InsuranceXDate + Slack
Send channel messages in Slack when new company flags are created in InsuranceXDate
Looking for an easy way to keep your team in the loop when you have a new quoting opportunity? Once set up, this integration automatically posts a custom channel message in Slack when you flag a prospect as quoting on InsuranceXDate.
Looking for an easy way to keep your team in the loop when you have a new quoting opportunity? Once set up, this integration automatically posts a custom channel message in Slack when you flag a prospect as quoting on InsuranceXDate.
- When this happens...New Company Flags
Triggers when a new company flag is created.
- automatically do this!
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Contacted
Quoting
Written
Nextyear
Followup
Appt
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UidRequired
NameRequired
AddressRequired
StateRequired
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.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
