Salesflare Salesflare Integrations

SALT and Salesflare

Forms saltinsure.com ↗

How to connect SALT

What you can automate

  • When new Contact in SALT, find or create contact in Salesflare.
  • When contact Updated in SALT, find or create contact in Salesflare.
  • When submission Created in SALT, find or create contact in Salesflare.

About SALT

SALT is a digital insurance application for independent insurance agents.

SALT operations on Zapier

Triggers (11)

Start a workflow when this happens

  • Contact Updated — Triggers when a contact is updated.
  • Document Upload — Triggers when a document is uploaded to a submission.
  • Form Progress — Triggers when a prospect moves forward on a SALT form.
  • New Contact — Triggers when a contact is created.
  • Rater Confirmation — Triggers when SALT has received a response from the rater
Show 6 more triggers
  • Submission Assignment Change — Triggers when a submission's employee assignment is set or changed.
  • Submission Complete — Triggers when a prospect completes a form submission.
  • Submission Created — Triggers when a prospect starts a new submission or an agent creates a new submission.
  • Submission Sent to Rater — Triggers when a submission is sent to the agency's comparative rater.
  • Submission Status Change — Triggers when a submission's status is changed.
  • Submission Tag Change — Triggers when a submission's tags are changed.

Actions (1)

Things Salesflare can make it do

  • Get Submission — Find a submission in your SALT account

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