathway creates insurance marketing automation solutions for any insurance agency or brokerage
Pathway operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Policy — Triggers when a new policy is created.
- New Renewal — Triggers when a policy is renewed.
Actions (4)
Things Salesflare can make it do
- Add Contact to Flow — Adds Contact to the Flow
- Create New Abeyance — Creates new abeyance in our system
- Create New Client — Creates new client in our system
- Create New Policy — Creates new Policy on our system
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