InsuranceXDate integration with LeadConnector
How to Add/update contacts in LeadConnector from new InsuranceXDate businesses
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 "Add/update contacts in LeadConnector from new InsuranceXDate businesses" 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 InsuranceXDate integrations
InsuranceXDate actions
Nekton can use any feature that is available in InsuranceXDate API.
Using our advanced AI, you can easily create custom automations for InsuranceXDate.
Here are some typical actions you can do in your automated workflows.
Find Company Contacts
Finds a company contacts based on uid.
Find Company
Finds a company based on uid.
Matches Company
Matches a company based on name, address and state.
New Company Flags
Triggers when a new company flag is created.
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.