InsuredMine Integration
The forms on your BrightFire website can integrate with InsuredMine to automatically route form data using the actions listed below.
BrightFire integrates your website forms with InsuredMine using Zapier.
Once a zap is published in Zapier, each time the connected form on your BrightFire website is submitted, the zap will automatically route form data to InsuredMine.
Supported Actions
- Add New Contact
- Create Note on Contact
- Create Note on Pipeline Card
- Create Private Pipeline Card
- Create Shared Pipeline Card
- Create Task
You must have an InsuredMine account to activate this integration.
Read the Zapier Integration article for more information about how Zapier works.
Read InsuredMine's Zapier Integration Guide to enable Zapier.
Submit a Zapier Integration Request to get started.