BackNine Insurance integration with HubSpot
How to Create HubSpot contacts from new BackNine Insurance insured applications
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create HubSpot contacts from new BackNine Insurance insured applications" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BackNine Insurance integrations
BackNine Insurance actions
Nekton can use any feature that is available in BackNine Insurance API.
Using our advanced AI, you can easily create custom automations for BackNine Insurance.
Here are some typical actions you can do in your automated workflows.
Quote and Apply Application Updated
Triggers when a Quote and Apply Application is updated.
Quote and Apply Application Created With Insured
Triggers when a Quote and Apply Application obtains contact information for the insured.
About BackNine Insurance
BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.