# InsurGrid Zapier Guide

**Automate your agency workflows using InsurGrid and Zapier — no code, no API keys required.**

Connect InsurGrid to Google Sheets, EZLynx, HawkSoft, AMS360, BetterAgency, HubSpot, Slack and 5,000+ other apps to streamline submission intake, document tracking, policy extraction, and renewal workflows.

***

## What You Can Do With Zapier

* Push new client submissions into CRMs and Agency Management Systems
* Automatically log extracted policy data into spreadsheets
* Create tasks for missing documents
* Trigger follow-up emails and Slack alerts
* Organize renewal timelines and identify cross-sell opportunities
* Build reports using Google Sheets or BI tools
* Automate workflows without engineering or API setup

***

## How to Connect InsurGrid to Zapier

InsurGrid uses OAuth authentication — no API keys needed.

{% stepper %}
{% step %}

### Connection Steps

* In Zapier, go to **My Apps**
* Search for **"InsurGrid"**
* Click **Connect**
* Log in using:
  * **Email and password**, or
  * **Continue with Google**

That's it — you're connected.
{% endstep %}
{% endstepper %}

***

## Available Triggers

Real-time events Zapier can listen to:

| Trigger                   | When It Fires                             |
| ------------------------- | ----------------------------------------- |
| **New Client Submission** | Client completes an InsurGrid Link        |
| **New Document Uploaded** | Insured uploads PDFs or images            |
| **New Policy Extracted**  | AI extraction engine processes a document |
| **Client Updated**        | Client information changes in InsurGrid   |

***

## Popular Zap Templates

{% stepper %}
{% step %}

### Send Extracted Policies to Google Sheets

Trigger: New Policy Extracted\
Action: Google Sheets → Create Row

Use cases:

* Renewal tracking
* Cross-sell sheets
* Daily activity logs
* Carrier premium reports
  {% endstep %}

{% step %}

### Create EZLynx Leads 

Trigger: New Client Submission\
Action: Email by Zapier → Send to EZLynx Zapier APP
{% endstep %}

{% step %}

### Sync Clients to HubSpot

Trigger: New Client Submission\
Actions:

* HubSpot → Create/Update Contact
* HubSpot → Create Deal
* Add Tag "InsurGrid Intake"
  {% endstep %}

{% step %}

### Notify Team on Slack

Trigger: New Document Uploaded\
Action: Slack → Send Channel Message

Example message:

```
📄 John Doe uploaded 3 documents. Policy extraction complete.
```

{% endstep %}
{% endstepper %}

***

## Integration Guides by Platform

### Google Sheets (Most Popular)

**Use Cases:**

* Policy logs
* Renewal pipelines
* Commission reporting
* Daily dashboards

{% stepper %}
{% step %}

### Setup

* Create a Google Sheet with column headers
* Trigger: InsurGrid → New Policy Extracted
* Action: Google Sheets → Create Row
* Map fields:
  * Name, Email, Phone
  * Policy Type, Carrier, Premium
  * Effective Date, Expiration Date
  * Document URLs
    {% endstep %}

{% step %}

### Pro Tip

{% hint style="info" %}
Use "Find Row + Update Row" to maintain a single row per client.
{% endhint %}
{% endstep %}
{% endstepper %}

***

### AMS360

*AMS360 also lacks a Zapier app. Agencies use:*

{% stepper %}
{% step %}

### Email Intake

InsurGrid → Zapier → Email → AMS360 inbound mailbox
{% endstep %}

{% step %}

### CSV Import

InsurGrid → Google Sheets → CSV → AMS360 Import Manager

Commonly mapped fields:

* Contact details
* Renewal dates
* Personal lines policies
* Carrier + premium data
  {% endstep %}
  {% endstepper %}

***

### BetterAgency

BetterAgency has native Zapier support for clean syncing.

**Setup:**

* Trigger: InsurGrid → New Client Submission
* Action: BetterAgency → Create/Update Contact

Fields to map:

* Client name, email, phone
* Line of business (LOB)
* Renewal date, premium
* Lead source: "InsurGrid"

***

### HubSpot

Common Workflow:

1. Trigger: New Client Submission
2. Actions:
   * HubSpot → Create/Update Contact
   * HubSpot → Create Deal
   * Add tags/stages:
     * Intake
     * New Submission
     * Renewal
     * Cross-sell

Optional: Attach InsurGrid document URLs inside Deal Activity.

***

### Slack

Example Workflow:

* Trigger: New Document Uploaded
* Action: Slack → Send message
* Channel: `#submissions` or `#renewals`

Message template:

```
John Doe added Homeowners dec page. Policy extraction complete.
```

***

## Field Mapping Reference

| InsurGrid Field   | Description                    |
| ----------------- | ------------------------------ |
| `client_name`     | Full name                      |
| `email`           | Client email                   |
| `phone`           | Phone number                   |
| `address`         | Full address                   |
| `policy_type`     | Auto / Home / Umbrella / Other |
| `carrier`         | Carrier name                   |
| `premium`         | Annual premium                 |
| `effective_date`  | Policy start date              |
| `expiration_date` | Policy end date                |
| `documents`       | URLs to uploaded files         |
| `producer_name`   | Assigned agent/CSR             |

***

## Troubleshooting

### Zap not triggering?

* Ensure the InsurGrid Link has a completed submission
* For policy triggers, confirm document extraction is complete
* Re-authenticate InsurGrid inside Zapier (My Apps → InsurGrid → Reconnect)

### Google Sheets errors

* Sheet must have column headers
* Avoid merged cells
* Worksheet name must match exactly in Zapier action

{% stepper %}
{% step %}

### Duplicate clients

Use Zapier's built-in logic:

* Search Step → "Find Contact"
* Then: "Create Contact if Not Found"
  {% endstep %}
  {% endstepper %}

***

## Best Practices

{% hint style="success" %}

* Name Zaps clearly — Example: "InsurGrid → Sheets (Auto Policies)"
* Add filters to route by policy type — Example: Only trigger if `policy_type` = "Auto"
* Use Google Sheets as a staging area — Sync to Sheets first, then push to AMS to reduce errors
* Link to documents instead of sending files — Use InsurGrid's document URLs rather than attaching files
  {% endhint %}

***

## Support

**Need help with Zapier integration?**

* Email: <support@insurgrid.com>
* Docs: <https://docs.insurgrid.com/integrations/zapier>
* Zapier Template Library: <https://zapier.com/apps/insurgrid/integrations>


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